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WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+29
Holders Change %
+14.43%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
114
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

1
BlackRock
1
BlackRock
New York
$441M
2
Franklin Resources
2
Franklin Resources
California
$62.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$332M
4
CIP
4
Champlain Investment Partners
Vermont
$46.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$152M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.28M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
JAM
4
Jacobs Asset Management
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Profund Advisors
Maryland
$348K +$34.6K +742 +11%
BBHC
152
Brown Brothers Harriman & Co
New York
$336K +$336K +7,200 New
LIG
153
Lokken Investment Group
Delaware
$334K +$40 +1 +0%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$328K +$164K +3,526 +100%
SWM
155
SeaCrest Wealth Management
New York
$323K – – –
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$319K +$24.2K +520 +8%
V
157
Veritable
Delaware
$316K +$316K +6,769 New
HTC
158
Haverford Trust Company
Pennsylvania
$303K +$303K +6,504 New
WG
159
Winton Group
United Kingdom
$300K -$472K -10,143 -61%
WCA
160
Westover Capital Advisors
Delaware
$285K – – –
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$285K +$2.24K +48 +0.8%
DT
162
Diversified Trust
Tennessee
$279K +$279K +5,974 New
BSW
163
Buckingham Strategic Wealth
Missouri
$276K +$276K +5,922 New
FHB
164
First Hawaiian Bank
Hawaii
$271K -$467 -10 -0.2%
NC
165
NinePointTwo Capital
California
$264K – – –
CGH
166
Crossmark Global Holdings
Texas
$262K +$60.9K +1,307 +30%
US Bancorp
167
US Bancorp
Minnesota
$261K -$13.3K -285 -5%
AFG
168
Allegheny Financial Group
Pennsylvania
$252K +$252K +5,408 New
MML Investors Services
169
MML Investors Services
Massachusetts
$252K +$252K +5,413 New
SG Americas Securities
170
SG Americas Securities
New York
$246K -$3.31M -70,841 -93%
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$241K +$241K +5,163 New
AIP
172
Ameritas Investment Partners
Nebraska
$236K +$67.9K +1,455 +40%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$228K +$53.5K +1,150 +31%
JCM
174
Jacobi Capital Management
Pennsylvania
$217K +$217K +4,650 New
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$210K +$1.49K +32 +0.7%
5 6
7
8 9