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WSFS Financial
WSFS

Overview Fund Activity

241 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$399M 8,694,832 -164,548 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$320M 6,965,798 -54,582 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$173M 3,757,216 +77,589 +2%
Franklin Resources
4
Franklin Resources
California
$133M 2,886,034 +232,508 +9%
State Street
5
State Street
Massachusetts
$131M 2,861,644 +155,381 +6%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$113M 2,466,068 -48,672 -2%
Macquarie Group
7
Macquarie Group
Australia
$81.3M 1,770,360 -7,204 -0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$62.5M 1,360,659 +56,894 +4%
CIP
9
Champlain Investment Partners
Vermont
$52M 1,133,191 -67,166 -6%
Morgan Stanley
10
Morgan Stanley
New York
$48.7M 1,060,350 +706,731 +200%
AllianceBernstein
11
AllianceBernstein
Tennessee
$48.6M 1,057,755 +66,868 +7%
CB
12
Cooke & Bieler
Pennsylvania
$47M 1,023,909 -19,670 -2%
Pzena Investment Management
13
Pzena Investment Management
New York
$46.1M 1,003,447 -40,549 -4%
Northern Trust
14
Northern Trust
Illinois
$41M 891,947 -20,420 -2%
Bank of America
15
Bank of America
North Carolina
$39.1M 851,497 +47,219 +6%
PCM
16
Palisade Capital Management
New Jersey
$37.7M 821,792 -73,985 -8%
Brown Advisory
17
Brown Advisory
Maryland
$36.5M 795,122 -27,311 -3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.6M 753,980 -58,006 -7%
Invesco
19
Invesco
Georgia
$31.5M 685,087 +73,446 +12%
Norges Bank
20
Norges Bank
Norway
$31.4M 682,979 +15,340 +2%
Charles Schwab
21
Charles Schwab
California
$29.5M 641,895 +28,573 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$27M 587,344 +20,126 +4%
Jennison Associates
23
Jennison Associates
New York
$24.5M 533,060 -51,330 -9%
FCM
24
Frontier Capital Management
Massachusetts
$24M 521,911 -8,288 -2%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$21.8M 474,075 +65,089 +16%
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