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SEI Investments

488 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
70
Increased
143
Reduced
181
Closed
30
Calls
$1.58M
Puts
$83K
Net Calls
+$1.49M
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
C
376
Covestor
United Kingdom
$133K -$255 -4 -0.2%
Lazard Asset Management
377
Lazard Asset Management
New York
$127K +$127K +2,009 New
QCG
378
Quadrant Capital Group
Ohio
$124K +$20.1K +316 +19%
BF
379
BOK Financial
Oklahoma
$123K
HCM
380
Hollencrest Capital Management
California
$120K
HBT
381
Hills Bank & Trust
Iowa
$116K
IWA
382
Icon Wealth Advisors
Texas
$107K +$107K +1,677 New
IPW
383
Impact Partnership Wealth
Georgia
$96.6K -$39.2K -617 -29%
MFG
384
Mendota Financial Group
Wisconsin
$93.3K
DAC
385
Dividend Assets Capital
South Carolina
$92K
VWM
386
Venturi Wealth Management
Texas
$91.4K -$4.89K -77 -5%
S
387
Sachetta
Massachusetts
$89K +$89K +1,400 New
Swedbank
388
Swedbank
Sweden
$82.5K
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$78.7K +$10.9K +172 +16%
GI
390
GAMMA Investing
California
$78.4K +$78.4K +1,239 New
IGAM
391
iA Global Asset Management
Quebec, Canada
$77K +$77K +1,219 New
PO
392
Private Ocean
California
$76.3K
ST
393
Smithfield Trust
Pennsylvania
$76K
TFA
394
Toth Financial Advisory
Virginia
$75.7K -$12.7K -200 -14%
PS
395
Principal Securities
Iowa
$66K +$66K +1,039 New
SPIA
396
Steward Partners Investment Advisory
New York
$64.5K +$9.53K +150 +17%
NICM
397
Neo Ivy Capital Management
New York
$61K +$61K +960 New
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$59.4K -$6.67K -105 -10%
SC
399
SouthState Corp
Florida
$59.1K
OAM
400
Ostrum Asset Management
France
$57.8K +$254 +4 +0.4%