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SEI Investments

475 hedge funds and large institutions have $6.77B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,356% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $561K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $6.27B → $6.77B (+$496M)

3% less funds holding

Funds holding: 490475 (-15)

3.29% less ownership

Funds ownership: 75.04%71.74% (-3.3%)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

25% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 186

Holders
475
Holders Change
-15
Holders Change %
-3.06%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
140
Reduced
186
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
251
Hennion & Walsh Asset Management
New Jersey
$837K -$5.38K -81 -0.7%
WorldQuant Millennium Advisors
252
WorldQuant Millennium Advisors
New York
$808K -$278K -4,188 -27%
CB
253
Cadence Bank
Mississippi
$769K +$4.58K +69 +0.6%
CB
254
Commerce Bank
Missouri
$766K +$3.32K +50 +0.5%
Federated Hermes
255
Federated Hermes
Pennsylvania
$762K -$44.3K -667 -6%
BIP
256
Brandes Investment Partners
California
$738K +$278K +4,191 +69%
EMPI
257
Elo Mutual Pension Insurance
Finland
$735K +$679K +10,220 New
M&T Bank
258
M&T Bank
New York
$733K -$57.1K -860 -8%
EI
259
Ethic Inc
New York
$719K +$372K +5,607 +128%
RC
260
RBF Capital
California
$719K
CPBTD
261
Central Pacific Bank - Trust Division
Hawaii
$717K +$673K +10,136 New
PAMG
262
Patton Albertson Miller Group
Tennessee
$715K
HighTower Advisors
263
HighTower Advisors
Illinois
$701K -$36.9K -556 -5%
LCM
264
Logan Capital Management
Pennsylvania
$697K
PP
265
Patten & Patten
Tennessee
$683K
Prudential Financial
266
Prudential Financial
New Jersey
$677K -$34K -512 -5%
GIBU
267
Gulf International Bank (UK)
United Kingdom
$669K
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$664K +$33.8K +509 +7%
NS
269
NBC Securities
Alabama
$662K -$1.86K -28 -0.3%
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$659K -$37.4K -563 -6%
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$657K -$373K -5,612 -38%
NIC
272
Northwest Investment Counselors
Oregon
$656K -$19.3K -290 -3%
NP
273
Nilsine Partners
Colorado
$648K -$182K -2,744 -23%
WSC
274
Wellington Shields & Co
New York
$647K
RJT
275
Raymond James Trust
Florida
$644K +$2.59K +39 +0.4%