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SEI Investments

441 hedge funds and large institutions have $5.36B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

998% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $339K

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.12% less ownership

Funds ownership: 69.3%69.18% (-0.12%)

0% less capital invested

Capital invested by funds: $5.38B → $5.36B (-$19.2M)

1% less funds holding

Funds holding: 444441 (-3)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
140
Reduced
176
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
226
DnB Asset Management
Norway
$927K +$19.9K +331 +2%
JMPWA
227
JP Morgan Private Wealth Advisors
California
$921K -$156K -2,599 -14%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$921K +$1.26K +21 +0.1%
BFM
229
Boston Financial Management
Massachusetts
$915K
Osaic Holdings
230
Osaic Holdings
Arizona
$913K -$13.6K -227 -1%
CSS
231
Cubist Systematic Strategies
Connecticut
$891K +$592K +9,868 +176%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$890K -$232K -3,863 -20%
MCM
233
Manchester Capital Management
Vermont
$865K +$901K +15,030 New
Twin Tree Management
234
Twin Tree Management
Texas
$865K +$649K +10,829 +258%
IMCOOI
235
Investment Management Corp of Ontario (IMCO)
Canada
$857K
VI
236
Versor Investments
New York
$850K -$108K -1,800 -11%
GC
237
Gould Capital
Washington
$832K -$181K -3,018 -17%
M&T Bank
238
M&T Bank
New York
$830K -$197K -3,278 -19%
AWM
239
AE Wealth Management
Kansas
$828K +$52.2K +871 +6%
Federated Hermes
240
Federated Hermes
Pennsylvania
$819K -$21.6K -360 -2%
Public Sector Pension Investment Board (PSP Investments)
241
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$812K +$95.2K +1,587 +13%
E
242
Ergoteles
New York
$792K +$825K +13,765 New
X
243
Xponance
Pennsylvania
$786K -$420 -7 -0.1%
TWD
244
True Wealth Design
Ohio
$750K -$7.8K -130 -1%
NAM
245
Nissay Asset Management
Japan
$743K -$19.9K -331 -3%
OTL
246
Oak Thistle LLC
New York
$734K +$42.1K +702 +6%
PAMG
247
Patton Albertson Miller Group
Tennessee
$679K
VPIM
248
Vanguard Personalized Indexing Management
California
$673K +$88K +1,468 +14%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$663K +$12.8K +213 +2%
IIM
250
INTECH Investment Management
Florida
$647K -$22.4K -374 -3%