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WSFS Financial

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $2.6B → $2.29B (-$306M)

37% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 102

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$18.8M
2 +$15.4M
3 +$5.25M
4
State Street
State Street
Massachusetts
+$4.92M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$3.78M

Top Sellers

1 -$44.3M
2 -$21.6M
3 -$11.7M
4
Invesco
Invesco
Georgia
-$7.37M
5
CB
Cooke & Bieler
Pennsylvania
-$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$528K
127
$516K
128
$515K
129
$504K
130
$495K
131
$493K
132
$492K
133
$486K
134
$481K
135
$478K
136
$475K
137
$455K
138
$451K
139
$441K
140
$439K
141
$425K
142
$423K
143
$422K
144
$417K
145
$391K
146
$377K
147
$359K
148
$348K
149
$338K
150
$328K