We are live on ! Find out more
WSFS icon

WSFS Financial
WSFS

218 hedge funds and large institutions have $1.94B invested in WSFS Financial in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

5% more funds holding

Funds holding: 207 → 218 (+11)

0.35% less ownership

Funds ownership: 87.23% → 86.88% (-0.35%)

4% less capital invested

Capital invested by funds: $2.02B → $1.94B (-$85.7M)

22% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 82

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
64
Reduced
82
Closed
14
Calls
$605K
Puts
–
Net Calls
+$605K
Net Calls Change
+$583K

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$5.31M
2
Brown Advisory
Brown Advisory
Maryland
+$5.19M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.79M
4
American Century Companies
American Century Companies
Missouri
+$4.3M
5
Nuveen
Nuveen
North Carolina
+$4.07M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$10.8M
2
Janus Henderson Group
Janus Henderson Group
-$9.79M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$8.67M
4
State Street
State Street
Massachusetts
-$8.45M
5
BlackRock
BlackRock
New York
-$8.21M

WSFS Hedge Fund Activity: Q3 2023 in Review

218 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2023, worth a combined $1.94B — down 4.2% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 14 closed out — a net gain of 13 holders — while 64 added to existing stakes and 82 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $5.31M. The largest seller was Macquarie Group, cutting an estimated $10.8M.

  • 218 institutional investors held WSFS Financial (WSFS) as of Q3 2023, up from 207 in Q2 2023.
  • Funds reported $1.94B of WSFS Financial stock for Q3 2023, down 4.2% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2023 and 14 closed out, a net change of +13 holders.
  • The largest WSFS Financial buyer in Q3 2023 was Fisher Asset Management, an estimated $5.31M added.
  • The largest WSFS Financial seller in Q3 2023 was Macquarie Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2023.