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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 %
NIC
276
Northwest Investment Counselors
Oregon
$598K -$76.9K -1,210 -11%
LAM
277
LECAP Asset Management
United Kingdom
$597K +$597K +9,398 New
GIBU
278
Gulf International Bank (UK)
United Kingdom
$591K -$96K -1,512 -14%
VI
279
Versor Investments
New York
$590K +$95.3K +1,500 +19%
NS
280
NBC Securities
Alabama
$587K -$381 -6 -0.1%
CGH
281
Crossmark Global Holdings
Texas
$572K -$45.3K -714 -7%
HIM
282
Hillsdale Investment Management
Ontario, Canada
$572K -$31.8K -500 -5%
WSC
283
Wellington Shields & Co
New York
$572K
RJT
284
Raymond James Trust
Florida
$567K +$6.16K +97 +1%
Fisher Asset Management
285
Fisher Asset Management
Washington
$550K +$31.8K +500 +6%
MFG
286
Merit Financial Group
Georgia
$548K +$246K +3,877 +82%
Janus Henderson Group
287
Janus Henderson Group
United Kingdom
$547K -$5.53K -87 -1%
SAM
288
Securian Asset Management
Minnesota
$535K -$6.36K -100 -1%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$517K
Canada Pension Plan Investment Board
290
Canada Pension Plan Investment Board
Ontario, Canada
$508K -$763K -12,000 -60%
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$502K
CIS
292
Custom Index Systems
New York
$501K +$501K +7,889 New
Fayez Sarofim & Co
293
Fayez Sarofim & Co
Texas
$487K
AWM
294
Avior Wealth Management
Nebraska
$485K
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$472K +$15.9K +250 +3%
FSCM
296
Front Street Capital Management
Montana
$466K +$14.2K +223 +3%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$464K +$25.4K +400 +6%
Creative Planning
298
Creative Planning
Kansas
$455K -$128K -2,008 -22%
RMDI
299
R.M. Davis Inc
Maine
$436K -$739K -11,622 -63%
FCBT
300
First Citizens Bank & Trust
North Carolina
$433K +$51.9K +816 +14%