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SEI Investments

472 hedge funds and large institutions have $6.75B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-16
Holders Change %
-3.28%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
139
Reduced
185
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
351
Cetera Advisor Networks
California
$227K +$227K +3,163 New
LWL
352
Leo Wealth LLC
Texas
$227K +$227K +3,160 New
CFM
353
Catalyst Funds Management
Australia
$223K +$223K +3,100 New
SC
354
Savant Capital
Illinois
$222K +$222K +3,087 New
IIM
355
INTECH Investment Management
Florida
$219K -$1.09M -15,093 -83%
NB
356
NBT Bank
New York
$216K
BW
357
Bison Wealth
Georgia
$214K -$23.8K -331 -10%
MML Investors Services
358
MML Investors Services
Massachusetts
$204K +$204K +2,837 New
KPWS
359
Kestra Private Wealth Services
Texas
$204K +$204K +2,831 New
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$203K +$203K +2,825 New
S
361
SignatureFD
Georgia
$196K -$5.25K -73 -3%
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$182K +$27.1K +376 +17%
DPAM
363
Degroof Petercam Asset Management
Belgium
$165K
IWA
364
Icon Wealth Advisors
Texas
$142K +$21.2K +295 +18%
QCG
365
Quadrant Capital Group
Ohio
$141K
AGWCA
366
Annis Gardner Whiting Capital Advisors
Florida
$139K +$139K +1,935 New
Lazard Asset Management
367
Lazard Asset Management
New York
$137K -$6.5K -91 -5%
HCM
368
Hollencrest Capital Management
California
$136K
BF
369
BOK Financial
Oklahoma
$130K -$7.08K -100 -5%
HBT
370
Hills Bank & Trust
Iowa
$130K -$1.01K -14 -0.8%
NC
371
nVerses Capital
Florida
$122K +$122K +1,700 New
UM
372
UniSuper Management
Australia
$115K +$57.5K +800 +100%
VWM
373
Venturi Wealth Management
Texas
$110K +$6.54K +91 +6%
GI
374
GAMMA Investing
California
$108K +$18.5K +257 +21%
IPW
375
Impact Partnership Wealth
Georgia
$106K -$3.09K -43 -3%