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SEI Investments

441 hedge funds and large institutions have $5.36B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

998% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $339K

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.12% less ownership

Funds ownership: 69.3%69.18% (-0.12%)

0% less capital invested

Capital invested by funds: $5.38B → $5.36B (-$19.2M)

1% less funds holding

Funds holding: 444441 (-3)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
140
Reduced
176
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
376
Fairfield Financial Advisors
Massachusetts
$26.3K
GRP
377
Global Retirement Partners
California
$24.9K +$4.92K +82 +24%
AS
378
AM Squared
Hong Kong
$23K -$96K -1,600 -80%
First Manhattan
379
First Manhattan
New York
$23K -$18K -300 -43%
ADL
380
Asset Dedication LLC
California
$22K
CBT
381
CoreFirst Bank & Trust
Kansas
$21.5K
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$21.3K -$3.57M -59,536 -99%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$20.8K +$6.9K +115 +47%
LSA
384
Leonteq Securities AG
Switzerland
$18.5K +$19.3K +322 New
CFD
385
Creative Financial Designs
Indiana
$18.4K
MRCM
386
M&R Capital Management
New Jersey
$18.2K +$120 +2 +0.6%
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$18K -$759K -12,649 -98%
DA
388
Denali Advisors
California
$17.3K -$32.6K -543 -64%
HPC
389
HM Payson & Co
Maine
$17.3K -$20.7K -345 -53%
NHT
390
New Hampshire Trust
New Hampshire
$17.3K
GWM
391
Geneos Wealth Management
Colorado
$17K
ZB
392
Zions Bancorporation
Utah
$15.9K
BTI
393
Blue Trust Inc
Georgia
$13K -$2.1K -35 -13%
AIM
394
Anchor Investment Management
South Carolina
$11.5K
BAM
395
Belpointe Asset Management
Nevada
$11.2K
HNB
396
Huntington National Bank
Ohio
$10.8K -$540 -9 -5%
NSIM
397
North Star Investment Management
Illinois
$9.73K +$10.1K +169 New
CA
398
Crewe Advisors
Utah
$9.55K -$1.44K -24 -13%
BC
399
Bartlett & Co
Ohio
$8K
BCWM
400
Bartlett & Co Wealth Management
Ohio
$7.54K