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WSFS Financial
WSFS

Overview Fund Activity

114 hedge funds and large institutions have $503M invested in WSFS Financial in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
46
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$67.1M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$12.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$15.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.36M
5
CAM
5
ClariVest Asset Management
California
$2.41M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.1M
2
SCM
2
Stadium Capital Management
Connecticut
$11.9M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$964K
4
Jennison Associates
4
Jennison Associates
New York
$17.3M
5
BMCMI
5
Bryn Mawr Capital Management Inc
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$67.1M 865,892 +452,170 +109%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.1M 413,602 -325,604 -44%
FCM
3
Frontier Capital Management
Massachusetts
$31.9M 411,532 +15,685 +4%
Northern Trust
4
Northern Trust
Illinois
$22.1M 285,456 +9,112 +3%
BIT
5
BlackRock Institutional Trust
California
$20.9M 269,347 -5,294 -2%
Boston Partners
6
Boston Partners
Massachusetts
$19.9M 256,615 +21,250 +9%
Goldman Sachs
7
Goldman Sachs
New York
$18.6M 239,773 +4,058 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$17.8M 229,282 +14,713 +7%
Jennison Associates
9
Jennison Associates
New York
$17.3M 223,269 -109,196 -33%
FMT
10
First Mercantile Trust
Tennessee
$17.1M 220,220 -10,541 -5%
BFA
11
BlackRock Fund Advisors
California
$16.9M 218,352 -8,680 -4%
Pzena Investment Management
12
Pzena Investment Management
New York
$15.5M 200,545 -1,050 -0.5%
Renaissance Technologies
13
Renaissance Technologies
New York
$15.1M 194,184 +83,584 +76%
William Blair & Company
14
William Blair & Company
Illinois
$14.9M 192,712 +19,555 +11%
Federated Hermes
15
Federated Hermes
Pennsylvania
$12.9M 166,253 +155,029 +1,381%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$12.7M 164,420 +12,216 +8%
SCM
17
Stadium Capital Management
Connecticut
$11.9M 154,047 -119,519 -44%
State Street
18
State Street
Massachusetts
$10.6M 136,646 +1,949 +1%
WCM
19
Wedge Capital Management
North Carolina
$6.99M 90,195 -14,850 -14%
Ameriprise
20
Ameriprise
Minnesota
$6.85M 88,346 -28,754 -25%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.39M 82,454 +4,595 +6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$6.13M 79,040 +14,714 +23%
Morgan Stanley
23
Morgan Stanley
New York
$5.36M 69,171 +38,707 +127%
Franklin Resources
24
Franklin Resources
California
$4.65M 60,000 -3,000 -5%
AIS
25
AlphaOne Investment Services
Pennsylvania
$4.43M 57,120 -2,688 -4%
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