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SEI Investments

422 hedge funds and large institutions have $7.98B invested in SEI Investments in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

17% more funds holding

Funds holding: 362422 (+60)

16% more capital invested

Capital invested by funds: $6.87B → $7.98B (+$1.11B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.6% less ownership

Funds ownership: 71.13%70.53% (-0.6%)

5% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 132

84% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $11.8M

Holders
422
Holders Change
+60
Holders Change %
+16.57%
% of All Funds
9.57%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
80
Increased
125
Reduced
132
Closed
19
Calls
$1.88M
Puts
$11.8M
Net Calls
-$9.91M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
351
M&R Capital Management
New Jersey
$115K
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$113K -$1.54K -23 -1%
BBHC
353
Brown Brothers Harriman & Co
New York
$112K +$50.5K +755 +94%
Fuller & Thaler Asset Management
354
Fuller & Thaler Asset Management
California
$111K
DZ Bank
355
DZ Bank
Germany
$100K
HFM
356
Harvest Fund Management
China
$96K +$89.2K +1,332 New
TRCT
357
Tower Research Capital (TRC)
New York
$76K -$3.75K -56 -5%
GBT
358
Grove Bank & Trust
Florida
$76K
EWM
359
Endurance Wealth Management
Rhode Island
$72K
PMFA
360
Plante Moran Financial Advisors
Michigan
$68K +$63.6K +950 New
WWM
361
Willingdon Wealth Management
North Carolina
$59K -$5.42K -81 -9%
DCM
362
Delpha Capital Management
New York
$56K +$52.6K +786 New
PCP
363
Proficio Capital Partners
Massachusetts
$54K +$536 +8 +1%
IA
364
IFP Advisors
Florida
$53K -$31.1K -464 -38%
RE
365
RBC Europe
United Kingdom
$50.3K
BFEC
366
Benjamin F. Edwards & Company
Missouri
$49K
GXMC
367
Global X Management Company
New York
$46K +$11.3K +169 +36%
C
368
Cerebellum
California
$42K +$38.8K +580 New
OWA
369
One Wealth Advisors
California
$42K +$39K +583 New
WT
370
Whittier Trust
California
$38K
CAW
371
Cornerstone Advisors (Washington)
Washington
$37K
CTC
372
Central Trust Company
Missouri
$35K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$33K -$9.51K -142 -23%
Bessemer Group
374
Bessemer Group
New Jersey
$32K +$29.5K +441 New
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$31K