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WSFS Financial

239 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
70
Reduced
100
Closed
23
Calls
$605K
Puts
$18K
Net Calls
+$587K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Shares
Change %
GI
201
GAMMA Investing
California
$32.9K -$22.2K -492 -40%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.6K +$3.25K +72 +12%
PS
203
Principal Securities
Iowa
$21.7K +$858 +19 +4%
Nomura Asset Management
204
Nomura Asset Management
Japan
$21.2K +$21.2K +470 New
EWA
205
EverSource Wealth Advisors
Alabama
$14K
VCM
206
Versant Capital Management
Arizona
$12.6K
QL
207
Quarry LP
New York
$12.4K +$6K +133 +94%
PA
208
Parallel Advisors
California
$11.3K
C
209
Covestor
United Kingdom
$11K -$41.5K -932 -79%
CFGS
210
Concourse Financial Group Securities
Alabama
$10.7K
GEA
211
Glen Eagle Advisors
New Jersey
$10.6K
MIM
212
Macroview Investment Management
Maryland
$8.4K +$8.4K +186 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.6K -36 -17%
SPIA
214
Steward Partners Investment Advisory
New York
$6.37K
CIAS
215
CBIZ Investment Advisory Services
Ohio
$5.54K +$5.54K +123 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$5.1K
EBA
217
Eagle Bay Advisors
New York
$4.56K +$406 +9 +10%
PWMG
218
Private Wealth Management Group
New Jersey
$4.33K
AF
219
Advisornet Financial
Minnesota
$4.06K
QCG
220
Quadrant Capital Group
Ohio
$4.06K
FPFS
221
First Personal Financial Services
North Carolina
$3.97K
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$3.76K +$3.76K +85 New
LC
223
Lindbrook Capital
California
$3.52K
CAM
224
ClariVest Asset Management
California
$3.03K +$813 +18 +37%
HI
225
Harbour Investments
Wisconsin
$2.84K -$316 -7 -10%