SEIC icon

SEI Investments

412 hedge funds and large institutions have $5.56B invested in SEI Investments in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+9
Holders Change %
+2.23%
% of All Funds
8.93%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
137
Reduced
141
Closed
42
Calls
$4.94M
Puts
$1.04M
Net Calls
+$3.91M
Net Calls Change
+$3.68M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
SeaCrest Wealth Management
New York
$15K +$5.1K +100 +52%
PGWM
377
Parisi Gray Wealth Management
New Jersey
$14K
GAM
378
Gemmer Asset Management
California
$13K
AIA
379
Alera Investment Advisors
Illinois
$13K +$1.72K +32 +15%
WCM
380
Whitener Capital Management
North Carolina
$13K +$13K +252 New
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.41K +39 +25%
KPW
382
Kore Private Wealth
New York
$12K +$5.87K +116 +96%
OWA
383
One Wealth Advisors
California
$12K +$12K +234 New
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$11K -$12.7K -235 -54%
S
385
SignatureFD
Georgia
$11K +$4.31K +80 +65%
CBOA
386
Commonwealth Bank of Australia
Australia
$10K
ST
387
Smithfield Trust
Pennsylvania
$10K
SCM
388
Shelton Capital Management
Colorado
$9.24K -$168K -8,757 -95%
CHC
389
City Holding Co
West Virginia
$9K
VFA
390
Valeo Financial Advisors
Indiana
$8K
HGWM
391
Harvest Group Wealth Management
Massachusetts
$8K +$8K +161 New
Bessemer Group
392
Bessemer Group
New Jersey
$7K -$17.1K -318 -71%
WTC
393
WhitTier Trust Company
Nevada
$7K
PA
394
Parallel Advisors
California
$5K -$1.13K -21 -18%
TWA
395
TCI Wealth Advisors
Arizona
$5K
FA
396
Fortis Advisors
Pennsylvania
$5K
TFGT
397
TS Financial Group (TSFG)
Illinois
$5K +$5K +90 New
SQA
398
Simon Quick Advisors
New Jersey
$4K
BWM
399
Baystate Wealth Management
Massachusetts
$3K
FNB
400
Farmers National Bank
Kentucky
$3K +$3K +57 New