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WSFS Financial
WSFS

Overview Fund Activity

207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

Holders
207
Holders Change
-17
Holders Change %
-7.59%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$304K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Franklin Resources
2
Franklin Resources
California
$96.9M
3
BCM
3
Bridgeway Capital Management
Texas
$5.54M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$11.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.79M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.83M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.64M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.42M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$342M 9,065,316 +7,220 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M 7,031,917 -90,104 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$138M 3,649,162 -25,255 -0.7%
State Street
4
State Street
Massachusetts
$110M 2,918,023 -12,283 -0.4%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$103M 2,732,112 +225,708 +9%
Franklin Resources
6
Franklin Resources
California
$96.9M 2,568,967 +202,495 +9%
Macquarie Group
7
Macquarie Group
Australia
$77.3M 2,048,160 +22,895 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$47.6M 1,260,631 +27,588 +2%
CIP
9
Champlain Investment Partners
Vermont
$45.1M 1,195,995 -51,220 -4%
Pzena Investment Management
10
Pzena Investment Management
New York
$39.4M 1,044,970 -6,377 -0.6%
CB
11
Cooke & Bieler
Pennsylvania
$39.3M 1,042,989 -5,820 -0.6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$37.9M 1,004,820 +47,072 +5%
Northern Trust
13
Northern Trust
Illinois
$34.6M 916,486 +54,189 +6%
PCM
14
Palisade Capital Management
New Jersey
$33.4M 884,314 +41,076 +5%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M 842,351 -19,158 -2%
Bank of America
16
Bank of America
North Carolina
$30.4M 805,836 -44,289 -5%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$28.5M 756,715 -34,466 -4%
Ameriprise
18
Ameriprise
Minnesota
$26.4M 700,283 -14,378 -2%
Brown Advisory
19
Brown Advisory
Maryland
$26.1M 692,244 -41,533 -6%
Norges Bank
20
Norges Bank
Norway
$25.7M 681,128 +21,465 +3%
Jennison Associates
21
Jennison Associates
New York
$25.6M 678,526 +32,716 +5%
Invesco
22
Invesco
Georgia
$22.7M 601,298 -70,071 -10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$22.4M 594,065 -44,792 -7%
Charles Schwab
24
Charles Schwab
California
$22.1M 586,216 +16,050 +3%
FCM
25
Frontier Capital Management
Massachusetts
$20M 530,984 -7,961 -1%
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