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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 %
SIC
201
SJS Investment Consulting
Ohio
$453 – – –
DI
202
Disciplined Investments
Oklahoma
$415 -$38 -1 -8%
FGAM
203
Financial Gravity Asset Management
Texas
$203 +$203 +38 New
GWS
204
Glassman Wealth Services
Virginia
$151 – – –
TWP
205
TFO Wealth Partners
Ohio
$75 – – –
MCM
206
Manchester Capital Management
Vermont
$38 – – –
ClearBridge Investments
207
ClearBridge Investments
New York
– -$5.71M -151,741 Closed
TI
208
Trexquant Investment
Connecticut
– -$1.52M -40,459 Closed
HAI
209
Hennessy Advisors Inc
California
– -$1.5M -40,000 Closed
SFI
210
Susquehanna Fundamental Investments
Pennsylvania
– -$829K -22,039 Closed
WG
211
Winton Group
United Kingdom
– -$799K -21,247 Closed
GCP
212
GSA Capital Partners
United Kingdom
– -$527K -14,006 Closed
LPL Financial
213
LPL Financial
California
– -$520K -13,837 Closed
OQS
214
Occudo Quantitative Strategies
Florida
– -$517K -13,758 Closed
CIC
215
Cornercap Investment Counsel
Georgia
– -$510K -13,549 Closed
JPMPWA
216
J.P. Morgan Private Wealth Advisors
California
– -$461K -12,269 Closed
Los Angeles Capital Management
217
Los Angeles Capital Management
California
– -$432K -11,483 Closed
AIM
218
ARGA Investment Management
Connecticut
– -$408K -10,848 Closed
PWA
219
Pillar Wealth Advisors
Pennsylvania
– -$377K -10,027 Closed
GCM
220
Graham Capital Management
Connecticut
– -$365K -9,710 Closed
State of Wisconsin Investment Board
221
State of Wisconsin Investment Board
Wisconsin
– -$337K -8,956 Closed
TBA
222
Tower Bridge Advisors
Pennsylvania
– -$310K -8,232 Closed
SG Americas Securities
223
SG Americas Securities
New York
– -$288K -7,648 Closed
PA
224
Profund Advisors
Maryland
– -$218K -5,799 Closed
DFCM
225
Dark Forest Capital Management
Puerto Rico
– -$140K -3,714 Closed
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