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WSFS Financial
WSFS

Overview Fund Activity

224 hedge funds and large institutions have $2.03B invested in WSFS Financial in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
71
Reduced
83
Closed
27
Calls
$38K
Puts
$320K
Net Calls
-$282K
Net Calls Change
-$368K

Top Buyers

1
State Street
1
State Street
Massachusetts
$110M
2
Jennison Associates
2
Jennison Associates
New York
$24.3M
3
Millennium Management
3
Millennium Management
New York
$12.4M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$4.79M
5
BlackRock
5
BlackRock
New York
$341M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$94.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.2M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$5.71M
4
Invesco
4
Invesco
Georgia
$25.3M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$341M 9,058,096 +116,099 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$268M 7,122,021 +60,901 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$138M 3,674,417 -28,287 -0.8%
State Street
4
State Street
Massachusetts
$110M 2,930,306 +304,198 +12%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$94.3M 2,506,404 -458,865 -15%
Franklin Resources
6
Franklin Resources
California
$89M 2,366,472 -6,010 -0.3%
Macquarie Group
7
Macquarie Group
Australia
$76.2M 2,025,265 -52,820 -3%
CIP
8
Champlain Investment Partners
Vermont
$46.9M 1,247,215 -43,710 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$46.4M 1,233,043 +43,340 +4%
Pzena Investment Management
10
Pzena Investment Management
New York
$39.5M 1,051,347 -46,869 -4%
CB
11
Cooke & Bieler
Pennsylvania
$39.4M 1,048,809 -47,140 -4%
AllianceBernstein
12
AllianceBernstein
Tennessee
$36M 957,748 -58,183 -6%
Northern Trust
13
Northern Trust
Illinois
$32.4M 862,297 -13,039 -1%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.4M 861,509 -20,289 -2%
Bank of America
15
Bank of America
North Carolina
$32M 850,125 +93,529 +12%
PCM
16
Palisade Capital Management
New Jersey
$31.7M 843,238 +19,497 +2%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$29.8M 791,181 -164,210 -17%
Brown Advisory
18
Brown Advisory
Maryland
$27.6M 733,777 -74,200 -9%
Ameriprise
19
Ameriprise
Minnesota
$26.9M 714,661 +16,781 +2%
Invesco
20
Invesco
Georgia
$25.3M 671,369 -173,578 -21%
Norges Bank
21
Norges Bank
Norway
$24.8M 659,663 +22,800 +4%
Jennison Associates
22
Jennison Associates
New York
$24.3M 645,810 +258,688 +67%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$24M 638,857 -25,685 -4%
Charles Schwab
24
Charles Schwab
California
$21.4M 570,166 +5,235 +0.9%
FCM
25
Frontier Capital Management
Massachusetts
$20.3M 538,945 -6,005 -1%
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