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WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 38 reducing their positions, and 29 closing their positions.

Holders
230
Holders Change
+29
Holders Change %
+14.43%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
114
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

1
BlackRock
1
BlackRock
New York
$441M
2
Franklin Resources
2
Franklin Resources
California
$62.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$332M
4
CIP
4
Champlain Investment Partners
Vermont
$46.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$152M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.28M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
JAM
4
Jacobs Asset Management
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$441M 9,464,621 +2,442,621 +35%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M 7,112,476 +992,425 +16%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$152M 3,263,774 +26,507 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$152M 3,263,625 +790,917 +32%
State Street
5
State Street
Massachusetts
$134M 2,878,509 +648,867 +29%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$66.6M 1,429,405 -73,600 -5%
Invesco
7
Invesco
Georgia
$63.8M 1,369,339 +89,948 +7%
Franklin Resources
8
Franklin Resources
California
$62.4M 1,337,839 +1,303,428 +3,788%
CB
9
Cooke & Bieler
Pennsylvania
$59.5M 1,275,586 -29,960 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$55.8M 1,196,875 +345,514 +41%
AllianceBernstein
11
AllianceBernstein
Tennessee
$47.7M 1,024,049 -4,519 -0.4%
CIP
12
Champlain Investment Partners
Vermont
$46.2M 990,495 +990,495 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.7M 980,353 +402,212 +70%
Northern Trust
14
Northern Trust
Illinois
$42.5M 912,385 +155,996 +21%
Bank of America
15
Bank of America
North Carolina
$41.7M 893,790 +695,405 +351%
Brown Advisory
16
Brown Advisory
Maryland
$41.3M 886,807 +23,804 +3%
PCM
17
Palisade Capital Management
New Jersey
$38.7M 829,799 -50,822 -6%
Jennison Associates
18
Jennison Associates
New York
$36.1M 775,089 +313,895 +68%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$36M 772,965 +133,079 +21%
Ameriprise
20
Ameriprise
Minnesota
$36M 771,646 -102,305 -12%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$34.9M 698,789 +103,282 +17%
Pzena Investment Management
22
Pzena Investment Management
New York
$34.5M 740,256 +35,764 +5%
Norges Bank
23
Norges Bank
Norway
$30.7M 658,717 +193,037 +41%
Renaissance Technologies
24
Renaissance Technologies
New York
$26.5M 568,784 +235,026 +70%
Charles Schwab
25
Charles Schwab
California
$25.4M 544,789 +144,903 +36%
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