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WSFS Financial
WSFS

Overview Fund Activity

239 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.

Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
70
Reduced
100
Closed
23
Calls
$605K
Puts
$18K
Net Calls
+$587K
Net Calls Change
+$522K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$28.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M
3
BlackRock
3
BlackRock
New York
$403M
4
American Century Companies
4
American Century Companies
Missouri
$31M
5
CIP
5
Champlain Investment Partners
Vermont
$58.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.6M
2
Jennison Associates
2
Jennison Associates
New York
$15.6M
3
Norges Bank
3
Norges Bank
Norway
$24.1M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$403M 8,929,508 +234,676 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M 7,338,200 +372,402 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M 3,792,976 +35,760 +1%
State Street
4
State Street
Massachusetts
$132M 2,934,413 +72,769 +3%
Franklin Resources
5
Franklin Resources
California
$127M 2,819,358 -66,676 -2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$107M 2,372,005 -94,063 -4%
Macquarie Group
7
Macquarie Group
Australia
$77.8M 1,724,489 -45,871 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$62.7M 1,389,097 +28,438 +2%
CIP
9
Champlain Investment Partners
Vermont
$58.4M 1,293,281 +160,090 +14%
AllianceBernstein
10
AllianceBernstein
Tennessee
$47.6M 1,055,423 -2,332 -0.2%
CB
11
Cooke & Bieler
Pennsylvania
$44.9M 994,849 -29,060 -3%
Pzena Investment Management
12
Pzena Investment Management
New York
$42.1M 932,721 -70,726 -7%
Bank of America
13
Bank of America
North Carolina
$41.5M 919,868 +68,371 +8%
Northern Trust
14
Northern Trust
Illinois
$37.3M 825,984 -65,963 -7%
Brown Advisory
15
Brown Advisory
Maryland
$37.3M 825,871 +30,749 +4%
PCM
16
Palisade Capital Management
New Jersey
$37.2M 823,497 +1,705 +0.2%
Invesco
17
Invesco
Georgia
$33.4M 740,786 +55,699 +8%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.4M 695,728 -58,252 -8%
American Century Companies
19
American Century Companies
Missouri
$31M 685,901 +228,705 +50%
Charles Schwab
20
Charles Schwab
California
$30.5M 676,410 +34,515 +5%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$28.9M 640,030 +640,030 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$25.6M 566,589 -20,755 -4%
Norges Bank
23
Norges Bank
Norway
$24.1M 534,163 -148,816 -22%
FCM
24
Frontier Capital Management
Massachusetts
$22.7M 503,297 -18,614 -4%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$21.2M 470,688 -3,387 -0.7%
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