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WSFS Financial
WSFS

Overview Fund Activity

123 hedge funds and large institutions have $475M invested in WSFS Financial in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
38
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WC
1
Walthausen & Co
New York
$15.7M
2
WCM
2
Wedge Capital Management
North Carolina
$10.2M
3
HAI
3
Hennessy Advisors Inc
California
$5.59M
4
FCM
4
Frontier Capital Management
Massachusetts
$34.9M
5
SFM
5
Systematic Financial Management
New Jersey
$2.2M

Top Sellers

1
CPIM
1
Columbia Partners Investment Management
Virginia
$0
2
SCM
2
Stadium Capital Management
Connecticut
$350K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$57.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$28M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$57.4M 802,119 -63,927 -7%
FCM
2
Frontier Capital Management
Massachusetts
$34.9M 487,226 +31,274 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$28M 390,518 -21,535 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.7M 317,003 +18,185 +6%
Northern Trust
5
Northern Trust
Illinois
$21.1M 294,491 +14,422 +5%
Federated Hermes
6
Federated Hermes
Pennsylvania
$20.1M 280,879 -4,910 -2%
BIT
7
BlackRock Institutional Trust
California
$19.7M 275,281 -8,510 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$18.9M 264,484 +15,500 +6%
Goldman Sachs
9
Goldman Sachs
New York
$17.9M 250,041 -16,425 -6%
FMT
10
First Mercantile Trust
Tennessee
$15.7M 219,205 -4,216 -2%
WC
11
Walthausen & Co
New York
$15.7M 219,170 +144,330 +193%
William Blair & Company
12
William Blair & Company
Illinois
$15.6M 217,537 +5,032 +2%
BFA
13
BlackRock Fund Advisors
California
$15.1M 210,551 -10,755 -5%
Pzena Investment Management
14
Pzena Investment Management
New York
$13.2M 184,593 -1,025 -0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$12.3M 171,689 -4,544 -3%
WCM
16
Wedge Capital Management
North Carolina
$10.2M 143,028 +59,373 +71%
State Street
17
State Street
Massachusetts
$9.9M 138,273 +580 +0.4%
Boston Partners
18
Boston Partners
Massachusetts
$7.46M 104,110 -570 -0.5%
MCM
19
Maltese Capital Management
New York
$6.6M 92,163 +1,663 +2%
Ameriprise
20
Ameriprise
Minnesota
$6.43M 89,846 +900 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.16M 86,012 +676 +0.8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$5.87M 82,011 +990 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.62M 78,546 +17,448 +29%
HAI
24
Hennessy Advisors Inc
California
$5.59M 78,000 +34,000 +77%
Franklin Resources
25
Franklin Resources
California
$4.3M 60,000 – –
1
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