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WSFS Financial
WSFS

Overview Fund Activity

216 hedge funds and large institutions have $1.94B invested in WSFS Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+9
Holders Change %
+4.35%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
82
Closed
15
Calls
$605K
Puts
–
Net Calls
+$605K
Net Calls Change
+$583K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.86M
2
Brown Advisory
2
Brown Advisory
Maryland
$30M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.89M
4
American Century Companies
4
American Century Companies
Missouri
$12.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$14.9M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$64.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$18.7M
3
Comerica Bank
3
Comerica Bank
Texas
$1.47M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$91.8M
5
State Street
5
State Street
Massachusetts
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$93K +$55.3K +1,514 +146%
MFA
177
McClarren Financial Advisors
Pennsylvania
$91K – – –
PMEF
178
Point72 Middle East FZE
United Arab Emirates
$88.5K +$88.5K +2,426 New
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$77K -$11.8K -323 -13%
QT
180
Quantbot Technologies
New York
$65.6K +$65.6K +1,798 New
KBC Group
181
KBC Group
Belgium
$63K -$106K -2,895 -63%
FHA
182
First Horizon Advisors
Tennessee
$49.7K – – –
GRP
183
Global Retirement Partners
California
$48.1K +$2.56K +71 +6%
C
184
Covestor
United Kingdom
$43K +$18.8K +516 +78%
SC
185
SouthState Corp
Florida
$36.5K – – –
KFI
186
Key Financial Inc
Pennsylvania
$35.8K – – –
EBA
187
Eagle Bay Advisors
New York
$31K +$9.82K +269 +46%
Lazard Asset Management
188
Lazard Asset Management
New York
$23K – – –
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$1.12K +31 +6%
VCM
190
Versant Capital Management
Arizona
$13.4K – – –
PMAM
191
Picton Mahoney Asset Management
Ontario, Canada
$12K +$12K +320 New
EWA
192
EverSource Wealth Advisors
Alabama
$11.9K -$1.06K -29 -8%
GEA
193
Glen Eagle Advisors
New Jersey
$11K – – –
CFGS
194
Concourse Financial Group Securities
Alabama
$10.4K -$694 -19 -6%
PA
195
Parallel Advisors
California
$9.17K – – –
AF
196
Advisornet Financial
Minnesota
$6.57K – – –
EC
197
Elequin Capital
New York
$6.28K +$6.28K +172 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$4.13K – – –
QCG
200
Quadrant Capital Group
Ohio
$3.29K – – –
6 7
8
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