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SEI Investments

437 hedge funds and large institutions have $5.35B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
139
Reduced
175
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Shares
Change %
First Manhattan
376
First Manhattan
New York
$23K -$17.3K -300 -43%
ADL
377
Asset Dedication LLC
California
$22K
CBT
378
CoreFirst Bank & Trust
Kansas
$21.5K
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$21.3K -$3.43M -59,536 -99%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$20.8K +$6.62K +115 +47%
CFD
381
Creative Financial Designs
Indiana
$18.4K
MRCM
382
M&R Capital Management
New Jersey
$18.2K +$115 +2 +0.6%
BAMF
383
BI Asset Management Fondsmaeglerselskab
Denmark
$18K -$709K -12,649 -98%
DA
384
Denali Advisors
California
$17.3K -$31.3K -543 -64%
HPC
385
HM Payson & Co
Maine
$17.3K -$19.9K -345 -53%
NHT
386
New Hampshire Trust
New Hampshire
$17.3K
GWM
387
Geneos Wealth Management
Colorado
$17K
ZB
388
Zions Bancorporation
Utah
$15.9K
BTI
389
Blue Trust Inc
Georgia
$13K -$1.91K -35 -13%
AIM
390
Anchor Investment Management
South Carolina
$11.5K
BAM
391
Belpointe Asset Management
Nevada
$11.2K
HNB
392
Huntington National Bank
Ohio
$10.8K -$518 -9 -5%
NSIM
393
North Star Investment Management
Illinois
$9.73K +$9.73K +169 New
CA
394
Crewe Advisors
Utah
$9.55K -$1.38K -24 -13%
BC
395
Bartlett & Co
Ohio
$8K
BCWM
396
Bartlett & Co Wealth Management
Ohio
$7.54K
WTC
397
WhitTier Trust Company
Nevada
$7.48K
Bessemer Group
398
Bessemer Group
New Jersey
$7K
IRC
399
Investors Research Corp
Georgia
$6.96K
QC
400
Quent Capital
New York
$6.29K