WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

216 hedge funds and large institutions have $1.94B invested in WSFS Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+9
Holders Change %
+4.35%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
82
Closed
15
Calls
$605K
Puts
–
Net Calls
+$605K
Net Calls Change
+$583K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.86M
2
Brown Advisory
2
Brown Advisory
Maryland
$30M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.89M
4
American Century Companies
4
American Century Companies
Missouri
$12.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$14.9M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$64.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$18.7M
3
Comerica Bank
3
Comerica Bank
Texas
$1.47M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$91.8M
5
State Street
5
State Street
Massachusetts
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
126
XTX Topco
Cayman Islands
$507K -$9.82K -269 -2%
IIM
127
Ironwood Investment Management
Massachusetts
$465K – – –
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$454K +$60.3K +1,652 +15%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$454K +$116K +3,187 +34%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$448K -$100K -2,739 -18%
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$441K – – –
UF
132
Univest Financial
Pennsylvania
$434K – – –
Bessemer Group
133
Bessemer Group
New Jersey
$408K +$174K +4,760 +74%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$399K – – –
LIG
135
Lokken Investment Group
Delaware
$397K – – –
MOACM
136
Mutual of America Capital Management
New York
$391K -$47.5K -1,302 -11%
FHB
137
First Hawaiian Bank
Hawaii
$384K – – –
EH
138
Equitable Holdings
New York
$380K +$54.4K +1,491 +17%
AAM
139
Advisors Asset Management
Colorado
$372K -$5.66K -155 -1%
Osaic Holdings
140
Osaic Holdings
Arizona
$367K +$4.67K +128 +1%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$342K -$54.2K -1,484 -14%
ProShare Advisors
142
ProShare Advisors
Maryland
$340K -$9.24K -253 -3%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$336K – – –
AA
144
ALPS Advisors
Colorado
$327K +$327K +8,970 New
PCM
145
Prelude Capital Management
New York
$326K +$326K +8,927 New
API
146
Advisor Partners II
California
$314K +$314K +8,614 New
RCM
147
Radnor Capital Management
Pennsylvania
$312K +$312K +8,550 New
MML Investors Services
148
MML Investors Services
Massachusetts
$292K +$548 +15 +0.2%
FNBT
149
FineMark National Bank & Trust
Florida
$290K +$290K +7,932 New
DT
150
Diversified Trust
Tennessee
$288K +$12.6K +345 +5%
4 5
6
7 8