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SEI Investments

413 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, 138 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $1.03M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $4.93B → $5.56B (+$632M)

2% more funds holding

Funds holding: 404413 (+9)

0.52% more ownership

Funds ownership: 68.72%69.25% (+0.52%)

2% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 141

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
413
Holders Change
+9
Holders Change %
+2.23%
% of All Funds
8.94%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
138
Reduced
141
Closed
42
Calls
$4.94M
Puts
$1.03M
Net Calls
+$3.9M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
376
Legacy Financial Advisors
Kentucky
$15K
SWM
377
SeaCrest Wealth Management
New York
$15K +$5.01K +100 +52%
PGWM
378
Parisi Gray Wealth Management
New Jersey
$14K
GAM
379
Gemmer Asset Management
California
$13K
AIA
380
Alera Investment Advisors
Illinois
$13K +$1.6K +32 +15%
WCM
381
Whitener Capital Management
North Carolina
$13K +$12.6K +252 New
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.95K +39 +25%
KPW
383
Kore Private Wealth
New York
$12K +$5.81K +116 +96%
OWA
384
One Wealth Advisors
California
$12K +$11.7K +234 New
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$11K -$11.8K -235 -54%
S
386
SignatureFD
Georgia
$11K +$4K +80 +65%
CBOA
387
Commonwealth Bank of Australia
Australia
$10K
ST
388
Smithfield Trust
Pennsylvania
$10K
SCM
389
Shelton Capital Management
Colorado
$9.24K -$438K -8,757 -95%
CHC
390
City Holding Co
West Virginia
$9K
VFA
391
Valeo Financial Advisors
Indiana
$8K
HGWM
392
Harvest Group Wealth Management
Massachusetts
$8K +$8.06K +161 New
Bessemer Group
393
Bessemer Group
New Jersey
$7K -$15.9K -318 -71%
WTC
394
WhitTier Trust Company
Nevada
$7K
PA
395
Parallel Advisors
California
$5K -$1.05K -21 -18%
FA
396
Fortis Advisors
Pennsylvania
$5K
TWA
397
TCI Wealth Advisors
Arizona
$5K
TFGT
398
TS Financial Group (TSFG)
Illinois
$5K +$4.51K +90 New
SQA
399
Simon Quick Advisors
New Jersey
$4K
BWM
400
Baystate Wealth Management
Massachusetts
$3K