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WSFS Financial
WSFS

Overview Fund Activity

207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-17
Holders Change %
-7.59%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$304K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Franklin Resources
2
Franklin Resources
California
$96.9M
3
BCM
3
Bridgeway Capital Management
Texas
$5.54M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$11.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.79M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.83M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.64M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$13.2M -$863K -22,880 -6%
EARNEST Partners
27
EARNEST Partners
Georgia
$13M +$215K +5,709 +2%
Morgan Stanley
28
Morgan Stanley
New York
$12.4M -$2.17M -57,629 -15%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$11.7M +$718K +19,043 +7%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$11.6M +$3.87M +102,650 +50%
Renaissance Technologies
31
Renaissance Technologies
New York
$11.1M +$2.25M +59,671 +25%
EAM
32
Eagle Asset Management
Florida
$10.8M +$208K +5,520 +2%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$10.5M +$1.09M +28,885 +12%
Goldman Sachs
34
Goldman Sachs
New York
$9.83M -$7.44M -197,169 -43%
Wells Fargo
35
Wells Fargo
California
$9.59M -$124K -3,282 -1%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$9.51M +$72.3K +1,917 +0.8%
American Century Companies
37
American Century Companies
Missouri
$9.21M +$2.35M +62,245 +34%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$8.06M +$1.68M +44,505 +26%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$7.59M -$134K -3,565 -2%
Legal & General Group
40
Legal & General Group
United Kingdom
$6.6M -$164K -4,361 -2%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$6.26M -$1.38M -36,650 -18%
BCM
42
Bridgeway Capital Management
Texas
$5.54M +$5.54M +146,859 New
First Trust Advisors
43
First Trust Advisors
Illinois
$5.07M +$2.03M +53,823 +67%
Swiss National Bank
44
Swiss National Bank
Switzerland
$5.04M +$26.4K +700 +0.5%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.94M +$26.9K +712 +0.5%
ACB
46
Aristotle Capital Boston
Massachusetts
$4.85M +$240K +6,360 +5%
CS
47
Credit Suisse
Switzerland
$4.62M +$1.78M +47,206 +63%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$4.48M +$1.65M +43,797 +58%
CIC
49
Crawford Investment Counsel
Georgia
$4.26M +$94.7K +2,510 +2%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$4M -$2.33M -61,774 -37%
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