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SEI Investments

459 hedge funds and large institutions have $5.63B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,098% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $60K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $5.53B → $5.63B (+$102M)

0.66% more ownership

Funds ownership: 69.88%70.53% (+0.66%)

0% more funds holding

Funds holding: 457459 (+2)

8% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 165

Holders
459
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
152
Reduced
165
Closed
41
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Natixis
France
$1.11M +$1.11M +18,112 +5,978%
DLHL
227
Donald L. Hagan LLC
Florida
$1.09M -$33.4K -543 -3%
ATPW
228
Ashton Thomas Private Wealth
Arizona
$1.08M +$3.94K +64 +0.4%
NP
229
Nilsine Partners
Colorado
$1.07M -$124K -2,013 -10%
GAM
230
Gotham Asset Management
New York
$1.06M -$213K -3,470 -16%
URS
231
Utah Retirement Systems
Utah
$1.06M
AWM
232
AE Wealth Management
Kansas
$1.05M +$144K +2,348 +16%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$1.03M +16,818 New
OAM
234
Oppenheimer Asset Management
New York
$1.01M -$34.4K -559 -3%
1832 Asset Management
235
1832 Asset Management
Ontario, Canada
$1.01M -$32.2K -523 -3%
Holocene Advisors
236
Holocene Advisors
New York
$1.01M +$1.03M +16,754 New
BFM
237
Boston Financial Management
Massachusetts
$958K
VPIM
238
Vanguard Personalized Indexing Management
California
$941K +$208K +3,389 +28%
EARNEST Partners
239
EARNEST Partners
Georgia
$928K +$945K +15,363 +36,579%
VNA
240
Valley National Advisers
Pennsylvania
$919K -$140K -2,282 -13%
AG
241
AIA Group
Hong Kong
$878K -$1.15M -18,690 -56%
GC
242
Gould Capital
Washington
$872K +$12K +195 +1%
Public Sector Pension Investment Board (PSP Investments)
243
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$849K
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$836K +$273K +4,442 +47%
DT
245
Diversified Trust
Tennessee
$833K +$393K +6,383 +86%
Aviva
246
Aviva
United Kingdom
$824K -$887K -14,417 -51%
OTL
247
Oak Thistle LLC
New York
$824K +$841K +13,682 New
M&T Bank
248
M&T Bank
New York
$778K -$9.16K -149 -1%
NAM
249
Nissay Asset Management
Japan
$776K +$13K +211 +2%
Federated Hermes
250
Federated Hermes
Pennsylvania
$766K -$61.2K -996 -7%