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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
AWM
276
Avior Wealth Management
Nebraska
$636K +$81.4K +1,226 +16%
DCM
277
DGS Capital Management
New Jersey
$636K +$306K +4,607 +109%
HIM
278
Hillsdale Investment Management
Ontario, Canada
$633K -$13.3K -200 -2%
CGH
279
Crossmark Global Holdings
Texas
$618K -$27.6K -416 -5%
GL
280
GHE LLC
Tennessee
$610K -$505K -7,602 -47%
CCIA
281
Campbell & Co Investment Adviser
Maryland
$601K -$1.21M -18,231 -69%
Nordea Investment Management
282
Nordea Investment Management
Sweden
$598K -$78.8K -1,187 -13%
SAM
283
Securian Asset Management
Minnesota
$589K -$15K -226 -3%
Creative Planning
284
Creative Planning
Kansas
$570K +$51.2K +771 +11%
Janus Henderson Group
285
Janus Henderson Group
United Kingdom
$565K -$49.4K -743 -9%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$563K -$4.72K -71 -0.9%
LAM
287
LECAP Asset Management
United Kingdom
$559K -$108K -1,623 -17%
Fisher Asset Management
288
Fisher Asset Management
Washington
$558K -$58.5K -881 -10%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$537K
Daiwa Securities Group
290
Daiwa Securities Group
Japan
$532K +$6.64K +100 +1%
FSCM
291
Front Street Capital Management
Montana
$527K +$66 +1 +0%
Fayez Sarofim & Co
292
Fayez Sarofim & Co
Texas
$525K
FCBT
293
First Citizens Bank & Trust
North Carolina
$506K +$15.3K +230 +3%
JWM
294
Janiczek Wealth Management
Colorado
$504K +$67.9K +1,022 +17%
EGM
295
Engineers Gate Manager
New York
$503K -$2.2M -33,113 -83%
EP
296
Edgestream Partners
New Jersey
$494K -$2.75M -41,326 -86%
Mariner
297
Mariner
Kansas
$494K +$21.7K +327 +5%
VI
298
Versor Investments
New York
$488K -$166K -2,500 -27%
BTWM
299
Baker Tilly Wealth Management
Wisconsin
$481K +$4.78K +72 +1%
HTC
300
Haverford Trust Company
Pennsylvania
$475K