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WSFS Financial
WSFS

Overview Fund Activity

241 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
126
Haverford Trust Company
Pennsylvania
$749K +$749K +16,307 New
VI
127
Versor Investments
New York
$735K +$735K +16,000 New
Bessemer Group
128
Bessemer Group
New Jersey
$684K +$171K +3,718 +33%
ECM
129
ExodusPoint Capital Management
New York
$668K -$2.13M -46,455 -76%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$655K +$655K +14,261 New
ST
131
Sageworth Trust
Pennsylvania
$651K – – –
HF
132
HRT Financial
New York
$645K -$1.46M -31,708 -69%
RMC
133
Resources Management Corp
Connecticut
$643K – – –
JFG
134
Jefferies Financial Group
New York
$632K +$632K +13,750 New
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$607K +$35.9K +781 +6%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$604K +$32.6K +710 +6%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$602K -$1.27M -27,715 -68%
IIM
138
Ironwood Investment Management
Massachusetts
$585K – – –
Russell Investments Group
139
Russell Investments Group
United Kingdom
$566K +$1.65K +36 +0.3%
MFGP
140
Marshall Financial Group (Pennsylvania)
Pennsylvania
$555K – – –
UF
141
Univest Financial
Pennsylvania
$546K – – –
AACP
142
Advantage Alpha Capital Partners
California
$546K +$546K +11,885 New
MCCA
143
Mill Creek Capital Advisors
Pennsylvania
$528K -$145K -3,148 -21%
ProShare Advisors
144
ProShare Advisors
Maryland
$528K +$99.6K +2,169 +23%
EH
145
Equitable Holdings
New York
$518K +$39.7K +864 +8%
PMEF
146
Point72 Middle East FZE
United Arab Emirates
$517K +$405K +8,826 +364%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$502K – – –
LIG
148
Lokken Investment Group
Delaware
$500K +$46 +1 +0%
MOACM
149
Mutual of America Capital Management
New York
$488K -$3.26K -71 -0.7%
FHB
150
First Hawaiian Bank
Hawaii
$484K +$551 +12 +0.1%
4 5
6
7 8