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WSFS Financial
WSFS

Overview Fund Activity

235 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
97
Closed
23
Calls
$246K
Puts
$302K
Net Calls
-$56K
Net Calls Change
+$169K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.7M
2
Franklin Resources
2
Franklin Resources
California
$111M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M
4
Millennium Management
4
Millennium Management
New York
$8.56M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.51M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.51M
2
Macquarie Group
2
Macquarie Group
Australia
$98.9M
3
Invesco
3
Invesco
Georgia
$46.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.5M
5
State Street
5
State Street
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Affinity Wealth Management
Delaware
$214K +$214K +4,601 New
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$212K +$212K +4,556 New
JCM
178
Jacobi Capital Management
Pennsylvania
$209K +$209K +4,500 New
DDC
179
DF Dent & Co
Maryland
$208K +$208K +4,469 New
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$172K -$10.7K -231 -6%
SO
181
STRS Ohio
Ohio
$167K +$83.5K +1,800 +100%
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$140K – – –
FF
183
FourThought Financial
Florida
$139K +$20.7K +444 +17%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$129K – – –
MFA
185
McClarren Financial Advisors
Pennsylvania
$117K +$117K +2,520 New
HIA
186
Harbor Investment Advisory
Maryland
$95K – – –
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$88K +$2.14K +46 +2%
FCA
188
FinTrust Capital Advisors
South Carolina
$83K -$35.9K -720 -30%
CMBA
189
C.M. Bidwell & Associates
Hawaii
$81K – – –
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K +$2.31K +50 +4%
FHA
191
First Horizon Advisors
Tennessee
$65K -$87.9K -1,918 -57%
GRP
192
Global Retirement Partners
California
$56K +$607 +13 +1%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$52K -$27.2K -588 -34%
SC
194
SouthState Corp
Florida
$46K – – –
KFI
195
Key Financial Inc
Pennsylvania
$46K – – –
MAM
196
Meeder Asset Management
Ohio
$40K – – –
EBA
197
Eagle Bay Advisors
New York
$37K +$9.18K +199 +33%
PHK
198
Point72 Hong Kong
Hong Kong
$24K -$153K -3,267 -86%
PI
199
PEAK6 Investments
Illinois
$22K -$135K -2,891 -86%
SWA
200
Sutton Wealth Advisors
Florida
$21K +$8.36K +180 +66%
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8
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