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SEI Investments

488 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
70
Increased
143
Reduced
181
Closed
30
Calls
$1.58M
Puts
$83K
Net Calls
+$1.49M
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
301
Marshall Wace
United Kingdom
$432K +$432K +6,800 New
BTWM
302
Baker Tilly Wealth Management
Wisconsin
$421K -$120K -1,887 -22%
HTC
303
Haverford Trust Company
Pennsylvania
$420K
AI
304
AdvisorShares Investments
Maryland
$419K -$4.89K -77 -1%
Mariner
305
Mariner
Kansas
$416K -$81.7K -1,286 -16%
FA
306
FDx Advisors
Illinois
$413K +$131K +2,062 +46%
BFA
307
Beaumont Financial Advisors
Massachusetts
$412K -$10.2K -160 -2%
SCA
308
Snowden Capital Advisors
New York
$408K +$50K +787 +14%
QCM
309
Quantinno Capital Management
New York
$406K -$928K -14,590 -70%
Los Angeles Capital Management
310
Los Angeles Capital Management
California
$404K +$404K +6,361 New
TI
311
Truepoint Inc
Ohio
$391K +$391K +6,155 New
DekaBank Deutsche Girozentrale
312
DekaBank Deutsche Girozentrale
Germany
$389K -$147K -2,306 -27%
BIP
313
Brandes Investment Partners
California
$386K +$386K +6,069 New
WSTAM
314
Wilbanks Smith & Thomas Asset Management
Virginia
$385K
IFU
315
iSAM Funds (UK)
United Kingdom
$385K +$385K +6,066 New
JWM
316
Janiczek Wealth Management
Colorado
$381K -$25K -393 -6%
MC
317
Maverick Capital
Texas
$379K +$379K +5,963 New
HF
318
HRT Financial
New York
$377K -$1.34M -21,131 -78%
PP
319
Prudential plc
United Kingdom
$376K
GWA
320
GGM Wealth Advisors
Maryland
$364K
MC
321
Machina Capital
France
$360K +$360K +5,669 New
MGP
322
Metis Global Partners
California
$355K +$14.7K +231 +4%
IHL
323
Investment House LLC
California
$345K
PMEF
324
Point72 Middle East FZE
United Arab Emirates
$339K +$339K +5,329 New
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$337K -$39.7K -625 -11%