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WSFS Financial

230 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 102 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $2.6B → $2.29B (-$306M)

37% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 102

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$18.8M
2 +$15.4M
3 +$5.25M
4
State Street
State Street
Massachusetts
+$4.92M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$3.78M

Top Sellers

1 -$44.3M
2 -$21.6M
3 -$11.7M
4
Invesco
Invesco
Georgia
-$7.37M
5
CB
Cooke & Bieler
Pennsylvania
-$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$322K
152
$318K
153
$314K
154
$313K
155
$307K
156
$297K
157
$284K
158
$269K
159
$261K
160
$251K
161
$247K
162
$234K
163
$229K
164
$220K
165
$213K
166
$209K
167
$207K
168
$204K
169
$204K
170
$203K
171
$176K
172
$175K
173
$168K
174
$149K
175
$137K