We are live on ! Find out more
SEIC icon

SEI Investments

417 hedge funds and large institutions have $6.69B invested in SEI Investments in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 69.88%70.02% (+0.14%)

3% less capital invested

Capital invested by funds: $6.89B → $6.69B (-$197M)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 152

3% less funds holding

Funds holding: 430417 (-13)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

59% less call options, than puts

Call options by funds: $2.29M | Put options by funds: $5.6M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
417
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.53%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
31
Increased
140
Reduced
152
Closed
38
Calls
$2.29M
Puts
$5.6M
Net Calls
-$3.31M
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
WMS Partners
Maryland
$219K -$25.8K -416 -10%
GIA
327
Gateway Investment Advisers
Ohio
$211K -$18K -290 -8%
SSW
328
Smith Shellnut Wilson
Mississippi
$210K +$213K +3,436 New
FA
329
FDx Advisors
Illinois
$206K +$209K +3,367 New
LA
330
Legacy Advisors
Pennsylvania
$205K
MPI
331
Mairs & Power Inc
Minnesota
$202K
RFC
332
Regions Financial Corp
Alabama
$187K
C
333
Cerebellum
California
$179K +$12.2K +196 +7%
Group One Trading
334
Group One Trading
Illinois
$174K +$176K +2,840 New
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$167K -$24.7K -399 -13%
NIMI
336
Natixis Investment Managers International
France
$166K -$7.69K -124 -4%
CFGS
337
Concourse Financial Group Securities
Alabama
$161K +$164K +2,640 New
FHA
338
Flagship Harbor Advisors
Massachusetts
$143K -$28.3K -456 -16%
US Bancorp
339
US Bancorp
Minnesota
$143K
AAP
340
Arax Advisory Partners
Colorado
$128K +$130K +2,097 New
SO
341
STRS Ohio
Ohio
$105K
VNA
342
Valley National Advisers
Pennsylvania
$104K
WCAMG
343
Woodard & Company Asset Management Group
North Carolina
$104K
IWP
344
Icon Wealth Partners
Texas
$104K +$744 +12 +0.7%
FHB
345
First Hawaiian Bank
Hawaii
$102K +$104K +1,675 New
SIAP
346
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$100K +$102K +1,639 New
PCG
347
Private Capital Group
Connecticut
$97K -$4.09K -66 -4%
MFW
348
Mosaic Family Wealth
Missouri
$96K +$87K +1,403 +371%
EMG
349
ETF Managers Group
New Jersey
$91K -$4.46M -71,912 -98%
DZ Bank
350
DZ Bank
Germany
$85K