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WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+29
Holders Change %
+14.43%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
114
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

1
BlackRock
1
BlackRock
New York
$441M
2
Franklin Resources
2
Franklin Resources
California
$62.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$332M
4
CIP
4
Champlain Investment Partners
Vermont
$46.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$152M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.28M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
JAM
4
Jacobs Asset Management
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
176
DF Dent & Co
Maryland
$209K – – –
Jane Street
177
Jane Street
New York
$205K -$161K -3,437 -44%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$195K +$11.4K +246 +6%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$184K -$387K -8,303 -68%
GWM
180
Geneos Wealth Management
Colorado
$167K +$167K +3,600 New
LWA
181
Lenox Wealth Advisors
New York
$145K +$376 +9 +0.3%
SO
182
STRS Ohio
Ohio
$144K +$144K +3,100 New
SIAP
183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$141K – – –
BBPWM
184
Blue Bell Private Wealth Management
Pennsylvania
$141K +$141K +3,019 New
MFA
185
McClarren Financial Advisors
Pennsylvania
$117K +$117K +2,520 New
FCA
186
FinTrust Capital Advisors
South Carolina
$111K +$111K +2,385 New
GEA
187
Glen Eagle Advisors
New Jersey
$111K +$111K +2,376 New
Macquarie Group
188
Macquarie Group
Australia
$107K +$33K +708,432 +44%
HIA
189
Harbor Investment Advisory
Maryland
$96K +$29.1K +621 +43%
TRCT
190
Tower Research Capital (TRC)
New York
$94K -$201K -4,290 -68%
FF
191
FourThought Financial
Florida
$74K +$74K +1,582 New
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$4.73K +102 +9%
SWA
193
Sutton Wealth Advisors
Florida
$49K +$32.1K +688 +189%
GRP
194
Global Retirement Partners
California
$47K +$47K +1,166 New
KFI
195
Key Financial Inc
Pennsylvania
$46K +$8.4K +179 +22%
NICM
196
Neo Ivy Capital Management
New York
$42K +$42K +900 New
MAM
197
Meeder Asset Management
Ohio
$40K +$40K +860 New
QCG
198
Quadrant Capital Group
Ohio
$33K +$30.1K +640 +1,032%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$27K +$11.6K +257 +76%
SWM
200
Spire Wealth Management
Virginia
$21K +$21K +450 New
6 7
8
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