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WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 102 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
64
Reduced
102
Closed
15
Calls
$91K
Puts
$5K
Net Calls
+$86K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.6M
2
CIP
2
Champlain Investment Partners
Vermont
$58.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.51M
4
State Street
4
State Street
Massachusetts
$119M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.66M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$43.3M
2
BlackRock
2
BlackRock
New York
$405M
3
Jennison Associates
3
Jennison Associates
New York
$17.6M
4
Invesco
4
Invesco
Georgia
$38.3M
5
CB
5
Cooke & Bieler
Pennsylvania
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$4.7M -$3.65M -80,548 -44%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$3.89M +$121K +2,664 +3%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$3.61M -$40.1K -885 -1%
WSFS
54
Wilmington Savings Fund Society
Delaware
$3.51M -$53K -1,170 -1%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$3.41M -$109K -2,409 -3%
Stifel Financial
56
Stifel Financial
Missouri
$3.38M +$131K +2,885 +4%
CS
57
Credit Suisse
Switzerland
$3.32M +$685K +15,105 +26%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$3.22M +$684K +15,090 +27%
UBS AM
59
UBS AM
Illinois
$3.03M -$49.1K -1,082 -2%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.99M +$365K +8,044 +14%
MWM
61
Modera Wealth Management
New Jersey
$2.99M -$471K -10,388 -14%
HAI
62
Hennessy Advisors Inc
California
$2.95M -$1.95M -43,000 -40%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$2.86M -$112K -2,481 -4%
Canada Life
64
Canada Life
Manitoba, Canada
$2.86M -$400K -8,822 -12%
Prudential Financial
65
Prudential Financial
New Jersey
$2.82M -$735K -16,205 -21%
First Trust Advisors
66
First Trust Advisors
Illinois
$2.77M -$1.51M -33,372 -35%
Comerica Bank
67
Comerica Bank
Texas
$2.45M -$565K -11,719 -19%
Citadel Advisors
68
Citadel Advisors
Florida
$2.38M +$2.38M +52,513 New
HF
69
HRT Financial
New York
$2.37M +$596K +13,139 +34%
HFS
70
Hantz Financial Services
Michigan
$2.29M +$94.1K +2,076 +4%
AWM
71
AE Wealth Management
Kansas
$2.26M – – –
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.21M – – –
WCM
73
Wedge Capital Management
North Carolina
$2.08M -$99.5K -2,196 -5%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$2.06M +$213K +4,706 +12%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$2.02M +$568K +12,523 +39%
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