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WSFS Financial

248 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-13
Holders Change %
-4.98%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
80
Reduced
81
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Shares
Change %
MFGP
126
Marshall Financial Group (Pennsylvania)
Pennsylvania
$642K
UF
127
Univest Financial
Pennsylvania
$632K
EH
128
Equitable Holdings
New York
$605K +$1.17K +22 +0.2%
P
129
&Partners
Tennessee
$584K +$14.7K +275 +3%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$567K
AACP
131
Advantage Alpha Capital Partners
California
$566K +$62.8K +1,182 +12%
FHB
132
First Hawaiian Bank
Hawaii
$557K
Holocene Advisors
133
Holocene Advisors
New York
$556K +$556K +10,471 New
GT
134
Glenmede Trust
Pennsylvania
$545K +$52K +979 +11%
HTC
135
Haverford Trust Company
Pennsylvania
$508K -$71.7K -1,350 -12%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$505K +$2.98K +56 +0.6%
IIM
137
Ironwood Investment Management
Massachusetts
$493K
MOACM
138
Mutual of America Capital Management
New York
$474K +$372 +7 +0.1%
RA
139
Royce & Associates
New York
$464K -$3.69M -69,436 -89%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$457K -$532 -10 -0.1%
PA
141
Profund Advisors
Maryland
$443K +$138K +2,588 +45%
TSS
142
Two Sigma Securities
New York
$431K -$22.8K -429 -5%
FNBT
143
FineMark National Bank & Trust
Florida
$421K
PVI
144
Pine Valley Investments
New Jersey
$407K -$266 -5 -0.1%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$392K
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$370K +$38.3K +720 +12%
Lido Advisors
147
Lido Advisors
California
$339K +$88.3K +1,662 +35%
SO
148
STRS Ohio
Ohio
$335K
MML Investors Services
149
MML Investors Services
Massachusetts
$330K -$10.9K -206 -3%
WCA
150
Westover Capital Advisors
Delaware
$329K