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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 %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$528K +$143K +3,147 +37%
Jane Street
127
Jane Street
New York
$516K -$575K -12,676 -53%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$515K -$56.4K -1,244 -10%
WCA
129
Westover Capital Advisors
Delaware
$504K – – –
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$495K – – –
LIG
131
Lokken Investment Group
Delaware
$493K – – –
AIM
132
ARGA Investment Management
Connecticut
$492K – – –
E
133
Ergoteles
New York
$486K -$145K -3,193 -23%
FHB
134
First Hawaiian Bank
Hawaii
$481K -$1.77K -39 -0.4%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$478K -$46.9K -1,035 -9%
Osaic Holdings
136
Osaic Holdings
Arizona
$475K +$31.9K +703 +7%
PWA
137
Pillar Wealth Advisors
Pennsylvania
$455K – – –
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$451K +$590 +13 +0.1%
WG
139
Winton Group
United Kingdom
$441K -$2.5M -55,245 -85%
ProShare Advisors
140
ProShare Advisors
Maryland
$439K +$44.6K +983 +11%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$425K +$38.3K +844 +10%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$423K -$1.01M -22,251 -70%
EGM
143
Engineers Gate Manager
New York
$422K +$168K +3,696 +66%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$417K – – –
TBA
145
Tower Bridge Advisors
Pennsylvania
$391K – – –
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$377K -$540K -11,921 -59%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$359K -$188K -4,140 -34%
DT
148
Diversified Trust
Tennessee
$348K +$77.1K +1,700 +28%
CC
149
Centiva Capital
New York
$338K +$338K +7,450 New
PAMS
150
Pictet Asset Management (Switzerland)
Switzerland
$328K +$328K +7,225 New
4 5
6
7 8