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SEI Investments

441 hedge funds and large institutions have $5.36B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

998% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $339K

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.12% less ownership

Funds ownership: 69.3%69.18% (-0.12%)

0% less capital invested

Capital invested by funds: $5.38B → $5.36B (-$19.2M)

1% less funds holding

Funds holding: 444441 (-3)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
140
Reduced
176
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
301
Stifel Financial
Missouri
$328K -$1.21M -20,175 -78%
DekaBank Deutsche Girozentrale
302
DekaBank Deutsche Girozentrale
Germany
$323K -$557K -9,284 -62%
LA
303
Lindenwold Advisors
Pennsylvania
$313K +$1.8K +30 +0.6%
IHL
304
Investment House LLC
California
$313K
SCM
305
Shelton Capital Management
Colorado
$303K
LA
306
LBP AM
France
$294K -$46.2K -771 -13%
Bank of Nova Scotia
307
Bank of Nova Scotia
Ontario, Canada
$291K +$94K +1,568 +45%
CM
308
Capula Management
Cayman Islands
$260K +$271K +4,520 New
CCA
309
Cadent Capital Advisors
Oklahoma
$258K
V
310
Veritable
Delaware
$253K -$3.84K -64 -1%
CIA
311
Citadel Investment Advisory
Ohio
$252K -$1.2K -20 -0.5%
ECM
312
ExodusPoint Capital Management
New York
$248K +$258K +4,303 New
BIM
313
Baldwin Investment Management
Pennsylvania
$247K -$36K -600 -12%
BFM
314
Boothbay Fund Management
New York
$247K -$327K -5,450 -56%
GDP
315
Great Diamond Partners
Maine
$247K -$6.3K -105 -2%
MGP
316
Metis Global Partners
California
$246K +$256K +4,272 New
WI
317
WrapManager Inc
California
$239K +$959 +16 +0.4%
CANY
318
Caxton Associates (New York)
New York
$236K +$35.9K +599 +17%
WA
319
WBH Advisory
Maryland
$230K +$240K +4,000 New
DAC
320
Dividend Assets Capital
South Carolina
$222K
P
321
Pitcairn
Pennsylvania
$221K -$1.08K -18 -0.5%
JWM
322
Janiczek Wealth Management
Colorado
$217K +$16.1K +269 +8%
GHA
323
GW Henssler & Associates
Georgia
$214K -$57.2K -954 -20%
AL
324
Arnhold LLC
New York
$211K
PFWA
325
Paces Ferry Wealth Advisors
Georgia
$209K -$3.42K -57 -2%