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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.26B invested in WSFS Financial in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
65
Reduced
104
Closed
17
Calls
$36K
Puts
$261K
Net Calls
-$225K
Net Calls Change
-$872K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$82M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$47.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$141M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.6M
5
Macquarie Group
5
Macquarie Group
Australia
$98.8M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$16.6M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$1.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$47.6M
4
State Street
4
State Street
Massachusetts
$107M
5
ZCM
5
Ziegler Capital Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$565K – – –
RMC
127
Resources Management Corp
Connecticut
$561K +$561K +13,995 New
IIM
128
Ironwood Investment Management
Massachusetts
$545K -$216K -5,400 -28%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$516K -$25.1K -625 -5%
TRCT
130
Tower Research Capital (TRC)
New York
$486K +$405K +10,117 +503%
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$484K – – –
UF
132
Univest Financial
Pennsylvania
$477K – – –
WCA
133
Westover Capital Advisors
Delaware
$446K +$201K +5,000 +82%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$438K – – –
MOACM
135
Mutual of America Capital Management
New York
$436K +$57.6K +1,437 +15%
LIG
136
Lokken Investment Group
Delaware
$436K +$102K +2,550 +31%
FHB
137
First Hawaiian Bank
Hawaii
$426K +$194K +4,835 +83%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$410K -$133K -3,308 -24%
ECM
139
Everence Capital Management
Indiana
$410K – – –
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$404K -$15.8K -388 -4%
PWA
141
Pillar Wealth Advisors
Pennsylvania
$402K – – –
NYLIM
142
New York Life Investment Management
New York
$401K +$401K +10,003 New
EGM
143
Engineers Gate Manager
New York
$397K +$397K +9,897 New
TBA
144
Tower Bridge Advisors
Pennsylvania
$397K – – –
Osaic Holdings
145
Osaic Holdings
Arizona
$394K +$37.5K +931 +11%
DIA
146
Dean Investment Associates
Ohio
$391K -$231K -5,749 -37%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$388K -$30.2K -756 -7%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$369K – – –
ProShare Advisors
149
ProShare Advisors
Maryland
$365K -$214K -5,342 -37%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$342K – – –
4 5
6
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