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SEI Investments

416 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
Holders
416
Holders Change
-13
Holders Change %
-3.03%
% 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
Shares
Change %
LS
351
Livforsakringsbolaget Skandia
Sweden
$71K -$55.4K -900 -44%
HNB
352
Huntington National Bank
Ohio
$71K -$1.84K -30 -3%
IA
353
IFP Advisors
Florida
$68K +$8.52K +139 +14%
EWM
354
Endurance Wealth Management
Rhode Island
$61K
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$60K +$60K +980 New
MRCM
356
M&R Capital Management
New Jersey
$54K -$12.7K -212 -19%
GWM
357
Geneos Wealth Management
Colorado
$53K +$35.1K +577 +196%
BBHC
358
Brown Brothers Harriman & Co
New York
$49K
PCP
359
Proficio Capital Partners
Massachusetts
$46K
RE
360
RBC Europe
United Kingdom
$42.8K
BFEC
361
Benjamin F. Edwards & Company
Missouri
$41K
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$40K
Acadian Asset Management
363
Acadian Asset Management
Massachusetts
$37K -$2.27M -36,860 -98%
WT
364
Whittier Trust
California
$33K
OWA
365
One Wealth Advisors
California
$29K -$799 -13 -3%
WWM
366
Willingdon Wealth Management
North Carolina
$29K
CTC
367
Central Trust Company
Missouri
$29K
GRP
368
Global Retirement Partners
California
$28K
Fuller & Thaler Asset Management
369
Fuller & Thaler Asset Management
California
$27K -$66K -1,100 -71%
TG
370
TLP Group
Illinois
$27K -$8.96K -149 -25%
LNB
371
Ledyard National Bank
$27K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$27K
Bessemer Group
373
Bessemer Group
New Jersey
$27K +$432 +7 +2%
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$24K
PA
375
Parallel Advisors
California
$20K