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WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 102 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
64
Reduced
102
Closed
15
Calls
$91K
Puts
$5K
Net Calls
+$86K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.6M
2
CIP
2
Champlain Investment Partners
Vermont
$58.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.51M
4
State Street
4
State Street
Massachusetts
$119M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.66M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$43.3M
2
BlackRock
2
BlackRock
New York
$405M
3
Jennison Associates
3
Jennison Associates
New York
$17.6M
4
Invesco
4
Invesco
Georgia
$38.3M
5
CB
5
Cooke & Bieler
Pennsylvania
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$8.75K +$589 +13 +7%
VCM
202
Versant Capital Management
Arizona
$8.52K +$3.95K +87 +86%
IA
203
IFP Advisors
Florida
$8K +$8K +3 New
EWA
204
EverSource Wealth Advisors
Alabama
$5.76K – – –
PFBT
205
Parkside Financial Bank & Trust
Missouri
$5.03K -$272 -6 -5%
QCG
206
Quadrant Capital Group
Ohio
$4.63K +$136 +3 +3%
GFWA
207
Grey Fox Wealth Advisors
Delaware
$4.58K +$4.58K +101 New
FPFS
208
First Personal Financial Services
North Carolina
$3.99K – – –
LC
209
Lindbrook Capital
California
$3.54K -$91 -2 -3%
EI
210
Ellevest Inc
New York
$3.49K -$272 -6 -7%
KTC
211
Kistler-Tiffany Companies
Pennsylvania
$3.26K – – –
HI
212
Harbour Investments
Wisconsin
$3.17K – – –
NA
213
NewEdge Advisors
Louisiana
$2.68K +$2.68K +59 New
SC
214
Schubert & Co
Texas
$2.27K +$45 +1 +2%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$2.18K +$227 +5 +12%
CHA
216
Carmichael Hill & Associates
Maryland
$2K – – –
JWA
217
JFS Wealth Advisors
Pennsylvania
$1.81K -$363 -8 -17%
First Manhattan
218
First Manhattan
New York
$1.36K – – –
S
219
SignatureFD
Georgia
$1.18K -$45 -1 -4%
Simplex Trading
220
Simplex Trading
Illinois
$1K -$7.07K -212 -88%
CAM
221
ClariVest Asset Management
California
$1K – – –
SIC
222
SJS Investment Consulting
Ohio
$725 -$680 -15 -48%
ECM
223
Everence Capital Management
Indiana
$464 – – –
DI
224
Disciplined Investments
Oklahoma
$453 -$181 -4 -29%
TWP
225
TFO Wealth Partners
Ohio
$350 +$350 +2 New
6 7 8
9
10