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SEI Investments

441 hedge funds and large institutions have $5.36B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

998% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $339K

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.12% less ownership

Funds ownership: 69.3%69.18% (-0.12%)

0% less capital invested

Capital invested by funds: $5.38B → $5.36B (-$19.2M)

1% less funds holding

Funds holding: 444441 (-3)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
140
Reduced
176
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
351
Swedbank
Sweden
$74.7K
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$70.5K -$1.38K -23 -2%
MFG
353
Mendota Financial Group
Wisconsin
$70.4K -$17.9K -299 -20%
ST
354
Smithfield Trust
Pennsylvania
$70K
MC
355
Machina Capital
France
$69.6K +$72.6K +1,210 New
PO
356
Private Ocean
California
$69.1K
ASN
357
Advisory Services Network
Georgia
$59.6K -$300 -5 -0.5%
EWM
358
Endurance Wealth Management
Rhode Island
$58K
SC
359
SouthState Corp
Florida
$53.5K -$14.2K -237 -20%
OAM
360
Ostrum Asset Management
France
$52.5K +$54.7K +912 New
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51.8K
HIA
362
Harbor Investment Advisory
Maryland
$46.6K +$180 +3 +0.4%
IAIM
363
International Assets Investment Management
Florida
$44.8K +$46.7K +778 New
PTC
364
Private Trust Company
Ohio
$41.1K
HIIFS
365
Harel Insurance Investments & Financial Services
Israel
$40K
SWM
366
Spire Wealth Management
Virginia
$36.5K
WT
367
Whittier Trust
California
$35.7K
FFA
368
Farther Finance Advisors
California
$35K -$600 -10 -2%
HBW
369
Hazlett, Burt & Watson
West Virginia
$35K
AWA
370
Artemis Wealth Advisors
New York
$34.7K -$480 -8 -1%
UB
371
UMB Bank
Missouri
$34.5K -$4.26K -71 -11%
EWA
372
EverSource Wealth Advisors
Alabama
$34.1K
WTA
373
Washington Trust Advisors
Massachusetts
$30.7K +$2.52K +42 +9%
Baillie Gifford & Co
374
Baillie Gifford & Co
United Kingdom
$29.2K +$2.22K +37 +8%
CTC
375
Central Trust Company
Missouri
$27.7K