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SEI Investments

412 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, 137 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+9
Holders Change %
+2.23%
% of All Funds
8.93%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
137
Reduced
141
Closed
42
Calls
$4.94M
Puts
$1.04M
Net Calls
+$3.91M
Net Calls Change
+$3.68M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
351
Huntington National Bank
Ohio
$56K -$2K -38 -3%
EWM
352
Endurance Wealth Management
Rhode Island
$52K
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
$50K +$50K +955 New
MRCM
354
M&R Capital Management
New Jersey
$48K +$318 +6 +0.7%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$40K
GWM
356
Geneos Wealth Management
Colorado
$40K +$1.76K +34 +5%
RE
357
RBC Europe
United Kingdom
$36.6K
FHA
358
Flagship Harbor Advisors
Massachusetts
$36K -$62.9K -1,223 -64%
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$34K
WT
360
Whittier Trust
California
$28K
CTC
361
Central Trust Company
Missouri
$25K
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$24K -$38.9K -759 -62%
Fuller & Thaler Asset Management
363
Fuller & Thaler Asset Management
California
$24K
CI
364
CX Institutional
Indiana
$23K +$23K +432 New
CAW
365
Cornerstone Advisors (Washington)
Washington
$22K +$10.9K +210 +99%
OWD
366
Osborn Williams & Donohoe
Ohio
$22K +$22K +400 New
PCP
367
Proficio Capital Partners
Massachusetts
$21K +$2.27K +43 +12%
IA
368
IFP Advisors
Florida
$20K -$31.7K -611 -61%
NFH
369
NEXT Financial Holdings
Texas
$20K +$20K +382 New
NFG
370
Next Financial Group
Texas
$20K +$20K +382 New
ZB
371
Zions Bancorporation
Utah
$20K +$20K +392 New
LC
372
Lindbrook Capital
California
$19K
BCA
373
Berman Capital Advisors
Georgia
$17K +$16.2K +320 +2,000%
AC
374
Avestar Capital
New York
$15K
LFA
375
Legacy Financial Advisors
Kentucky
$15K