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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
NS
276
NBC Securities
Alabama
$557K +$569K +9,255 New
HighTower Advisors
277
HighTower Advisors
Illinois
$554K +$55.9K +909 +11%
Creative Planning
278
Creative Planning
Kansas
$552K +$126K +2,051 +29%
WSC
279
Wellington Shields & Co
New York
$542K
CANY
280
Caxton Associates (New York)
New York
$538K
RJT
281
Raymond James Trust
Florida
$532K -$8.67K -141 -2%
Nordea Investment Management
282
Nordea Investment Management
Sweden
$525K -$48K -780 -8%
Janus Henderson Group
283
Janus Henderson Group
United Kingdom
$524K -$352K -5,718 -40%
Corient Private Wealth
284
Corient Private Wealth
Florida
$520K +$531K +8,637 New
SAM
285
Securian Asset Management
Minnesota
$513K -$31.1K -505 -6%
BTWM
286
Baker Tilly Wealth Management
Wisconsin
$513K -$1.08M -17,640 -67%
DekaBank Deutsche Girozentrale
287
DekaBank Deutsche Girozentrale
Germany
$508K +$8.79K +143 +2%
EGM
288
Engineers Gate Manager
New York
$506K -$455K -7,393 -47%
GL
289
GHE LLC
Tennessee
$503K +$8.79K +143 +2%
Fiera Capital (Canada)
290
Fiera Capital (Canada)
Quebec, Canada
$495K +$13.2K +215 +3%
Fisher Asset Management
291
Fisher Asset Management
Washington
$491K
MSRPS
292
Maryland State Retirement & Pension System
Maryland
$490K
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$476K -$1.72K -28 -0.4%
Mariner
294
Mariner
Kansas
$471K +$19.2K +313 +4%
VI
295
Versor Investments
New York
$469K -$298K -4,849 -38%
AWM
296
Avior Wealth Management
Nebraska
$459K
PFO
297
Pathstone Family Office
New Jersey
$449K +$458K +7,450 New
Stifel Financial
298
Stifel Financial
Missouri
$441K +$103K +1,671 +30%
ACM
299
Aquatic Capital Management
Illinois
$440K -$553K -9,000 -55%
Fayez Sarofim & Co
300
Fayez Sarofim & Co
Texas
$440K