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SEI Investments

427 hedge funds and large institutions have $8.44B invested in SEI Investments in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 140 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+6
Holders Change %
+1.43%
% of All Funds
9.8%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
44
Increased
145
Reduced
140
Closed
35
Calls
$2.45M
Puts
$11.4M
Net Calls
-$8.96M
Net Calls Change
+$949K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
376
One Wealth Advisors
California
$40K -$3.27K -44 -8%
WT
377
Whittier Trust
California
$40K
CTC
378
Central Trust Company
Missouri
$36K
CG
379
Cutler Group
California
$35K +$35K +476 New
GRP
380
Global Retirement Partners
California
$34K +$34K +455 New
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$33K
LNB
382
Ledyard National Bank
$33K
AssetMark Inc
383
AssetMark Inc
California
$28K
PFBT
384
Parkside Financial Bank & Trust
Missouri
$27K
AC
385
Avestar Capital
New York
$22K
ZB
386
Zions Bancorporation
Utah
$22K +$2.26K +30 +11%
GWM
387
Geneos Wealth Management
Colorado
$22K +$22K +295 New
PG
388
PEAK6 Group
Illinois
$22K +$22K +296 New
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$21K -$14.3K -188 -40%
VIA
390
Vantage Investment Advisors
Pennsylvania
$21K
GAM
391
Gemmer Asset Management
California
$19K
SWP
392
Stratos Wealth Partners
Ohio
$19K
PGWM
393
Parisi Gray Wealth Management
New Jersey
$19K
CHC
394
City Holding Co
West Virginia
$18K
WAP
395
Wealthcare Advisory Partners
Pennsylvania
$18K
WA
396
WealthTrust-Arizona
Arizona
$17K
SPIA
397
Steward Partners Investment Advisory
New York
$17K +$17K +228 New
CB
398
Community Bank
New York
$16K
MFW
399
Mosaic Family Wealth
Missouri
$16K +$16K +208 New
ST
400
Smithfield Trust
Pennsylvania
$15K