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WSFS Financial
WSFS

Overview Fund Activity

261 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+29
Holders Change %
+12.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
71
Reduced
98
Closed
14
Calls
$876K
Puts
$479K
Net Calls
+$397K
Net Calls Change
-$289K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$24M
3
FCM
3
Frontier Capital Management
Massachusetts
$34.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$143M
2
CB
2
Cooke & Bieler
Pennsylvania
$39.3M
3
Jennison Associates
3
Jennison Associates
New York
$18.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$394K -$785K -15,400 -67%
PVI
152
Pine Valley Investments
New Jersey
$390K +$561 +11 +0.1%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$381K -$287K -5,636 -43%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$376K -$32.9K -646 -8%
ECM
155
Everence Capital Management
Indiana
$373K – – –
PP
156
Paloma Partners
Connecticut
$366K +$366K +7,185 New
SPA
157
Sherbrooke Park Advisers
New York
$348K +$348K +6,830 New
OQS
158
Occudo Quantitative Strategies
Florida
$346K +$346K +6,789 New
CCIA
159
Campbell & Co Investment Adviser
Maryland
$343K +$343K +6,722 New
AA
160
AlphaMark Advisors
Kentucky
$330K -$27.5K -539 -8%
MML Investors Services
161
MML Investors Services
Massachusetts
$327K -$1.07K -21 -0.3%
SO
162
STRS Ohio
Ohio
$321K – – –
WCA
163
Westover Capital Advisors
Delaware
$315K -$1.53K -30 -0.5%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$313K +$12.5K +250 +4%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$311K -$124K -2,422 -28%
FFM
166
Forum Financial Management
Illinois
$308K +$51 +1 +0%
AIP
167
Ameritas Investment Partners
Nebraska
$307K – – –
PA
168
Profund Advisors
Maryland
$294K +$24.8K +486 +9%
PAS
169
Point72 Asia (Singapore)
Singapore
$278K +$278K +5,442 New
NSAM
170
North Star Asset Management
Wisconsin
$274K -$95.4K -1,870 -26%
Cerity Partners
171
Cerity Partners
New York
$273K +$273K +5,358 New
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
$271K +$19.8K +388 +8%
Truist Financial
173
Truist Financial
North Carolina
$263K -$26.7K -524 -9%
MA
174
Mutual Advisors
Nebraska
$258K +$761 +15 +0.3%
AFG
175
Allegheny Financial Group
Pennsylvania
$258K +$765 +15 +0.3%
5 6
7
8 9