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WSFS Financial
WSFS

Overview Fund Activity

235 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
97
Closed
23
Calls
$246K
Puts
$302K
Net Calls
-$56K
Net Calls Change
+$169K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.7M
2
Franklin Resources
2
Franklin Resources
California
$111M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M
4
Millennium Management
4
Millennium Management
New York
$8.56M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.51M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.51M
2
Macquarie Group
2
Macquarie Group
Australia
$98.9M
3
Invesco
3
Invesco
Georgia
$46.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.5M
5
State Street
5
State Street
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$395K -$56.2K -1,209 -12%
Squarepoint
152
Squarepoint
New York
$364K +$79.3K +1,707 +28%
ECM
153
ExodusPoint Capital Management
New York
$343K +$343K +7,379 New
TRCT
154
Tower Research Capital (TRC)
New York
$326K -$239K -5,126 -42%
NC
155
NinePointTwo Capital
California
$324K +$61K +1,315 +23%
SWM
156
SeaCrest Wealth Management
New York
$322K – – –
EVM
157
Eaton Vance Management
Massachusetts
$317K +$5.35K +115 +2%
V
158
Veritable
Delaware
$314K -$928 -20 -0.3%
M&T Bank
159
M&T Bank
New York
$297K -$77.5K -1,672 -21%
DA
160
Duality Advisers
Florida
$291K -$618K -13,294 -68%
DT
161
Diversified Trust
Tennessee
$278K – – –
BSW
162
Buckingham Strategic Wealth
Missouri
$275K – – –
MML Investors Services
163
MML Investors Services
Massachusetts
$270K +$12.9K +277 +5%
UBS Group
164
UBS Group
Switzerland
$269K +$70.4K +1,513 +35%
ACM
165
Aquatic Capital Management
Illinois
$265K +$265K +5,700 New
EGM
166
Engineers Gate Manager
New York
$261K -$200K -4,289 -43%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$259K +$259K +5,584 New
CGH
168
Crossmark Global Holdings
Texas
$258K -$3.4K -73 -1%
KBC Group
169
KBC Group
Belgium
$257K – – –
RJFSA
170
Raymond James Financial Services Advisors
Florida
$257K +$257K +5,534 New
KeyBank National Association
171
KeyBank National Association
Ohio
$257K +$257K +5,538 New
AFG
172
Allegheny Financial Group
Pennsylvania
$252K +$695 +15 +0.3%
US Bancorp
173
US Bancorp
Minnesota
$233K +$9.74K +210 +4%
PA
174
Profund Advisors
Maryland
$228K -$28.2K -606 -11%
AIP
175
Ameritas Investment Partners
Nebraska
$224K – – –
5 6
7
8 9