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WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 102 reducing their positions, and 15 closing their positions.

Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
64
Reduced
102
Closed
15
Calls
$91K
Puts
$5K
Net Calls
+$86K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.6M
2
CIP
2
Champlain Investment Partners
Vermont
$58.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.51M
4
State Street
4
State Street
Massachusetts
$119M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.66M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$43.3M
2
BlackRock
2
BlackRock
New York
$405M
3
Jennison Associates
3
Jennison Associates
New York
$17.6M
4
Invesco
4
Invesco
Georgia
$38.3M
5
CB
5
Cooke & Bieler
Pennsylvania
$49.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$405M 8,941,997 -476,813 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$320M 7,061,120 +8,928 +0.1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$134M 2,965,269 -41,756 -1%
State Street
4
State Street
Massachusetts
$119M 2,626,108 +108,455 +4%
Franklin Resources
5
Franklin Resources
California
$108M 2,372,482 -6,664 -0.3%
Macquarie Group
6
Macquarie Group
Australia
$94.2M 2,078,085 -50,693 -2%
CIP
7
Champlain Investment Partners
Vermont
$58.5M 1,290,925 +338,955 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$53.9M 1,189,703 +1,729 +0.1%
Pzena Investment Management
9
Pzena Investment Management
New York
$49.8M 1,098,216 -38,760 -3%
CB
10
Cooke & Bieler
Pennsylvania
$49.7M 1,095,949 -137,902 -11%
AllianceBernstein
11
AllianceBernstein
Tennessee
$46.1M 1,015,931 +21,980 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$43.3M 955,391 -976,081 -51%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40M 881,798 -36,610 -4%
Northern Trust
14
Northern Trust
Illinois
$39.7M 875,336 -9,057 -1%
Invesco
15
Invesco
Georgia
$38.3M 844,947 -162,469 -16%
PCM
16
Palisade Capital Management
New Jersey
$37.3M 823,741 -16,677 -2%
Brown Advisory
17
Brown Advisory
Maryland
$36.6M 807,977 -37,870 -4%
Bank of America
18
Bank of America
North Carolina
$34.3M 756,596 -88,932 -11%
Goldman Sachs
19
Goldman Sachs
New York
$33.6M 741,535 +413,640 +126%
Ameriprise
20
Ameriprise
Minnesota
$31.6M 697,880 -27,654 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$30.1M 664,542 -83,117 -11%
Norges Bank
22
Norges Bank
Norway
$28.9M 636,863 +11,370 +2%
Charles Schwab
23
Charles Schwab
California
$25.6M 564,931 +2,672 +0.5%
FCM
24
Frontier Capital Management
Massachusetts
$24.7M 544,950 -14,895 -3%
Morgan Stanley
25
Morgan Stanley
New York
$18.4M 406,279 +45,175 +13%
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