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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.51B invested in WSFS Financial in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 27 closing their positions.

Holders
232
Holders Change
-7
Holders Change %
-2.93%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
72
Reduced
95
Closed
27
Calls
$686K
Puts
–
Net Calls
+$686K
Net Calls Change
+$99K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$142M
2
American Century Companies
2
American Century Companies
Missouri
$41.2M
3
Invesco
3
Invesco
Georgia
$43M
4
Jennison Associates
4
Jennison Associates
New York
$23.1M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$183M

Top Sellers

1
BlackRock
1
BlackRock
New York
$405M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.3M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$41.2M
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$405M 8,606,882 -322,626 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M 7,144,761 -193,439 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$183M 3,903,255 +110,279 +3%
Franklin Resources
4
Franklin Resources
California
$142M 3,030,644 +211,286 +7%
State Street
5
State Street
Massachusetts
$138M 2,942,591 +8,178 +0.3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$110M 2,350,869 -21,136 -0.9%
Macquarie Group
7
Macquarie Group
Australia
$81.4M 1,731,857 +7,368 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$67M 1,424,463 +35,366 +3%
CIP
9
Champlain Investment Partners
Vermont
$60.4M 1,285,206 -8,075 -0.6%
Bank of America
10
Bank of America
North Carolina
$46.9M 998,608 +78,740 +9%
CB
11
Cooke & Bieler
Pennsylvania
$45.1M 959,524 -35,325 -4%
Invesco
12
Invesco
Georgia
$43M 915,308 +174,522 +24%
Pzena Investment Management
13
Pzena Investment Management
New York
$42.3M 899,659 -33,062 -4%
American Century Companies
14
American Century Companies
Missouri
$41.2M 877,467 +191,566 +28%
AllianceBernstein
15
AllianceBernstein
Tennessee
$41.2M 876,426 -178,997 -17%
Brown Advisory
16
Brown Advisory
Maryland
$39.1M 831,813 +5,942 +0.7%
Northern Trust
17
Northern Trust
Illinois
$38.6M 821,191 -4,793 -0.6%
PCM
18
Palisade Capital Management
New Jersey
$38M 809,486 -14,011 -2%
Charles Schwab
19
Charles Schwab
California
$33.9M 722,092 +45,682 +7%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.4M 625,613 -70,115 -10%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$28.9M 614,428 -25,602 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.1M 554,538 -12,051 -2%
FCM
23
Frontier Capital Management
Massachusetts
$24.6M 523,378 +20,081 +4%
Norges Bank
24
Norges Bank
Norway
$24.1M 511,990 -22,173 -4%
Jennison Associates
25
Jennison Associates
New York
$23.1M 491,771 +145,544 +42%
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