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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.51B invested in WSFS Financial in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-7
Holders Change %
-2.93%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
72
Reduced
95
Closed
27
Calls
$686K
Puts
–
Net Calls
+$686K
Net Calls Change
+$99K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$142M
2
American Century Companies
2
American Century Companies
Missouri
$41.2M
3
Invesco
3
Invesco
Georgia
$43M
4
Jennison Associates
4
Jennison Associates
New York
$23.1M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$183M

Top Sellers

1
BlackRock
1
BlackRock
New York
$405M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.3M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$41.2M
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
126
Marshall Financial Group (Pennsylvania)
Pennsylvania
$568K – – –
LIG
127
Lokken Investment Group
Delaware
$563K +$5.12K +109 +0.9%
UF
128
Univest Financial
Pennsylvania
$559K – – –
DT
129
Diversified Trust
Tennessee
$535K +$10.6K +225 +2%
EH
130
Equitable Holdings
New York
$533K +$1.32K +28 +0.2%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$527K +$18.8K +400 +4%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$512K -$18.2K -388 -3%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$502K -$117K -2,488 -19%
FHB
134
First Hawaiian Bank
Hawaii
$494K -$1.46K -31 -0.3%
MOACM
135
Mutual of America Capital Management
New York
$464K -$25.9K -552 -5%
ProShare Advisors
136
ProShare Advisors
Maryland
$437K -$136K -2,888 -24%
IIM
137
Ironwood Investment Management
Massachusetts
$436K – – –
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$404K -$29.8K -634 -7%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$400K -$21.4K -456 -5%
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$377K +$55.5K +1,181 +17%
AACP
141
Advantage Alpha Capital Partners
California
$377K -$39.6K -843 -10%
FNBT
142
FineMark National Bank & Trust
Florida
$373K – – –
AA
143
ALPS Advisors
Colorado
$371K -$2.07K -44 -0.6%
Los Angeles Capital Management
144
Los Angeles Capital Management
California
$367K – – –
GT
145
Glenmede Trust
Pennsylvania
$361K +$32.5K +691 +10%
PVI
146
Pine Valley Investments
New Jersey
$359K +$611 +13 +0.2%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$341K +$1.98K +42 +0.6%
NSAM
148
North Star Asset Management
Wisconsin
$341K -$230K -4,904 -40%
AA
149
AlphaMark Advisors
Kentucky
$329K +$329K +7,009 New
KeyBank National Association
150
KeyBank National Association
Ohio
$310K +$102K +2,161 +49%
4 5
6
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