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SEI Investments

475 hedge funds and large institutions have $6.77B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,356% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $561K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $6.27B → $6.77B (+$496M)

3% less funds holding

Funds holding: 490475 (-15)

3.29% less ownership

Funds ownership: 75.04%71.74% (-3.3%)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

25% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 186

Holders
475
Holders Change
-15
Holders Change %
-3.06%
% 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
48
Increased
140
Reduced
186
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
351
Mairs & Power Inc
Minnesota
$237K
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$232K -$138K -2,078 -39%
KAS
353
Kestra Advisory Services
Texas
$228K +$996 +15 +0.5%
CAN
354
Cetera Advisor Networks
California
$227K +$210K +3,163 New
LWL
355
Leo Wealth LLC
Texas
$227K +$210K +3,160 New
CFM
356
Catalyst Funds Management
Australia
$223K +$206K +3,100 New
SC
357
Savant Capital
Illinois
$222K +$205K +3,087 New
IIM
358
INTECH Investment Management
Florida
$219K -$1M -15,093 -83%
NB
359
NBT Bank
New York
$216K
BW
360
Bison Wealth
Georgia
$214K -$22K -331 -10%
MML Investors Services
361
MML Investors Services
Massachusetts
$204K +$188K +2,837 New
KPWS
362
Kestra Private Wealth Services
Texas
$204K +$188K +2,831 New
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$203K +$188K +2,825 New
S
364
SignatureFD
Georgia
$196K -$4.85K -73 -3%
CI Investments Inc
365
CI Investments Inc
Ontario, Canada
$182K +$25K +376 +17%
DPAM
366
Degroof Petercam Asset Management
Belgium
$165K
IWA
367
Icon Wealth Advisors
Texas
$142K +$19.6K +295 +18%
QCG
368
Quadrant Capital Group
Ohio
$141K
AGWCA
369
Annis Gardner Whiting Capital Advisors
Florida
$139K +$129K +1,935 New
Lazard Asset Management
370
Lazard Asset Management
New York
$137K -$6.04K -91 -5%
HCM
371
Hollencrest Capital Management
California
$136K
BF
372
BOK Financial
Oklahoma
$130K -$6.64K -100 -5%
HBT
373
Hills Bank & Trust
Iowa
$130K -$930 -14 -0.8%
NC
374
nVerses Capital
Florida
$122K +$113K +1,700 New
UM
375
UniSuper Management
Australia
$115K +$53.1K +800 +100%