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WSFS Financial
WSFS

Overview Fund Activity

216 hedge funds and large institutions have $1.94B invested in WSFS Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+9
Holders Change %
+4.35%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
82
Closed
15
Calls
$605K
Puts
–
Net Calls
+$605K
Net Calls Change
+$583K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.86M
2
Brown Advisory
2
Brown Advisory
Maryland
$30M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.89M
4
American Century Companies
4
American Century Companies
Missouri
$12.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$14.9M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$64.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$18.7M
3
Comerica Bank
3
Comerica Bank
Texas
$1.47M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$91.8M
5
State Street
5
State Street
Massachusetts
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$14.9M +$3.73M +102,140 +33%
EARNEST Partners
27
EARNEST Partners
Georgia
$13M +$420K +11,519 +3%
Morgan Stanley
28
Morgan Stanley
New York
$12.9M +$921K +25,238 +8%
American Century Companies
29
American Century Companies
Missouri
$12.9M +$3.94M +107,879 +44%
Principal Financial Group
30
Principal Financial Group
Iowa
$12M -$732K -20,044 -6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$10.8M -$506K -13,857 -4%
EAM
32
Eagle Asset Management
Florida
$10.5M +$54.5K +1,493 +0.5%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$9.97M -$196K -5,382 -2%
Renaissance Technologies
34
Renaissance Technologies
New York
$9.94M -$836K -22,900 -8%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$9.15M -$53.1K -1,454 -0.6%
Wells Fargo
36
Wells Fargo
California
$8.71M -$564K -15,459 -6%
Goldman Sachs
37
Goldman Sachs
New York
$8.5M -$1.02M -27,857 -11%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$8.21M +$419K +11,472 +5%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$7.3M -$40.2K -1,101 -0.5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$6.42M +$3.05M +83,627 +91%
Legal & General Group
41
Legal & General Group
United Kingdom
$6.19M -$195K -5,353 -3%
BCM
42
Bridgeway Capital Management
Texas
$6.01M +$646K +17,700 +12%
Citadel Advisors
43
Citadel Advisors
Florida
$5.89M +$4.38M +120,061 +291%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$5.07M +$1.21M +33,100 +31%
Swiss National Bank
45
Swiss National Bank
Switzerland
$4.93M +$51.1K +1,400 +1%
Fisher Asset Management
46
Fisher Asset Management
Washington
$4.86M +$4.86M +133,052 New
ACB
47
Aristotle Capital Boston
Massachusetts
$4.6M -$94.1K -2,579 -2%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$4.51M -$1.55M -42,436 -26%
CS
49
Credit Suisse
Switzerland
$4.42M -$49K -1,342 -1%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$4.27M -$66.5K -1,822 -2%
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