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SEI Investments

475 hedge funds and large institutions have $6.77B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,356% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $561K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $6.27B → $6.77B (+$496M)

3% less funds holding

Funds holding: 490475 (-15)

3.29% less ownership

Funds ownership: 75.04%71.74% (-3.3%)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

25% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 186

Holders
475
Holders Change
-15
Holders Change %
-3.06%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
140
Reduced
186
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
AdvisorShares Investments
Maryland
$474K
BFA
302
Beaumont Financial Advisors
Massachusetts
$466K
SCA
303
Snowden Capital Advisors
New York
$454K -$6.91K -104 -2%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$454K +$17K +256 +4%
BAMF
305
BI Asset Management Fondsmaeglerselskab
Denmark
$446K +$161K +2,418 +64%
CC
306
Centiva Capital
New York
$440K -$711K -10,702 -64%
PTC
307
Petrus Trust Company
Texas
$439K +$166K +2,501 +69%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$437K +$864 +13 +0.2%
CIP
309
Convergence Investment Partners
Florida
$408K +$377K +5,669 New
PCM
310
Prelude Capital Management
New York
$408K +$377K +5,669 New
MGP
311
Metis Global Partners
California
$406K +$4.32K +65 +1%
IHL
312
Investment House LLC
California
$391K
C
313
Certuity
Florida
$371K +$342K +5,154 New
CIA
314
Concurrent Investment Advisors
Florida
$365K +$337K +5,079 New
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$360K +$333K +5,007 New
SOW
316
State of Wyoming
Wyoming
$359K +$74.7K +1,124 +29%
O
317
Ossiam
France
$358K +$102K +1,529 +44%
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$350K +$64.8K +975 +25%
OR
319
Olympiad Research
Connecticut
$347K +$321K +4,833 New
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$332K -$10.5K -158 -3%
CWM
321
CIBC World Markets
New York
$329K +$304K +4,579 New
P
322
Pitcairn
Pennsylvania
$328K -$2.26K -34 -0.7%
CCA
323
Cadent Capital Advisors
Oklahoma
$323K
GDP
324
Great Diamond Partners
Maine
$322K -$3.19K -48 -1%
CIG
325
Cullen Investment Group
Louisiana
$314K -$17.7K -267 -6%