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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 %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$937K +$45.3K +1,200 +5%
AB
102
Amalgamated Bank
New York
$930K -$45.7K -1,212 -5%
MSRPS
103
Maryland State Retirement & Pension System
Maryland
$903K -$32.8K -870 -4%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$875K +$875K +23,205 New
SM
105
Salzhauer Michael
$867K – – –
RA
106
Royce & Associates
New York
$849K – – –
LAM
107
Lountzis Asset Management
Pennsylvania
$821K – – –
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$790K +$42K +1,115 +6%
GLA
109
Great Lakes Advisors
Illinois
$748K -$412K -10,920 -35%
AQR Capital Management
110
AQR Capital Management
Connecticut
$748K +$748K +19,842 New
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$724K -$20.8K -551 -3%
Victory Capital Management
112
Victory Capital Management
Texas
$668K +$34.4K +913 +5%
ST
113
Sageworth Trust
Pennsylvania
$664K – – –
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$656K +$51.3K +1,360 +8%
ASRS
115
Arizona State Retirement System
Arizona
$650K -$22.8K -604 -3%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$622K -$691K -18,320 -53%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$611K -$28.1K -745 -4%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$567K -$317K -8,406 -36%
DCM
119
Dupont Capital Management
Delaware
$549K -$54.4K -1,442 -9%
XT
120
XTX Topco
Cayman Islands
$534K +$314K +8,316 +142%
RMC
121
Resources Management Corp
Connecticut
$528K +$521K +13,820 +7,897%
IIM
122
Ironwood Investment Management
Massachusetts
$480K -$13.6K -360 -3%
MFGP
123
Marshall Financial Group (Pennsylvania)
Pennsylvania
$455K – – –
MOACM
124
Mutual of America Capital Management
New York
$453K -$25.8K -685 -5%
UF
125
Univest Financial
Pennsylvania
$448K – – –
3 4
5
6 7