WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

216 hedge funds and large institutions have $1.94B invested in WSFS Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+9
Holders Change %
+4.35%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
82
Closed
15
Calls
$605K
Puts
–
Net Calls
+$605K
Net Calls Change
+$583K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.86M
2
Brown Advisory
2
Brown Advisory
Maryland
$30M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.89M
4
American Century Companies
4
American Century Companies
Missouri
$12.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$14.9M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$64.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$18.7M
3
Comerica Bank
3
Comerica Bank
Texas
$1.47M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$91.8M
5
State Street
5
State Street
Massachusetts
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$282K +$11.5K +316 +4%
Amundi
152
Amundi
France
$270K -$6.92K -196 -2%
PFO
153
Pathstone Family Office
New Jersey
$266K +$266K +7,291 New
OR
154
Olympiad Research
Connecticut
$264K +$264K +7,243 New
PVI
155
Pine Valley Investments
New Jersey
$256K +$511 +14 +0.2%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$241K +$241K +6,609 New
Point72 Asset Management
157
Point72 Asset Management
Connecticut
$235K +$235K +6,438 New
SO
158
STRS Ohio
Ohio
$233K +$189K +5,200 +433%
FFM
159
Forum Financial Management
Illinois
$232K – – –
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$225K -$12.8K -351 -5%
OQS
161
Occudo Quantitative Strategies
Florida
$225K +$225K +6,154 New
WCA
162
Westover Capital Advisors
Delaware
$223K – – –
Truist Financial
163
Truist Financial
North Carolina
$223K -$9.6K -263 -4%
AIP
164
Ameritas Investment Partners
Nebraska
$222K +$37.5K +1,028 +20%
GT
165
Glenmede Trust
Pennsylvania
$219K +$219K +5,987 New
LPL Financial
166
LPL Financial
California
$211K +$211K +5,778 New
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$210K +$210K +5,760 New
AFG
168
Allegheny Financial Group
Pennsylvania
$201K +$730 +20 +0.4%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$201K +$99.3K +2,720 +98%
VI
170
Vestcor Inc
New Brunswick, Canada
$159K +$159K +4,369 New
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$129K +$6.42K +176 +5%
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$110K – – –
US Bancorp
173
US Bancorp
Minnesota
$107K – – –
Fidelity Investments
174
Fidelity Investments
Massachusetts
$98.9K +$7.05K +193 +8%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$93.3K -$1.28K -35 -1%
5 6
7
8 9