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WSFS Financial
WSFS

Overview Fund Activity

261 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+29
Holders Change %
+12.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
71
Reduced
98
Closed
14
Calls
$876K
Puts
$479K
Net Calls
+$397K
Net Calls Change
-$289K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$24M
3
FCM
3
Frontier Capital Management
Massachusetts
$34.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$143M
2
CB
2
Cooke & Bieler
Pennsylvania
$39.3M
3
Jennison Associates
3
Jennison Associates
New York
$18.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFM
201
Catalyst Funds Management
Australia
$122K +$81.6K +1,600 +200%
KBC Group
202
KBC Group
Belgium
$87K – – –
PIS
203
POM Investment Strategies
North Carolina
$76.8K – – –
GI
204
GAMMA Investing
California
$74K +$21.8K +428 +42%
SC
205
SouthState Corp
Florida
$51K – – –
KFI
206
Key Financial Inc
Pennsylvania
$50K – – –
AF
207
Advisornet Financial
Minnesota
$48.4K +$43.9K +860 +956%
GRP
208
Global Retirement Partners
California
$37K -$2.7K -53 -7%
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.4K +$1.22K +24 +3%
PS
210
Principal Securities
Iowa
$25.6K +$1.17K +23 +5%
Nomura Asset Management
211
Nomura Asset Management
Japan
$24K – – –
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$19K +$5.39K +107 +40%
CA
213
Clearstead Advisors
Ohio
$17.8K -$2.3K -45 -11%
EWA
214
EverSource Wealth Advisors
Alabama
$16.7K – – –
VCM
215
Versant Capital Management
Arizona
$14.3K – – –
PA
216
Parallel Advisors
California
$12.8K – – –
HCA
217
Harbor Capital Advisors
Illinois
$12K +$12K +232 New
SCM
218
Sterling Capital Management
North Carolina
$10.5K +$10.5K +206 New
AAP
219
Arax Advisory Partners
Colorado
$10.4K – – –
CFGS
220
Concourse Financial Group Securities
Alabama
$10K -$2.04K -40 -17%
QL
221
Quarry LP
New York
$9.38K +$9.38K +184 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$8.57K +$714 +14 +9%
FHA
223
First Horizon Advisors
Tennessee
$7.75K -$2.75K -54 -26%
UB
224
UMB Bank
Missouri
$7.65K +$4.49K +88 +142%
PFBT
225
Parkside Financial Bank & Trust
Missouri
$7.34K +$3.21K +63 +78%
7 8
9
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