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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 %
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$1.14M +$503K +11,100 +79%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.13M -$20.2K -445 -2%
SM
103
Salzhauer Michael
$1.04M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$997K +$997K +22,000 New
LAM
105
Lountzis Asset Management
Pennsylvania
$957K – – –
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$929K -$27.8K -613 -3%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$900K – – –
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$866K -$51.6K -1,137 -6%
ASRS
109
Arizona State Retirement System
Arizona
$813K +$15.6K +345 +2%
ST
110
Sageworth Trust
Pennsylvania
$798K – – –
AAM
111
Advisors Asset Management
Colorado
$791K -$358K -7,885 -31%
Truist Financial
112
Truist Financial
North Carolina
$758K +$139K +3,075 +23%
DCM
113
Dupont Capital Management
Delaware
$739K -$109K -2,398 -13%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$727K +$20K +440 +3%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$721K -$16.8K -371 -2%
LPL Financial
116
LPL Financial
California
$693K +$22.4K +494 +3%
RMC
117
Resources Management Corp
Connecticut
$635K – – –
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$619K +$619K +13,654 New
IIM
119
Ironwood Investment Management
Massachusetts
$594K -$22.7K -500 -4%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$589K +$19.5K +430 +3%
MOACM
121
Mutual of America Capital Management
New York
$585K +$12.3K +272 +2%
Victory Capital Management
122
Victory Capital Management
Texas
$575K -$65.9K -1,453 -10%
NYLIM
123
New York Life Investment Management
New York
$552K +$59.2K +1,306 +12%
MFGP
124
Marshall Financial Group (Pennsylvania)
Pennsylvania
$547K – – –
UF
125
Univest Financial
Pennsylvania
$539K – – –
3 4
5
6 7