We are live on ! Find out more
SEIC icon

SEI Investments

422 hedge funds and large institutions have $7.98B invested in SEI Investments in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

17% more funds holding

Funds holding: 362422 (+60)

16% more capital invested

Capital invested by funds: $6.87B → $7.98B (+$1.11B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.6% less ownership

Funds ownership: 71.13%70.53% (-0.6%)

5% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 132

84% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $11.8M

Holders
422
Holders Change
+60
Holders Change %
+16.57%
% of All Funds
9.57%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
80
Increased
125
Reduced
132
Closed
19
Calls
$1.88M
Puts
$11.8M
Net Calls
-$9.91M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$360K -$22.9K -342 -6%
II
302
IFM Investors
Australia
$355K +$22.1K +330 +7%
EOJOAM
303
E. Ohman J:or Asset Management
Sweden
$352K +$46.9K +700 +17%
MC
304
Menta Capital
California
$352K +$328K +4,900 New
V
305
Veritable
Delaware
$349K +$70.2K +1,048 +27%
TA
306
Tiedemann Advisors
New York
$339K +$315K +4,704 New
BRWA
307
B. Riley Wealth Advisors
Florida
$316K +$293K +4,376 New
FCMT
308
Founders Capital Management (Texas)
Texas
$305K
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$302K
WA
310
WBH Advisory
Maryland
$287K
WP
311
WMS Partners
Maryland
$287K +$268K +4,000 New
Jacobs Levy Equity Management
312
Jacobs Levy Equity Management
New Jersey
$285K +$265K +3,960 New
B
313
Barings
North Carolina
$273K -$1.08M -16,200 -81%
CWM
314
Cornerstone Wealth Management
Missouri
$272K +$870 +13 +0.4%
IG
315
ING Group
Netherlands
$267K +$249K +3,722 New
EMG
316
Ellington Management Group
Connecticut
$266K -$495K -7,400 -67%
VWM
317
Venturi Wealth Management
Texas
$265K +$20.5K +306 +9%
GIA
318
Gateway Investment Advisers
Ohio
$261K -$34.3K -512 -12%
GCMG
319
Gyroscope Capital Management Group
Florida
$259K -$59.1K -883 -20%
TD Asset Management
320
TD Asset Management
Ontario, Canada
$258K +$240K +3,584 New
AA
321
ALPS Advisors
Colorado
$257K +$240K +3,580 New
AAM
322
Advisors Asset Management
Colorado
$254K +$150K +2,237 +172%
MAP
323
Moody Aldrich Partners
Massachusetts
$252K -$335 -5 -0.1%
PCMC
324
Paragon Capital Management (Colorado)
Colorado
$251K -$268 -4 -0.1%
LA
325
Legacy Advisors
Pennsylvania
$242K