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WSFS Financial
WSFS

Overview Fund Activity

207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-17
Holders Change %
-7.59%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$304K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Franklin Resources
2
Franklin Resources
California
$96.9M
3
BCM
3
Bridgeway Capital Management
Texas
$5.54M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$11.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.79M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.83M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.64M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$429K -$1.64M -43,488 -79%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$412K – – –
LIG
128
Lokken Investment Group
Delaware
$410K +$38 +1 +0%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$410K -$28.3K -750 -6%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$407K +$50.7K +1,345 +14%
FHB
131
First Hawaiian Bank
Hawaii
$397K +$1.17K +31 +0.3%
AAM
132
Advisors Asset Management
Colorado
$391K -$255K -6,765 -40%
Osaic Holdings
133
Osaic Holdings
Arizona
$375K -$23.4K -619 -6%
ProShare Advisors
134
ProShare Advisors
Maryland
$361K +$25.6K +679 +8%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$349K -$40.1K -1,063 -10%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$347K – – –
ECM
137
Everence Capital Management
Indiana
$342K – – –
EH
138
Equitable Holdings
New York
$337K +$1.4K +37 +0.4%
QC
139
Quadrature Capital
United Kingdom
$331K +$331K +8,791 New
Amundi
140
Amundi
France
$304K -$21.1K -544 -6%
MML Investors Services
141
MML Investors Services
Massachusetts
$301K +$36.7K +974 +14%
DT
142
Diversified Trust
Tennessee
$284K -$5.36K -142 -2%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$279K -$98.1K -2,604 -26%
PVI
144
Pine Valley Investments
New Jersey
$264K +$264K +6,988 New
V
145
Veritable
Delaware
$260K +$4.53K +120 +2%
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
$246K -$7.73K -205 -3%
Bessemer Group
147
Bessemer Group
New Jersey
$242K +$237K +6,280 +4,618%
Assenagon Asset Management
148
Assenagon Asset Management
Luxembourg
$240K -$424K -11,249 -64%
Truist Financial
149
Truist Financial
North Carolina
$240K -$218K -5,776 -48%
FFM
150
Forum Financial Management
Illinois
$240K +$240K +6,361 New
4 5
6
7 8