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SEI Investments

488 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
70
Increased
143
Reduced
181
Closed
30
Calls
$1.58M
Puts
$83K
Net Calls
+$1.49M
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
351
State of Wyoming
Wyoming
$246K +$60.1K +946 +32%
PWG
352
Portside Wealth Group
Utah
$243K +$17.5K +276 +8%
MIM
353
Morningstar Investment Management
Illinois
$242K +$1.4K +22 +0.6%
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$241K -$107K -1,674 -31%
BAMF
355
BI Asset Management Fondsmaeglerselskab
Denmark
$240K -$6.28K -99 -3%
AL
356
Arnhold LLC
New York
$234K
SFA
357
Sequoia Financial Advisors
Ohio
$229K +$229K +3,607 New
PTC
358
Petrus Trust Company
Texas
$229K
O
359
Ossiam
France
$219K -$2.86K -45 -1%
CANY
360
Caxton Associates (New York)
New York
$219K -$349K -5,496 -62%
IC
361
IEQ Capital
California
$215K +$215K +3,384 New
YIH
362
Y-Intercept (HK)
Hong Kong
$214K -$1.04M -16,426 -83%
GL
363
GHE LLC
Tennessee
$214K +$103K +7,739 +93%
CG
364
Caprock Group
Idaho
$212K -$1.54K -24 -0.7%
BW
365
Bison Wealth
Georgia
$210K +$210K +3,302 New
MPI
366
Mairs & Power Inc
Minnesota
$210K +$210K +3,300 New
FRM
367
Fox Run Management
Connecticut
$208K +$208K +3,273 New
KI
368
Kapitalo Investimentos
Brazil
$207K -$30.8K -484 -13%
SP
369
Systematic Portfolios
New York
$203K +$203K +3,198 New
KAS
370
Kestra Advisory Services
Texas
$201K +$201K +3,157 New
DGAM
371
Desjardins Global Asset Management
Quebec, Canada
$194K -$1.54M -24,196 -89%
NB
372
NBT Bank
New York
$191K +$191K +3,005 New
S
373
SignatureFD
Georgia
$178K -$34.3K -539 -16%
DPAM
374
Degroof Petercam Asset Management
Belgium
$146K +$146K +2,300 New
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$137K +$23.8K +373 +21%