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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
TWD
251
True Wealth Design
Ohio
$761K -$16.6K -270 -2%
X
252
Xponance
Pennsylvania
$759K +$6.76K +110 +0.9%
IIM
253
INTECH Investment Management
Florida
$741K +$249K +4,051 +49%
TWC
254
TD Waterhouse Canada
Ontario, Canada
$727K +$27.7K +450 +4%
Pacer Advisors
255
Pacer Advisors
Pennsylvania
$723K -$357K -5,802 -33%
HWAM
256
Hennion & Walsh Asset Management
New Jersey
$715K +$16.9K +275 +2%
NYLIM
257
New York Life Investment Management
New York
$704K +$380K +6,179 +112%
Verition Fund Management
258
Verition Fund Management
Connecticut
$698K +$316K +5,138 +80%
AFA
259
Abacus FCF Advisors
Florida
$692K -$19.2K -313 -3%
PA
260
Parallel Advisors
California
$664K +$83.6K +1,360 +14%
SG Americas Securities
261
SG Americas Securities
New York
$662K -$830K -13,496 -55%
GIBU
262
Gulf International Bank (UK)
United Kingdom
$651K -$67.6K -1,100 -9%
CB
263
Commerce Bank
Missouri
$643K
NIC
264
Northwest Investment Counselors
Oregon
$640K -$20.2K -328 -3%
CB
265
Cadence Bank
Mississippi
$640K
JMPWA
266
JP Morgan Private Wealth Advisors
California
$633K -$48.6K -791 -7%
Cerity Partners
267
Cerity Partners
New York
$622K -$22.9K -373 -3%
BCIM
268
British Columbia Investment Management
British Columbia, Canada
$619K
RC
269
RBF Capital
California
$602K
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$602K -$301K -4,897 -32%
PAMG
271
Patton Albertson Miller Group
Tennessee
$599K
LCM
272
Logan Capital Management
Pennsylvania
$584K
HIM
273
Hillsdale Investment Management
Ontario, Canada
$572K +$98.4K +1,600 +20%
PP
274
Patten & Patten
Tennessee
$572K +$584K +9,500 New
CGH
275
Crossmark Global Holdings
Texas
$563K -$14.9K -242 -2%