WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+29
Holders Change %
+14.43%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
114
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

1
BlackRock
1
BlackRock
New York
$441M
2
Franklin Resources
2
Franklin Resources
California
$62.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$332M
4
CIP
4
Champlain Investment Partners
Vermont
$46.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$152M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.28M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
JAM
4
Jacobs Asset Management
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$727K +$250K +5,362 +52%
DIA
127
Dean Investment Associates
Ohio
$723K +$723K +15,500 New
LPL Financial
128
LPL Financial
California
$701K +$701K +15,032 New
ProShare Advisors
129
ProShare Advisors
Maryland
$672K +$124K +2,673 +23%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$657K – – –
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$630K +$203K +4,359 +48%
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$629K +$38.5K +826 +7%
Victory Capital Management
133
Victory Capital Management
Texas
$597K +$117K +2,914 +24%
MF
134
Magnetar Financial
Illinois
$595K +$595K +12,763 New
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$592K +$10.9K +233 +2%
MFGP
136
Marshall Financial Group (Pennsylvania)
Pennsylvania
$563K +$563K +12,075 New
UF
137
Univest Financial
Pennsylvania
$554K +$554K +11,886 New
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$509K +$509K +10,928 New
DCM
139
Dean Capital Management
Kansas
$492K +$492K +10,561 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$488K -$13K -279 -3%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$480K +$230K +4,944 +92%
ECM
142
Everence Capital Management
Indiana
$477K +$222K +4,770 +87%
PWA
143
Pillar Wealth Advisors
Pennsylvania
$467K – – –
TBA
144
Tower Bridge Advisors
Pennsylvania
$461K +$461K +9,892 New
MOACM
145
Mutual of America Capital Management
New York
$440K +$137K +2,936 +45%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$429K -$219K -4,700 -34%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$398K +$76.1K +1,630 +24%
IA
148
IndexIQ Advisors
New York
$383K +$383K +8,212 New
EVM
149
Eaton Vance Management
Massachusetts
$377K +$36.8K +788 +11%
M&T Bank
150
M&T Bank
New York
$368K +$368K +7,877 New
4 5
6
7 8