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WSFS Financial
WSFS

Overview Fund Activity

241 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$21M +$7.4M +161,061 +54%
American Century Companies
27
American Century Companies
Missouri
$21M +$4.83M +105,103 +30%
EARNEST Partners
28
EARNEST Partners
Georgia
$15.4M -$1.05M -22,915 -6%
Principal Financial Group
29
Principal Financial Group
Iowa
$14.5M -$587K -12,770 -4%
EAM
30
Eagle Asset Management
Florida
$13.3M +$78.7K +1,714 +0.6%
Renaissance Technologies
31
Renaissance Technologies
New York
$12.7M +$230K +5,000 +2%
Goldman Sachs
32
Goldman Sachs
New York
$12.5M +$1.79M +38,924 +17%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$11.5M -$34.2K -744 -0.3%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$11.3M -$1.26M -27,493 -10%
Wells Fargo
35
Wells Fargo
California
$10.4M -$542K -11,810 -5%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$9.97M -$370K -8,061 -4%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$9.42M +$5.92M +128,834 +169%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$8.83M -$363K -7,910 -4%
Ameriprise
39
Ameriprise
Minnesota
$8.8M -$24.3M -528,815 -73%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$8.01M -$60.6K -1,319 -0.8%
Legal & General Group
41
Legal & General Group
United Kingdom
$7.7M -$88.5K -1,926 -1%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$7.64M +$7.55M +164,317 +7,791%
BCM
43
Bridgeway Capital Management
Texas
$7.56M – – –
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$6.95M +$560K +12,203 +9%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$6.83M +$1.16M +25,222 +20%
Fisher Asset Management
46
Fisher Asset Management
Washington
$6.11M – – –
Barclays
47
Barclays
United Kingdom
$5.96M +$2.38M +51,924 +67%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.79M +$2.32M +50,566 +67%
Swiss National Bank
49
Swiss National Bank
Switzerland
$5.53M -$675K -14,700 -11%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$5.35M +$1.96M +42,721 +58%
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