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WSFS Financial
WSFS

Overview Fund Activity

241 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$483K +$483K +10,524 New
SO
152
STRS Ohio
Ohio
$473K +$179K +3,900 +61%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$434K +$3.58K +78 +0.8%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$423K – – –
TRCT
155
Tower Research Capital (TRC)
New York
$395K +$278K +6,060 +238%
Osaic Holdings
156
Osaic Holdings
Arizona
$394K -$67.9K -1,479 -15%
RCM
157
Radnor Capital Management
Pennsylvania
$393K – – –
MML Investors Services
158
MML Investors Services
Massachusetts
$392K +$25.2K +549 +7%
AA
159
ALPS Advisors
Colorado
$390K -$22.2K -484 -5%
FNBT
160
FineMark National Bank & Trust
Florida
$364K – – –
DT
161
Diversified Trust
Tennessee
$362K – – –
Amundi
162
Amundi
France
$352K +$10.5K +235 +3%
PVI
163
Pine Valley Investments
New Jersey
$350K +$28.3K +617 +9%
ECM
164
Everence Capital Management
Indiana
$336K – – –
GT
165
Glenmede Trust
Pennsylvania
$319K +$44.3K +965 +16%
TD Asset Management
166
TD Asset Management
Ontario, Canada
$317K +$317K +6,900 New
TSS
167
Two Sigma Securities
New York
$313K +$313K +6,819 New
WCA
168
Westover Capital Advisors
Delaware
$305K +$24.2K +526 +9%
AA
169
AlphaMark Advisors
Kentucky
$303K +$303K +6,602 New
AIP
170
Ameritas Investment Partners
Nebraska
$291K +$11.7K +255 +4%
LPL Financial
171
LPL Financial
California
$287K +$21.9K +477 +8%
Truist Financial
172
Truist Financial
North Carolina
$278K -$2.3K -50 -0.8%
FFM
173
Forum Financial Management
Illinois
$277K -$15.1K -328 -5%
CC
174
Centiva Capital
New York
$267K +$267K +5,815 New
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$265K – – –
5 6
7
8 9