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WSFS Financial
WSFS

Overview Fund Activity

118 hedge funds and large institutions have $459M invested in WSFS Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
37
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$15.5M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$32.1M
4
William Blair & Company
4
William Blair & Company
Illinois
$16M
5
SFM
5
Systematic Financial Management
New Jersey
$1.87M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$5.27M
2
Boston Partners
2
Boston Partners
Massachusetts
$13.4M
3
TC
3
TFS Capital
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$371K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$61.9M 865,892 – –
FCM
2
Frontier Capital Management
Massachusetts
$32.1M 449,919 +38,387 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$28.8M 403,319 -10,283 -2%
BIT
4
BlackRock Institutional Trust
California
$20M 279,605 +10,258 +4%
Northern Trust
5
Northern Trust
Illinois
$19.8M 276,919 -8,537 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.1M 253,049 +23,767 +10%
Goldman Sachs
7
Goldman Sachs
New York
$17.7M 248,305 +8,532 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.9M 236,862 +42,678 +22%
William Blair & Company
9
William Blair & Company
Illinois
$16M 224,450 +31,738 +16%
FMT
10
First Mercantile Trust
Tennessee
$15.9M 222,015 +1,795 +0.8%
BFA
11
BlackRock Fund Advisors
California
$15.7M 219,788 +1,436 +0.7%
Federated Hermes
12
Federated Hermes
Pennsylvania
$15.5M 216,425 +50,172 +30%
Pzena Investment Management
13
Pzena Investment Management
New York
$13.6M 190,301 -10,244 -5%
Boston Partners
14
Boston Partners
Massachusetts
$13.4M 187,625 -68,990 -27%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$11.8M 164,545 +125 +0.1%
SCM
16
Stadium Capital Management
Connecticut
$10.2M 142,988 -11,059 -7%
State Street
17
State Street
Massachusetts
$9.89M 138,458 +1,812 +1%
Ameriprise
18
Ameriprise
Minnesota
$6.31M 88,346 – –
WCM
19
Wedge Capital Management
North Carolina
$6.04M 84,525 -5,670 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6M 84,006 +4,966 +6%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.92M 82,951 +497 +0.6%
Jennison Associates
22
Jennison Associates
New York
$5.27M 73,796 -149,473 -67%
Deutsche Bank
23
Deutsche Bank
Germany
$4.6M 64,335 +17,396 +37%
Franklin Resources
24
Franklin Resources
California
$4.29M 60,000 – –
AIS
25
AlphaOne Investment Services
Pennsylvania
$4.08M 57,095 -25 -0%
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