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WSFS Financial
WSFS

Overview Fund Activity

248 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 38 closing their positions.

Holders
248
Holders Change
-13
Holders Change %
-4.98%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
80
Reduced
81
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89.7M
2
State Street
2
State Street
Massachusetts
$176M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$13.5M
4
GLA
4
Great Lakes Advisors
Illinois
$9.01M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.7M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Franklin Resources
2
Franklin Resources
California
$135M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$27.2M
5
Jane Street
5
Jane Street
New York
$919K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$462M 8,698,419 +26,343 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$372M 7,001,023 -18,659 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$207M 3,902,510 -1,507 -0%
State Street
4
State Street
Massachusetts
$176M 3,314,111 +283,739 +9%
Franklin Resources
5
Franklin Resources
California
$135M 2,545,695 -236,403 -8%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$123M 2,313,175 +19,895 +0.9%
Macquarie Group
7
Macquarie Group
Australia
$89.7M 1,688,796 -5,337 -0.3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$89.7M 1,687,824 +1,276,078 +310%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$74.8M 1,407,117 -15,499 -1%
CIP
10
Champlain Investment Partners
Vermont
$65.6M 1,234,834 -65,164 -5%
Bank of America
11
Bank of America
North Carolina
$51.4M 966,853 -37,341 -4%
Invesco
12
Invesco
Georgia
$50.7M 954,195 -6,372 -0.7%
American Century Companies
13
American Century Companies
Missouri
$48M 904,279 -4,149 -0.5%
Brown Advisory
14
Brown Advisory
Maryland
$43.9M 827,034 -18,825 -2%
Northern Trust
15
Northern Trust
Illinois
$43M 809,334 +9,542 +1%
AllianceBernstein
16
AllianceBernstein
Tennessee
$42M 790,688 -7,666 -1%
Pzena Investment Management
17
Pzena Investment Management
New York
$42M 790,584 -25,886 -3%
CB
18
Cooke & Bieler
Pennsylvania
$41.6M 782,767 +11,414 +1%
PCM
19
Palisade Capital Management
New Jersey
$41.1M 772,699 +9,830 +1%
Charles Schwab
20
Charles Schwab
California
$39.3M 740,584 +19,650 +3%
FCM
21
Frontier Capital Management
Massachusetts
$38.2M 718,978 +48,822 +7%
Norges Bank
22
Norges Bank
Norway
$32.8M 616,887 +616,887 New
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.5M 592,736 -7,612 -1%
Goldman Sachs
24
Goldman Sachs
New York
$28.7M 540,366 +70,648 +15%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$27.2M 511,292 -109,516 -18%
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