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SEI Investments

488 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
70
Increased
143
Reduced
181
Closed
30
Calls
$1.58M
Puts
$83K
Net Calls
+$1.49M
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
251
Corient Private Wealth
Florida
$811K +$263K +4,131 +48%
TWD
252
True Wealth Design
Ohio
$802K -$763 -12 -0.1%
X
253
Xponance
Pennsylvania
$794K -$6.23K -98 -0.8%
BHCM
254
Brevan Howard Capital Management
Jersey
$781K +$781K +12,295 New
NP
255
Nilsine Partners
Colorado
$747K -$382K -6,011 -34%
HWAM
256
Hennion & Walsh Asset Management
New Jersey
$745K -$9.28K -146 -1%
TRCT
257
Tower Research Capital (TRC)
New York
$739K +$476K +7,487 +181%
N
258
Natixis
France
$737K -$434K -6,823 -37%
SG Americas Securities
259
SG Americas Securities
New York
$718K +$19.5K +306 +3%
Federated Hermes
260
Federated Hermes
Pennsylvania
$716K -$92K -1,448 -11%
PA
261
Parallel Advisors
California
$706K +$5.91K +93 +0.8%
M&T Bank
262
M&T Bank
New York
$703K -$119K -1,865 -14%
TC
263
TwinBeech Capital
New York
$701K +$701K +11,023 New
Cerity Partners
264
Cerity Partners
New York
$682K +$26.7K +420 +4%
CB
265
Cadence Bank
Mississippi
$675K
WAM
266
Weiss Asset Management
Massachusetts
$674K +$674K +10,607 New
CB
267
Commerce Bank
Missouri
$674K -$5.28K -83 -0.8%
HighTower Advisors
268
HighTower Advisors
Illinois
$643K +$57.6K +915 +10%
RC
269
RBF Capital
California
$636K
PAMG
270
Patton Albertson Miller Group
Tennessee
$632K
Prudential Financial
271
Prudential Financial
New Jersey
$631K -$3.06M -48,072 -83%
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$618K -$52.9K -833 -8%
LCM
273
Logan Capital Management
Pennsylvania
$616K
PP
274
Patten & Patten
Tennessee
$604K
Nordea Investment Management
275
Nordea Investment Management
Sweden
$601K +$53.5K +841 +10%