WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

261 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 98 reducing their positions, and 14 closing their positions.

Holders
261
Holders Change
+29
Holders Change %
+12.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
71
Reduced
98
Closed
14
Calls
$876K
Puts
$479K
Net Calls
+$397K
Net Calls Change
-$289K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$24M
3
FCM
3
Frontier Capital Management
Massachusetts
$34.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$143M
2
CB
2
Cooke & Bieler
Pennsylvania
$39.3M
3
Jennison Associates
3
Jennison Associates
New York
$18.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$442M 8,672,076 +65,194 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$358M 7,019,682 -125,079 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$199M 3,904,017 +762 +0%
State Street
4
State Street
Massachusetts
$155M 3,030,372 +87,781 +3%
Franklin Resources
5
Franklin Resources
California
$143M 2,782,098 -248,546 -8%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$117M 2,293,280 -57,589 -2%
Macquarie Group
7
Macquarie Group
Australia
$86.4M 1,694,133 -37,724 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$72.6M 1,422,616 -1,847 -0.1%
CIP
9
Champlain Investment Partners
Vermont
$66.3M 1,299,998 +14,792 +1%
Bank of America
10
Bank of America
North Carolina
$51.2M 1,004,194 +5,586 +0.6%
Invesco
11
Invesco
Georgia
$49M 960,567 +45,259 +5%
American Century Companies
12
American Century Companies
Missouri
$46.3M 908,428 +30,961 +4%
Brown Advisory
13
Brown Advisory
Maryland
$43.1M 845,859 +14,046 +2%
Pzena Investment Management
14
Pzena Investment Management
New York
$41.6M 816,470 -83,189 -9%
Northern Trust
15
Northern Trust
Illinois
$40.8M 799,792 -21,399 -3%
AllianceBernstein
16
AllianceBernstein
Tennessee
$40.7M 798,354 -78,072 -9%
CB
17
Cooke & Bieler
Pennsylvania
$39.3M 771,353 -188,171 -20%
PCM
18
Palisade Capital Management
New Jersey
$38.9M 762,869 -46,617 -6%
Charles Schwab
19
Charles Schwab
California
$36.8M 720,934 -1,158 -0.2%
FCM
20
Frontier Capital Management
Massachusetts
$34.2M 670,156 +146,778 +28%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$31.7M 620,808 +6,380 +1%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.6M 600,348 -25,265 -4%
Morgan Stanley
23
Morgan Stanley
New York
$27M 529,875 +123,649 +30%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$25.1M 491,991 -62,547 -11%
Goldman Sachs
25
Goldman Sachs
New York
$24M 469,718 +189,835 +68%
1
2 3 4 5