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WSFS Financial
WSFS

Overview Fund Activity

207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-17
Holders Change %
-7.59%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$304K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Franklin Resources
2
Franklin Resources
California
$96.9M
3
BCM
3
Bridgeway Capital Management
Texas
$5.54M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$11.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.79M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.83M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.64M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
176
State of Wyoming
Wyoming
$28.4K +$5.32K +141 +23%
C
177
Covestor
United Kingdom
$25K +$24.8K +659 +13,180%
Lazard Asset Management
178
Lazard Asset Management
New York
$24K – – –
EBA
179
Eagle Bay Advisors
New York
$21.9K -$10.1K -269 -32%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$1.3K +34 +7%
VCM
181
Versant Capital Management
Arizona
$13.8K +$10.1K +269 +274%
EWA
182
EverSource Wealth Advisors
Alabama
$13.4K +$12.9K +342 +2,443%
CFGS
183
Concourse Financial Group Securities
Alabama
$11.5K +$603 +16 +6%
GEA
184
Glen Eagle Advisors
New Jersey
$11.3K +$11.3K +300 New
PA
185
Parallel Advisors
California
$9.47K – – –
BG
186
Bollard Group
Massachusetts
$7K +$7K +198 New
AF
187
Advisornet Financial
Minnesota
$6.79K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.12K -78 -38%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$4.26K -$3.47K -92 -45%
QCG
190
Quadrant Capital Group
Ohio
$3.4K +$1.89K +50 +125%
FPFS
191
First Personal Financial Services
North Carolina
$3.32K – – –
CAM
192
ClariVest Asset Management
California
$3K +$1.85K +50 +161%
LC
193
Lindbrook Capital
California
$2.94K – – –
KTC
194
Kistler-Tiffany Companies
Pennsylvania
$2.72K – – –
HI
195
Harbour Investments
Wisconsin
$2.64K – – –
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1.81K – – –
CHA
197
Carmichael Hill & Associates
Maryland
$1.66K – – –
JWA
198
JFS Wealth Advisors
Pennsylvania
$1.21K -$378 -10 -24%
First Manhattan
199
First Manhattan
New York
$1.13K – – –
AAP
200
Arax Advisory Partners
Colorado
$1.02K +$1.02K +27 New
6 7
8
9 10