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WSFS Financial
WSFS

Overview Fund Activity

239 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
70
Reduced
100
Closed
23
Calls
$605K
Puts
$18K
Net Calls
+$587K
Net Calls Change
+$522K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$28.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M
3
BlackRock
3
BlackRock
New York
$403M
4
American Century Companies
4
American Century Companies
Missouri
$31M
5
CIP
5
Champlain Investment Partners
Vermont
$58.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.6M
2
Jennison Associates
2
Jennison Associates
New York
$15.6M
3
Norges Bank
3
Norges Bank
Norway
$24.1M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$20.6M -$27.2M -603,656 -57%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$20.5M -$185K -4,091 -0.9%
Jennison Associates
28
Jennison Associates
New York
$15.6M -$8.43M -186,833 -35%
Principal Financial Group
29
Principal Financial Group
Iowa
$15.4M +$1.11M +24,658 +8%
EARNEST Partners
30
EARNEST Partners
Georgia
$14.7M -$414K -9,165 -3%
Renaissance Technologies
31
Renaissance Technologies
New York
$13.5M +$948K +21,000 +8%
EAM
32
Eagle Asset Management
Florida
$11.4M -$1.36M -30,775 -11%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$11.3M -$17.9K -397 -0.2%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$11.1M -$4.92K -109 -0%
Wells Fargo
35
Wells Fargo
California
$10.7M +$427K +9,453 +4%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$10.7M +$3.14M +69,527 +42%
Goldman Sachs
37
Goldman Sachs
New York
$10.6M -$1.62M -35,818 -13%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$9.12M +$2.41M +53,292 +36%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$8.96M -$830K -18,391 -8%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$8.61M -$59.7K -1,322 -0.7%
Fisher Asset Management
41
Fisher Asset Management
Washington
$8.26M +$2.26M +50,000 +38%
Ameriprise
42
Ameriprise
Minnesota
$8.21M -$445K -9,858 -5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$7.93M +$56.2K +1,246 +0.7%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.57M +$1.67K +37 +0%
BCM
45
Bridgeway Capital Management
Texas
$7.43M – – –
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$6.83M – – –
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.6M -$87.6K -1,940 -2%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$5.58M -$3.67M -81,386 -40%
Swiss National Bank
49
Swiss National Bank
Switzerland
$5.41M -$22.6K -500 -0.4%
CIC
50
Crawford Investment Counsel
Georgia
$5.25M +$195K +4,320 +4%
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