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SEI Investments

456 hedge funds and large institutions have $5.63B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 164 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
152
Reduced
164
Closed
40
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M
Name Holding Trade Value Shares
Change
Shares
Change %
FSCM
301
Front Street Capital Management
Montana
$428K
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$416K
AI
303
AdvisorShares Investments
Maryland
$402K -$9.28K -154 -2%
BFA
304
Beaumont Financial Advisors
Massachusetts
$400K
HTC
305
Haverford Trust Company
Pennsylvania
$398K
JWM
306
Janiczek Wealth Management
Colorado
$385K +$87.9K +1,460 +30%
WSTAM
307
Wilbanks Smith & Thomas Asset Management
Virginia
$365K -$663 -11 -0.2%
FCBT
308
First Citizens Bank & Trust
North Carolina
$361K +$1.39K +23 +0.4%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$357K +$2.65K +44 +0.7%
PP
310
Prudential plc
United Kingdom
$357K
GWA
311
GGM Wealth Advisors
Maryland
$343K
SCA
312
Snowden Capital Advisors
New York
$339K -$6.26K -104 -2%
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$329K -$246K -4,090 -43%
Susquehanna International Group
314
Susquehanna International Group
Pennsylvania
$327K -$1.93M -31,975 -85%
IHL
315
Investment House LLC
California
$327K
MGP
316
Metis Global Partners
California
$322K -$3.43K -57 -1%
EI
317
Ethic Inc
New York
$319K -$87.9K -1,460 -22%
AM
318
AGF Management
Ontario, Canada
$316K +$316K +5,248 New
WorldQuant Millennium Advisors
319
WorldQuant Millennium Advisors
New York
$311K +$311K +5,165 New
CCFCSB
320
Cape Cod Five Cents Savings Bank
Massachusetts
$310K +$310K +5,150 New
LA
321
LBP AM
France
$308K
Commonwealth Equity Services
322
Commonwealth Equity Services
Massachusetts
$296K -$27.4K -455 -8%
Point72 Asset Management
323
Point72 Asset Management
Connecticut
$289K +$217K +3,609 +303%
BFM
324
Boothbay Fund Management
New York
$287K +$287K +4,758 New
MFG
325
Merit Financial Group
Georgia
$285K +$285K +4,738 New