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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
SCM
326
Shelton Capital Management
Colorado
$313K
AA
327
AlphaQ Advisors
Florida
$312K +$29.8K +449 +12%
RCWM
328
Royal Capital Wealth Management
Indiana
$302K
LFA
329
Legacy Financial Advisors
Kentucky
$301K +$20.7K +312 +8%
LA
330
Lindenwold Advisors
Pennsylvania
$298K -$2.66K -40 -1%
Public Employees Retirement Association of Colorado
331
Public Employees Retirement Association of Colorado
Colorado
$298K
EWM
332
Empirical Wealth Management
Washington
$296K +$2.06K +31 +0.8%
PWG
333
Portside Wealth Group
Utah
$293K +$16.9K +255 +7%
PAG
334
Private Advisor Group
New Jersey
$289K -$6.71K -101 -2%
Verition Fund Management
335
Verition Fund Management
Connecticut
$288K +$266K +4,008 New
CIA
336
Citadel Investment Advisory
Ohio
$288K -$19.9K -300 -7%
WA
337
WBH Advisory
Maryland
$288K
IC
338
IEQ Capital
California
$286K +$39.6K +596 +18%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$284K -$1.11M -16,678 -81%
WI
340
WrapManager Inc
California
$283K -$32.6K -491 -11%
MYLI
341
Meiji Yasuda Life Insurance
Japan
$283K +$261K +3,930 New
MIM
342
Morningstar Investment Management
Illinois
$274K
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$272K -$465 -7 -0.2%
AL
344
Arnhold LLC
New York
$264K
LOAMS
345
Lombard Odier Asset Management (Switzerland)
Switzerland
$262K +$242K +3,646 New
TRCT
346
Tower Research Capital (TRC)
New York
$252K -$540K -8,127 -70%
CANY
347
Caxton Associates (New York)
New York
$247K
PA
348
Profund Advisors
Maryland
$245K +$227K +3,413 New
HH
349
Hilltop Holdings
Texas
$242K -$47.8K -720 -18%
CG
350
Caprock Group
Idaho
$240K +$1.53K +23 +0.7%