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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
CGH
251
Crossmark Global Holdings
Texas
$639K -$28.5K -476 -4%
NIC
252
Northwest Investment Counselors
Oregon
$629K -$17.9K -299 -3%
CB
253
Commerce Bank
Missouri
$624K
I
254
InceptionR
California
$621K +$647K +10,789 New
CB
255
Cadence Bank
Mississippi
$620K -$9.41K -157 -1%
FA
256
FDx Advisors
Illinois
$619K
Cerity Partners
257
Cerity Partners
New York
$615K +$5.7K +95 +0.9%
Prudential Financial
258
Prudential Financial
New Jersey
$596K +$91.6K +1,528 +17%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$591K -$1.68K -28 -0.3%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$587K -$43.8K -731 -7%
RC
261
RBF Capital
California
$576K
LCM
262
Logan Capital Management
Pennsylvania
$558K
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$536K -$27.7K -462 -5%
SAM
264
Securian Asset Management
Minnesota
$534K -$6.96K -116 -1%
Nordea Investment Management
265
Nordea Investment Management
Sweden
$533K -$74.1K -1,235 -12%
PA
266
Parallel Advisors
California
$520K +$24.3K +405 +5%
WBC
267
Westpac Banking Corp
Australia
$519K
WSC
268
Wellington Shields & Co
New York
$518K -$60K -1,000 -10%
IFU
269
iSAM Funds (UK)
United Kingdom
$513K +$534K +8,909 New
AG
270
Algert Global
California
$509K +$530K +8,840 New
RJT
271
Raymond James Trust
Florida
$500K +$18.5K +308 +4%
HWAM
272
Hennion & Walsh Asset Management
New Jersey
$496K -$45.2K -753 -8%
XT
273
XTX Topco
Cayman Islands
$477K +$497K +8,295 New
Fisher Asset Management
274
Fisher Asset Management
Washington
$469K -$72.8K -1,214 -13%
GC
275
Guggenheim Capital
Illinois
$469K +$80.5K +1,342 +20%