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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 %
FPFS
201
First Personal Financial Services
North Carolina
$3.21K – – –
LC
202
Lindbrook Capital
California
$2.85K – – –
Creative Planning
203
Creative Planning
Kansas
$2.63K +$2.63K +72 New
HI
204
Harbour Investments
Wisconsin
$2.56K – – –
CAM
205
ClariVest Asset Management
California
$2K -$1.31K -32 -40%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.75K – – –
CHA
207
Carmichael Hill & Associates
Maryland
$1.61K – – –
JWA
208
JFS Wealth Advisors
Pennsylvania
$1.57K +$402 +11 +34%
First Manhattan
209
First Manhattan
New York
$1.1K – – –
SFG
210
Steward Financial Group
Texas
$1K +$1K +48 New
AAP
211
Arax Advisory Partners
Colorado
$994 – – –
SIC
212
SJS Investment Consulting
Ohio
$511 +$73 +2 +17%
ECM
213
Everence Capital Management
Indiana
$267 -$106 -2,910 -28%
GWS
214
Glassman Wealth Services
Virginia
$146 – – –
TWP
215
TFO Wealth Partners
Ohio
$75 – – –
MCM
216
Manchester Capital Management
Vermont
$37 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
217
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.36M -62,500 Closed
AQR Capital Management
218
AQR Capital Management
Connecticut
– -$748K -19,842 Closed
DCM
219
Dupont Capital Management
Delaware
– -$549K -14,561 Closed
QC
220
Quadrature Capital
United Kingdom
– -$331K -8,791 Closed
V
221
Veritable
Delaware
– -$260K -6,889 Closed
E
222
Ergoteles
New York
– -$206K -5,457 Closed
BSW
223
Buckingham Strategic Wealth
Missouri
– -$205K -5,439 Closed
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
– -$213K -5,415 Closed
CC
225
Centiva Capital
New York
– -$200K -5,306 Closed
6 7 8
9
10