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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.26B invested in WSFS Financial in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
65
Reduced
104
Closed
17
Calls
$36K
Puts
$261K
Net Calls
-$225K
Net Calls Change
-$872K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$82M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$47.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$141M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.6M
5
Macquarie Group
5
Macquarie Group
Australia
$98.8M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$16.6M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$1.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$47.6M
4
State Street
4
State Street
Massachusetts
$107M
5
ZCM
5
Ziegler Capital Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
176
Cubist Systematic Strategies
Connecticut
$187K +$187K +4,665 New
UBS Group
177
UBS Group
Switzerland
$171K -$632K -15,765 -79%
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
$158K – – –
PHK
179
Point72 Hong Kong
Hong Kong
$152K +$152K +3,780 New
GWM
180
Geneos Wealth Management
Colorado
$147K – – –
PI
181
PEAK6 Investments
Illinois
$135K +$135K +3,363 New
FHA
182
First Horizon Advisors
Tennessee
$133K +$133K +3,337 New
SIAP
183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$121K – – –
BBPWM
184
Blue Bell Private Wealth Management
Pennsylvania
$121K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$111K -$56.6K -1,417 -34%
GEA
186
Glen Eagle Advisors
New Jersey
$107K +$12K +300 +13%
FF
187
FourThought Financial
Florida
$102K +$38.5K +960 +61%
FCA
188
FinTrust Capital Advisors
South Carolina
$100K – – –
HIA
189
Harbor Investment Advisory
Maryland
$82K – – –
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$74K -$122K -3,050 -62%
SO
191
STRS Ohio
Ohio
$72K -$52K -1,300 -42%
CMBA
192
C.M. Bidwell & Associates
Hawaii
$70K +$70K +1,740 New
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$68K -$694K -17,465 -91%
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$5.11K +128 +10%
EWA
195
EverSource Wealth Advisors
Alabama
$55K +$39.5K +980 +254%
GRP
196
Global Retirement Partners
California
$48K +$809 +20 +2%
KFI
197
Key Financial Inc
Pennsylvania
$40K – – –
SC
198
SouthState Corp
Florida
$40K +$40K +1,000 New
MAM
199
Meeder Asset Management
Ohio
$34K – – –
EBA
200
Eagle Bay Advisors
New York
$24.2K +$11.2K +280 +87%
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8
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