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WSFS Financial
WSFS

Overview Fund Activity

261 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+29
Holders Change %
+12.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
71
Reduced
98
Closed
14
Calls
$876K
Puts
$479K
Net Calls
+$397K
Net Calls Change
-$289K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$24M
3
FCM
3
Frontier Capital Management
Massachusetts
$34.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$143M
2
CB
2
Cooke & Bieler
Pennsylvania
$39.3M
3
Jennison Associates
3
Jennison Associates
New York
$18.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$680K -$83.1K -1,631 -11%
DT
127
Diversified Trust
Tennessee
$653K +$72.7K +1,425 +13%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$646K -$14.3K -280 -2%
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$627K +$56.1K +1,100 +10%
MFGP
130
Marshall Financial Group (Pennsylvania)
Pennsylvania
$616K – – –
LIG
131
Lokken Investment Group
Delaware
$611K +$51 +1 +0%
UF
132
Univest Financial
Pennsylvania
$606K – – –
EH
133
Equitable Holdings
New York
$579K +$1.28K +25 +0.2%
HTC
134
Haverford Trust Company
Pennsylvania
$556K -$122K -2,400 -18%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$552K -$3.72K -73 -0.7%
P
136
&Partners
Tennessee
$545K +$545K +10,682 New
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$544K – – –
FHB
138
First Hawaiian Bank
Hawaii
$534K -$1.22K -24 -0.2%
AACP
139
Advantage Alpha Capital Partners
California
$483K +$73.7K +1,446 +18%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$482K -$163K -3,194 -25%
GT
141
Glenmede Trust
Pennsylvania
$473K +$82.2K +1,612 +21%
IIM
142
Ironwood Investment Management
Massachusetts
$473K – – –
VI
143
Versor Investments
New York
$464K -$296K -5,800 -39%
MOACM
144
Mutual of America Capital Management
New York
$455K -$49.1K -963 -10%
CC
145
Centiva Capital
New York
$441K +$441K +8,649 New
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$439K – – –
TSS
147
Two Sigma Securities
New York
$435K +$176K +3,446 +68%
BHCM
148
Brevan Howard Capital Management
Jersey
$408K +$408K +8,006 New
FNBT
149
FineMark National Bank & Trust
Florida
$404K – – –
CSS
150
Cubist Systematic Strategies
Connecticut
$395K +$395K +7,745 New
4 5
6
7 8