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WSFS Financial
WSFS

Overview Fund Activity

239 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
70
Reduced
100
Closed
23
Calls
$605K
Puts
$18K
Net Calls
+$587K
Net Calls Change
+$522K

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$28.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$331M
3
BlackRock
BlackRock
New York
$403M
4
American Century Companies
American Century Companies
Missouri
$31M
5
CIP
Champlain Investment Partners
Vermont
$58.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.6M
2
Jennison Associates
Jennison Associates
New York
$15.6M
3
Norges Bank
Norges Bank
Norway
$24.1M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$590K -$1.44K -32 -0.2%
ProShare Advisors
127
ProShare Advisors
Maryland
$550K +$31.3K +693 +6%
NSAM
128
North Star Asset Management
Wisconsin
$549K -$209K -4,635 -28%
MFGP
129
Marshall Financial Group (Pennsylvania)
Pennsylvania
$545K – – –
UF
130
Univest Financial
Pennsylvania
$537K – – –
LIG
131
Lokken Investment Group
Delaware
$536K +$45.2K +1,001 +9%
EH
132
Equitable Holdings
New York
$510K +$1.4K +31 +0.3%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$509K +$34.2K +757 +7%
DT
134
Diversified Trust
Tennessee
$504K +$148K +3,280 +42%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$488K +$72.3K +1,600 +17%
FHB
136
First Hawaiian Bank
Hawaii
$476K – – –
MOACM
137
Mutual of America Capital Management
New York
$471K -$9.03K -200 -2%
SCM
138
Semanteon Capital Management
Massachusetts
$467K +$467K +10,339 New
Amundi
139
Amundi
France
$445K +$115K +2,740 +35%
SO
140
STRS Ohio
Ohio
$437K -$27K -600 -6%
IIM
141
Ironwood Investment Management
Massachusetts
$418K -$156K -3,465 -27%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$417K -$76.2K -1,688 -15%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$405K -$524K -11,622 -56%
AACP
144
Advantage Alpha Capital Partners
California
$400K -$136K -3,023 -25%
RCM
145
Radnor Capital Management
Pennsylvania
$386K – – –
OR
146
Olympiad Research
Connecticut
$383K +$383K +8,483 New
PCM
147
Prelude Capital Management
New York
$368K +$368K +8,143 New
AA
148
ALPS Advisors
Colorado
$358K -$24.8K -549 -6%
FNBT
149
FineMark National Bank & Trust
Florida
$358K – – –
Los Angeles Capital Management
150
Los Angeles Capital Management
California
$353K +$145K +3,204 +70%
4 5
6
7 8