SEIC icon

SEI Investments

452 hedge funds and large institutions have $5.52B invested in SEI Investments in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+16
Holders Change %
+3.67%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
58
Increased
138
Reduced
161
Closed
41
Calls
$9.45M
Puts
$60K
Net Calls
+$9.39M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$362K -$835 -14 -0.2%
NICM
302
Neo Ivy Capital Management
New York
$359K +$359K +6,015 New
FCBT
303
First Citizens Bank & Trust
North Carolina
$356K +$356K +5,973 New
PP
304
Prudential plc
United Kingdom
$353K -$1.4M -23,485 -80%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$351K -$2.5K -42 -0.7%
GWA
306
GGM Wealth Advisors
Maryland
$344K +$344K +5,700 New
SCA
307
Snowden Capital Advisors
New York
$342K -$32.8K -550 -9%
Stifel Financial
308
Stifel Financial
Missouri
$337K -$2.39K -40 -0.7%
TRCT
309
Tower Research Capital (TRC)
New York
$334K +$213K +3,566 +175%
NYLIM
310
New York Life Investment Management
New York
$328K +$328K +5,503 New
MM
311
MQS Management
New York
$327K +$327K +5,486 New
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$325K -$24.4K -409 -7%
IHL
313
Investment House LLC
California
$324K
MGP
314
Metis Global Partners
California
$323K +$67.8K +1,138 +27%
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$321K -$1.97K -33 -0.6%
LA
316
LBP AM
France
$304K
SCM
317
Shelton Capital Management
Colorado
$300K -$14.7K -246 -5%
JWM
318
Janiczek Wealth Management
Colorado
$294K +$70.5K +1,182 +32%
WG
319
Winton Group
United Kingdom
$291K -$1.84M -30,925 -86%
SEC
320
Seven Eight Capital
New York
$271K +$271K +4,549 New
BC
321
Bridgefront Capital
Texas
$271K +$271K +4,540 New
GDP
322
Great Diamond Partners
Maine
$269K +$13.5K +226 +5%
V
323
Veritable
Delaware
$268K +$6.14K +103 +2%
CCA
324
Cadent Capital Advisors
Oklahoma
$268K
CIA
325
Citadel Investment Advisory
Ohio
$261K