SEIC icon

SEI Investments

356 hedge funds and large institutions have $5.54B invested in SEI Investments in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 144 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
Holders Change %
0%
% of All Funds
8.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
116
Reduced
144
Closed
24
Calls
$1.26M
Puts
$1.69M
Net Calls
-$426K
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$20K +$4.08K +82 +26%
AssetMark Inc
327
AssetMark Inc
California
$19K
PCP
328
Proficio Capital Partners
Massachusetts
$19K +$6.75K +134 +55%
PFBT
329
Parkside Financial Bank & Trust
Missouri
$18K
ZB
330
Zions Bancorporation
Utah
$13K
GAM
331
Gemmer Asset Management
California
$13K +$2.64K +52 +25%
FAN
332
Financial Advisors Network
California
$12.3K +$12.3K +251 New
BIG
333
Bellwether Investment Group
Tennessee
$12K +$12K +240 New
WA
334
WealthTrust-Arizona
Arizona
$11K
SEI Investments
335
SEI Investments
Pennsylvania
$10K
CHC
336
City Holding Co
West Virginia
$8K
WCBA
337
Weaver C. Barksdale & Associates
Tennessee
$8K +$713 +14 +10%
FHA
338
First Horizon Advisors
Tennessee
$7K
WTC
339
WhitTier Trust Company
Nevada
$6K
WT
340
Whittier Trust
California
$6K
GWM
341
Geneos Wealth Management
Colorado
$4K
TWA
342
TCI Wealth Advisors
Arizona
$4K
HR
343
Howe & Rusling
New York
$3K -$635 -11 -17%
WA
344
WFG Advisors
Texas
$3K +$3K +55 New
CFD
345
Creative Financial Designs
Indiana
$3K +$3K +60 New
TCOV
346
Trust Company of Vermont
Vermont
$3K +$3K +67 New
AA
347
Apriem Advisors
California
$2K +$2K +35 New
EARNEST Partners
348
EARNEST Partners
Georgia
$2K +$2K +42 New
VCM
349
Versant Capital Management
Arizona
$1K -$333 -13 -25%
WTB
350
Washington Trust Bank
Washington
$1K