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WSFS Financial
WSFS

Overview Fund Activity

235 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
97
Closed
23
Calls
$246K
Puts
$302K
Net Calls
-$56K
Net Calls Change
+$169K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.7M
2
Franklin Resources
2
Franklin Resources
California
$111M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M
4
Millennium Management
4
Millennium Management
New York
$8.56M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.51M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.51M
2
Macquarie Group
2
Macquarie Group
Australia
$98.9M
3
Invesco
3
Invesco
Georgia
$46.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.5M
5
State Street
5
State Street
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$633K -$234K -5,042 -27%
IIM
127
Ironwood Investment Management
Massachusetts
$632K – – –
SG Americas Securities
128
SG Americas Securities
New York
$617K -$129K -2,784 -17%
MOACM
129
Mutual of America Capital Management
New York
$587K +$81.9K +1,763 +16%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$586K +$241K +5,180 +70%
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$584K -$14K -302 -2%
MFGP
132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$561K – – –
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$560K -$1.06M -22,873 -65%
UF
134
Univest Financial
Pennsylvania
$552K – – –
Natixis Advisors
135
Natixis Advisors
Massachusetts
$538K +$538K +11,587 New
WCA
136
Westover Capital Advisors
Delaware
$516K – – –
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$508K – – –
LIG
138
Lokken Investment Group
Delaware
$505K +$46 +1 +0%
NYLIM
139
New York Life Investment Management
New York
$505K +$40K +860 +9%
AIM
140
ARGA Investment Management
Connecticut
$504K +$504K +10,848 New
FHB
141
First Hawaiian Bank
Hawaii
$494K +$418 +9 +0.1%
ECM
142
Everence Capital Management
Indiana
$475K – – –
PWA
143
Pillar Wealth Advisors
Pennsylvania
$466K – – –
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$461K +$557 +12 +0.1%
Osaic Holdings
145
Osaic Holdings
Arizona
$455K +$512 +11 +0.1%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$430K -$44.6K -959 -9%
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$428K – – –
ProShare Advisors
148
ProShare Advisors
Maryland
$404K -$18.4K -397 -4%
TBA
149
Tower Bridge Advisors
Pennsylvania
$401K -$58.5K -1,260 -13%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$396K – – –
4 5
6
7 8