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SEI Investments

459 hedge funds and large institutions have $5.63B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,098% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $60K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $5.53B → $5.63B (+$102M)

0.66% more ownership

Funds ownership: 69.88%70.53% (+0.66%)

0% more funds holding

Funds holding: 457459 (+2)

8% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 165

Holders
459
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
152
Reduced
165
Closed
41
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
376
Smithfield Trust
Pennsylvania
$72K
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$64.3K +$28.4K +462 +76%
Bessemer Group
378
Bessemer Group
New Jersey
$64K +$52.5K +853 +408%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$62.6K -$9.53K -155 -13%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$61K -$394K -6,399 -86%
SC
381
SouthState Corp
Florida
$56K
OAM
382
Ostrum Asset Management
France
$54.6K -$430 -7 -0.8%
SPIA
383
Steward Partners Investment Advisory
New York
$52.1K -$41.4K -674 -44%
LWCFA
384
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.8K
AAP
385
Arax Advisory Partners
Colorado
$49K -$11.2K -182 -18%
HIA
386
Harbor Investment Advisory
Maryland
$48.2K -$615 -10 -1%
UM
387
UniSuper Management
Australia
$48.2K
PTC
388
Private Trust Company
Ohio
$42K
AWA
389
Artemis Wealth Advisors
New York
$39.8K +$676 +11 +2%
WT
390
Whittier Trust
California
$37.3K
FFA
391
Farther Finance Advisors
California
$37K +$369 +6 +1%
UB
392
UMB Bank
Missouri
$36.1K
HBW
393
Hazlett, Burt & Watson
West Virginia
$36K
GCM
394
Gladius Capital Management
Illinois
$34.3K -$3.01K -49 -8%
GRP
395
Global Retirement Partners
California
$33K +$7.87K +128 +29%
WTA
396
Washington Trust Advisors
Massachusetts
$31.7K
VAG
397
VisionPoint Advisory Group
Texas
$30.9K +$12.7K +206 +67%
NA
398
NewEdge Advisors
Louisiana
$29.4K +$18.9K +307 +170%
CTC
399
Central Trust Company
Missouri
$29K
FFA
400
Fairfield Financial Advisors
Massachusetts
$28K