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SEI Investments

403 hedge funds and large institutions have $4.93B invested in SEI Investments in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
132
Reduced
150
Closed
59
Calls
$1.15M
Puts
$915K
Net Calls
+$230K
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
326
Tower Research Capital (TRC)
New York
$78K -$521K -11,292 -87%
CAM
327
Cresset Asset Management
Illinois
$78K +$78K +1,680 New
IUHSA
328
Itau Unibanco Holding S.A.
Brazil
$76K +$76K +1,667 New
SIAP
329
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K
PCG
330
Private Capital Group
Connecticut
$71K -$2.77K -60 -4%
DZ Bank
331
DZ Bank
Germany
$63K
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$56K -$3.29K -72 -6%
CG
333
Cutler Group
California
$55K +$55K +1,200 New
DWA
334
Dougherty Wealth Advisers
Minnesota
$54K +$54K +1,083 New
LS
335
Livforsakringsbolaget Skandia
Sweden
$53K
HNB
336
Huntington National Bank
Ohio
$51K -$2.59K -56 -5%
EWM
337
Endurance Wealth Management
Rhode Island
$46K
IA
338
IFP Advisors
Florida
$45K -$5.15K -114 -10%
FHB
339
First Hawaiian Bank
Hawaii
$44K -$32.8K -715 -43%
MRCM
340
M&R Capital Management
New Jersey
$41K
BBHC
341
Brown Brothers Harriman & Co
New York
$37K
MWNA
342
Marshall Wace North America
New York
$36K +$36K +770 New
BFEC
343
Benjamin F. Edwards & Company
Missouri
$35K +$3.7K +80 +12%
GRP
344
Global Retirement Partners
California
$35K +$14.2K +309 +68%
GWM
345
Geneos Wealth Management
Colorado
$33K -$5.89K -132 -15%
RE
346
RBC Europe
United Kingdom
$32.3K
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$30K -$280 -6 -0.9%
Acadian Asset Management
348
Acadian Asset Management
Massachusetts
$28K
CA
349
Claro Advisors
Massachusetts
$27K +$27K +434 New
RCG
350
Ruggie Capital Group
Florida
$27K +$27K +580 New