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WSFS Financial
WSFS

Overview Fund Activity

121 hedge funds and large institutions have $728M invested in WSFS Financial in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$8.98M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$8.98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$84.2M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$15.4M

Top Sellers

1
BA
1
Boston Advisors
Massachusetts
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$19.7M
3
MCM
3
Maltese Capital Management
New York
$6.5M
4
HAI
4
Hennessy Advisors Inc
California
$8.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$84.2M 2,590,253 +116,340 +5%
FCM
2
Frontier Capital Management
Massachusetts
$53.5M 1,644,010 +56,032 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$33.9M 1,041,914 +48,509 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.8M 978,264 +42,276 +5%
Northern Trust
5
Northern Trust
Illinois
$31.2M 958,887 +6,725 +0.7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$30.9M 950,150 -4,650 -0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$30.4M 935,716 +74,887 +9%
BIT
8
BlackRock Institutional Trust
California
$26.9M 827,534 +1,854 +0.2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$26.7M 820,418 -42,107 -5%
BFA
10
BlackRock Fund Advisors
California
$25.3M 778,923 -22,806 -3%
Goldman Sachs
11
Goldman Sachs
New York
$24.8M 763,406 -15,803 -2%
Federated Hermes
12
Federated Hermes
Pennsylvania
$21.8M 669,754 -21,473 -3%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.5M 622,169 +3,315 +0.5%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$19.7M 604,514 -134,398 -18%
Pzena Investment Management
15
Pzena Investment Management
New York
$19.1M 587,338 -3,145 -0.5%
AllianceBernstein
16
AllianceBernstein
Tennessee
$18M 553,077 -12,710 -2%
State Street
17
State Street
Massachusetts
$16.2M 499,576 +12,571 +3%
AAM
18
Aberdeen Asset Management
United Kingdom
$15.4M 472,569 +101,916 +27%
WCM
19
Wedge Capital Management
North Carolina
$14.9M 459,659 -4,600 -1%
WC
20
Walthausen & Co
New York
$11.9M 365,991 -33,599 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$10.7M 328,438 +140,113 +74%
Macquarie Group
22
Macquarie Group
Australia
$8.98M 276,236 +276,236 New
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$8.98M 276,148 +276,148 New
HAI
24
Hennessy Advisors Inc
California
$8.54M 262,500 -62,500 -19%
Ameriprise
25
Ameriprise
Minnesota
$7.26M 223,248 -18,866 -8%
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