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SEI Investments

413 hedge funds and large institutions have $5.56B invested in SEI Investments in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $1.03M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $4.93B → $5.56B (+$632M)

2% more funds holding

Funds holding: 404413 (+9)

0.52% more ownership

Funds ownership: 68.72%69.25% (+0.52%)

2% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 141

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
413
Holders Change
+9
Holders Change %
+2.23%
% of All Funds
8.94%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
138
Reduced
141
Closed
42
Calls
$4.94M
Puts
$1.03M
Net Calls
+$3.9M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
351
Dougherty Wealth Advisers
Minnesota
$57K
HNB
352
Huntington National Bank
Ohio
$56K -$1.9K -38 -3%
EWM
353
Endurance Wealth Management
Rhode Island
$52K
Parallax Volatility Advisers
354
Parallax Volatility Advisers
California
$50K +$47.8K +955 New
MRCM
355
M&R Capital Management
New Jersey
$48K +$300 +6 +0.7%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$40K
GWM
357
Geneos Wealth Management
Colorado
$40K +$1.7K +34 +5%
RE
358
RBC Europe
United Kingdom
$36.6K
FHA
359
Flagship Harbor Advisors
Massachusetts
$36K -$61.2K -1,223 -64%
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$34K
WT
361
Whittier Trust
California
$28K
CTC
362
Central Trust Company
Missouri
$25K
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$24K -$38K -759 -62%
Fuller & Thaler Asset Management
364
Fuller & Thaler Asset Management
California
$24K
CI
365
CX Institutional
Indiana
$23K +$21.6K +432 New
CAW
366
Cornerstone Advisors (Washington)
Washington
$22K +$10.5K +210 +99%
OWD
367
Osborn Williams & Donohoe
Ohio
$22K +$20K +400 New
PCP
368
Proficio Capital Partners
Massachusetts
$21K +$2.15K +43 +12%
IA
369
IFP Advisors
Florida
$20K -$30.6K -611 -61%
NFG
370
Next Financial Group
Texas
$20K +$19.1K +382 New
NFH
371
NEXT Financial Holdings
Texas
$20K +$19.1K +382 New
ZB
372
Zions Bancorporation
Utah
$20K +$19.6K +392 New
LC
373
Lindbrook Capital
California
$19K
BCA
374
Berman Capital Advisors
Georgia
$17K +$16K +320 +2,000%
AC
375
Avestar Capital
New York
$15K