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WSFS Financial
WSFS

Overview Fund Activity

235 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
97
Closed
23
Calls
$246K
Puts
$302K
Net Calls
-$56K
Net Calls Change
+$169K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.7M
2
Franklin Resources
2
Franklin Resources
California
$111M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M
4
Millennium Management
4
Millennium Management
New York
$8.56M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.51M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.51M
2
Macquarie Group
2
Macquarie Group
Australia
$98.9M
3
Invesco
3
Invesco
Georgia
$46.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.5M
5
State Street
5
State Street
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$4.51M +$4.51M +97,150 New
First Trust Advisors
52
First Trust Advisors
Illinois
$4.39M -$373K -8,030 -8%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$3.98M +$3.98M +85,722 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$3.86M +$273K +5,882 +8%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.75M -$127K -2,728 -3%
WSFS
56
Wilmington Savings Fund Society
Delaware
$3.65M -$148K -3,190 -4%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$3.6M -$164K -3,531 -4%
MWM
58
Modera Wealth Management
New Jersey
$3.54M -$891K -19,187 -20%
Canada Life
59
Canada Life
Manitoba, Canada
$3.34M +$370K +7,964 +12%
Stifel Financial
60
Stifel Financial
Missouri
$3.33M -$99.2K -2,136 -3%
UBS AM
61
UBS AM
Illinois
$3.16M -$991K -21,320 -24%
Prudential Financial
62
Prudential Financial
New Jersey
$3.14M -$2.14M -53,318 -40%
Comerica Bank
63
Comerica Bank
Texas
$3.07M -$351K -7,134 -10%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$3.05M +$95.5K +2,055 +3%
WG
65
Winton Group
United Kingdom
$3.02M +$3.02M +64,975 New
CS
66
Credit Suisse
Switzerland
$2.71M +$158K +3,409 +6%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.69M -$53.2K -1,144 -2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$2.62M +$562K +11,845 +27%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.6M -$508K -10,938 -16%
Federated Hermes
70
Federated Hermes
Pennsylvania
$2.54M -$93 -2 -0%
YCM
71
Yousif Capital Management
Michigan
$2.38M -$85.7K -1,845 -3%
AWM
72
AE Wealth Management
Kansas
$2.32M – – –
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$2.27M -$396K -8,532 -15%
HFS
74
Hantz Financial Services
Michigan
$2.25M +$378K +8,143 +20%
WCM
75
Wedge Capital Management
North Carolina
$2.24M -$118K -2,541 -5%
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