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WSFS Financial
WSFS

Overview Fund Activity

207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-17
Holders Change %
-7.59%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$304K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Franklin Resources
2
Franklin Resources
California
$96.9M
3
BCM
3
Bridgeway Capital Management
Texas
$5.54M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$11.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.79M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.83M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.64M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$3.59M -$983K -26,064 -21%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$3.48M +$78K +2,068 +2%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$3.42M -$4.04M -105,779 -54%
Barclays
54
Barclays
United Kingdom
$3.3M +$1.24M +32,929 +61%
Prudential Financial
55
Prudential Financial
New Jersey
$3.28M +$699K +18,530 +27%
Citigroup
56
Citigroup
New York
$2.82M +$1.71M +45,269 +153%
Millennium Management
57
Millennium Management
New York
$2.79M -$9.63M -255,212 -78%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$2.78M -$75.7K -2,008 -3%
ECM
59
ExodusPoint Capital Management
New York
$2.75M +$583K +15,464 +27%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$159K -4,206 -5%
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$2.7M +$863K +22,883 +47%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$2.66M -$2.14M -56,697 -45%
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.62M +$159K +4,224 +6%
UBS AM
64
UBS AM
Illinois
$2.59M – – –
MWM
65
Modera Wealth Management
New Jersey
$2.49M -$490 -13 -0%
Stifel Financial
66
Stifel Financial
Missouri
$2.43M -$402K -10,661 -14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M +$2.36M +62,500 New
WSFS
68
Wilmington Savings Fund Society
Delaware
$2.31M -$490K -12,980 -17%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$2.31M -$161K -4,270 -7%
NSAM
70
North Star Asset Management
Wisconsin
$2.08M -$1.75M -46,305 -46%
HFS
71
Hantz Financial Services
Michigan
$2.05M +$49K +1,299 +2%
TPSF
72
Texas Permanent School Fund
Texas
$2.04M -$43.3K -1,149 -2%
EGM
73
Engineers Gate Manager
New York
$2M -$419K -11,120 -17%
Canada Life
74
Canada Life
Manitoba, Canada
$2M -$229K -6,085 -10%
Rafferty Asset Management
75
Rafferty Asset Management
New York
$2M +$772K +20,472 +63%
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