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SEI Investments

403 hedge funds and large institutions have $4.93B invested in SEI Investments in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
132
Reduced
150
Closed
59
Calls
$1.15M
Puts
$915K
Net Calls
+$230K
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
376
Valeo Financial Advisors
Indiana
$7K -$2.61K -54 -27%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$7K
WTC
378
WhitTier Trust Company
Nevada
$6K
S
379
SignatureFD
Georgia
$6K +$5.52K +114 +1,140%
KPW
380
Kore Private Wealth
New York
$6K +$6K +121 New
AAMU
381
Amundi Asset Management US
Massachusetts
$5.28K +$991 +21,452 +23%
PA
382
Parallel Advisors
California
$5K -$9.61K -219 -66%
QCG
383
Quadrant Capital Group
Ohio
$5K
FA
384
Fortis Advisors
Pennsylvania
$5K
TWA
385
TCI Wealth Advisors
Arizona
$4K -$225 -5 -5%
SQA
386
Simon Quick Advisors
New Jersey
$4K
PWMG
387
Prestige Wealth Management Group
New Jersey
$4K +$4K +90 New
PAMU
388
Pictet Asset Management (UK)
United Kingdom
$2.33K +$55 +1,200 +2%
BWM
389
Baystate Wealth Management
Massachusetts
$2K
EARNEST Partners
390
EARNEST Partners
Georgia
$2K
TL
391
TrueWealth LLC
Georgia
$2K
EFSCE
392
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +36 New
WANY
393
Wealthspire Advisors (New York)
New York
$2K +$2K +46 New
ESB
394
Essex Savings Bank
Connecticut
$2K +$2K +47 New
QI
395
QS Investors
New York
$1K
BWM
396
BerganKDV Wealth Management
Minnesota
$1K
VCM
397
Versant Capital Management
Arizona
$1K
PWM
398
PRW Wealth Management
Massachusetts
$1K +$1K +20 New
CS
399
Candriam SCA
Luxembourg
$1K +$1K +23 New
Schroder Investment Management Group
400
Schroder Investment Management Group
United Kingdom
$762 -$1.78K -38,449 -70%