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WSFS Financial
WSFS

Overview Fund Activity

122 hedge funds and large institutions have $517M invested in WSFS Financial in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
3.26%
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
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$11.8M
2
BFA
2
BlackRock Fund Advisors
California
$18.7M
3
WCM
3
Wedge Capital Management
North Carolina
$13.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$22.4M
5
QI
5
QS Investors
New York
$2.03M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$26.8M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$354K
4
SFM
4
Systematic Financial Management
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$154K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$62.5M 813,265 +11,146 +1%
FCM
2
Frontier Capital Management
Massachusetts
$37M 481,543 -5,683 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$26.8M 348,110 -42,408 -11%
Northern Trust
4
Northern Trust
Illinois
$22.7M 295,698 +1,207 +0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$22.4M 291,857 +27,373 +10%
Federated Hermes
6
Federated Hermes
Pennsylvania
$21.2M 275,633 -5,246 -2%
BIT
7
BlackRock Institutional Trust
California
$21M 272,598 -2,683 -1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$19.8M 258,002 -59,001 -19%
Goldman Sachs
9
Goldman Sachs
New York
$19.6M 255,400 +5,359 +2%
BFA
10
BlackRock Fund Advisors
California
$18.7M 243,370 +32,819 +16%
William Blair & Company
11
William Blair & Company
Illinois
$17.5M 227,583 +10,046 +5%
FMT
12
First Mercantile Trust
Tennessee
$16.8M 217,838 -1,367 -0.6%
WC
13
Walthausen & Co
New York
$16.7M 217,480 -1,690 -0.8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$15.2M 197,029 +25,340 +15%
WCM
15
Wedge Capital Management
North Carolina
$13.5M 175,318 +32,290 +23%
Pzena Investment Management
16
Pzena Investment Management
New York
$13.1M 170,643 -13,950 -8%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$11.8M 153,530 +150,280 +4,624%
State Street
18
State Street
Massachusetts
$10.8M 141,052 +2,779 +2%
Ameriprise
19
Ameriprise
Minnesota
$7.06M 91,846 +2,000 +2%
Boston Partners
20
Boston Partners
Massachusetts
$6.96M 90,493 -13,617 -13%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.83M 88,794 +2,782 +3%
MCM
22
Maltese Capital Management
New York
$6.52M 84,800 -7,363 -8%
HAI
23
Hennessy Advisors Inc
California
$6.38M 83,000 +5,000 +6%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.17M 80,241 -1,770 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.07M 78,880 +334 +0.4%
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