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SEI Investments

472 hedge funds and large institutions have $6.75B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-16
Holders Change %
-3.28%
% 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
47
Increased
139
Reduced
185
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
326
Legacy Financial Advisors
Kentucky
$301K +$22.4K +312 +8%
LA
327
Lindenwold Advisors
Pennsylvania
$298K -$2.88K -40 -1%
Public Employees Retirement Association of Colorado
328
Public Employees Retirement Association of Colorado
Colorado
$298K
EWM
329
Empirical Wealth Management
Washington
$296K +$2.23K +31 +0.8%
PWG
330
Portside Wealth Group
Utah
$293K +$18.3K +255 +7%
PAG
331
Private Advisor Group
New Jersey
$289K -$7.26K -101 -2%
Verition Fund Management
332
Verition Fund Management
Connecticut
$288K +$288K +4,008 New
CIA
333
Citadel Investment Advisory
Ohio
$288K -$21.6K -300 -7%
WA
334
WBH Advisory
Maryland
$288K
IC
335
IEQ Capital
California
$286K +$42.9K +596 +18%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$284K -$1.2M -16,678 -81%
WI
337
WrapManager Inc
California
$283K -$35.3K -491 -11%
MYLI
338
Meiji Yasuda Life Insurance
Japan
$283K +$283K +3,930 New
MIM
339
Morningstar Investment Management
Illinois
$274K
Janney Montgomery Scott
340
Janney Montgomery Scott
Pennsylvania
$272K -$504 -7 -0.2%
AL
341
Arnhold LLC
New York
$264K
LOAMS
342
Lombard Odier Asset Management (Switzerland)
Switzerland
$262K +$262K +3,646 New
TRCT
343
Tower Research Capital (TRC)
New York
$252K -$584K -8,127 -70%
CANY
344
Caxton Associates (New York)
New York
$247K
PA
345
Profund Advisors
Maryland
$245K +$245K +3,413 New
HH
346
Hilltop Holdings
Texas
$242K -$51.8K -720 -18%
CG
347
Caprock Group
Idaho
$240K +$1.65K +23 +0.7%
MPI
348
Mairs & Power Inc
Minnesota
$237K
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$232K -$149K -2,078 -39%
KAS
350
Kestra Advisory Services
Texas
$228K +$1.08K +15 +0.5%