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SEI Investments

422 hedge funds and large institutions have $7.98B invested in SEI Investments in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

17% more funds holding

Funds holding: 362422 (+60)

16% more capital invested

Capital invested by funds: $6.87B → $7.98B (+$1.11B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.6% less ownership

Funds ownership: 71.13%70.53% (-0.6%)

5% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 132

84% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $11.8M

Holders
422
Holders Change
+60
Holders Change %
+16.57%
% of All Funds
9.57%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
80
Increased
125
Reduced
132
Closed
19
Calls
$1.88M
Puts
$11.8M
Net Calls
-$9.91M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
376
Ledyard National Bank
$31K
MIC
377
MU Investments Company
Japan
$29K -$10K -150 -27%
AssetMark Inc
378
AssetMark Inc
California
$27K
FAM
379
Fred Alger Management
New York
$27K +$24.9K +372 New
PFBT
380
Parkside Financial Bank & Trust
Missouri
$26K
VIA
381
Vantage Investment Advisors
Pennsylvania
$21K
AC
382
Avestar Capital
New York
$21K +$19.9K +297 New
AIL
383
AGF Investments LLC
Ontario, Canada
$20K +$18.7K +280 New
ZB
384
Zions Bancorporation
Utah
$19K
PGWM
385
Parisi Gray Wealth Management
New Jersey
$19K +$17.4K +260 New
GAM
386
Gemmer Asset Management
California
$18K
SWP
387
Stratos Wealth Partners
Ohio
$18K +$16.9K +253 New
CHC
388
City Holding Co
West Virginia
$17K
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$17K +$15.8K +236 New
WA
390
WealthTrust-Arizona
Arizona
$16K
CB
391
Community Bank
New York
$15K +$13.9K +207 New
CBOA
392
Commonwealth Bank of Australia
Australia
$14K +$6.7K +100 +100%
ST
393
Smithfield Trust
Pennsylvania
$14K +$13.1K +195 New
VFA
394
Valeo Financial Advisors
Indiana
$14K +$13.3K +199 New
FHA
395
First Horizon Advisors
Tennessee
$11K
QCG
396
Quadrant Capital Group
Ohio
$9K
WTC
397
WhitTier Trust Company
Nevada
$9K
WCBA
398
Weaver C. Barksdale & Associates
Tennessee
$8K -$1.14K -17 -13%
SAM
399
Shamrock Asset Management
Texas
$6K
TWA
400
TCI Wealth Advisors
Arizona
$6K