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WSFS Financial

224 hedge funds and large institutions have $2.03B invested in WSFS Financial in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
71
Reduced
83
Closed
27
Calls
$38K
Puts
$320K
Net Calls
-$282K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
126
Ironwood Investment Management
Massachusetts
$493K
MOACM
127
Mutual of America Capital Management
New York
$477K -$8.24K -219 -2%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$461K -$27.2K -724 -6%
Truist Financial
129
Truist Financial
North Carolina
$457K -$172K -4,567 -27%
MFGP
130
Marshall Financial Group (Pennsylvania)
Pennsylvania
$454K
UF
131
Univest Financial
Pennsylvania
$447K
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$437K +$9.48K +252 +2%
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$432K -$287K -7,620 -40%
WCA
134
Westover Capital Advisors
Delaware
$418K
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$411K
LIG
136
Lokken Investment Group
Delaware
$409K +$38 +1 +0%
AIM
137
ARGA Investment Management
Connecticut
$408K
Osaic Holdings
138
Osaic Holdings
Arizona
$397K +$2.6K +69 +0.7%
FHB
139
First Hawaiian Bank
Hawaii
$395K -$4.33K -115 -1%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$388K +$121K +3,206 +45%
PWA
141
Pillar Wealth Advisors
Pennsylvania
$377K
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$377K +$2.75K +73 +0.7%
GCM
143
Graham Capital Management
Connecticut
$365K +$365K +9,710 New
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$356K +$3.05K +81 +0.9%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$346K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$346K -$92.2K -2,451 -21%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$337K +$39.1K +1,039 +13%
ProShare Advisors
148
ProShare Advisors
Maryland
$335K -$29.6K -787 -8%
EH
149
Equitable Holdings
New York
$334K +$334K +8,886 New
TBA
150
Tower Bridge Advisors
Pennsylvania
$310K -$15K -400 -5%