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SEI Investments

472 hedge funds and large institutions have $6.75B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-16
Holders Change %
-3.28%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
139
Reduced
185
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
376
Mendota Financial Group
Wisconsin
$106K
SPIA
377
Steward Partners Investment Advisory
New York
$99.5K +$26.5K +369 +36%
Swedbank
378
Swedbank
Sweden
$93.3K
S
379
Sachetta
Massachusetts
$89K
PO
380
Private Ocean
California
$86.3K
ST
381
Smithfield Trust
Pennsylvania
$86K
IGAM
382
iA Global Asset Management
Quebec, Canada
$83K -$5.06K -70 -6%
PS
383
Principal Securities
Iowa
$75.3K +$575 +8 +0.8%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$74K -$15.1K -210 -17%
PTC
385
Private Trust Company
Ohio
$70.5K +$20.3K +282 +40%
TFA
386
Toth Financial Advisory
Virginia
$69.5K -$16.2K -225 -19%
GRP
387
Global Retirement Partners
California
$68.2K +$16.8K +233 +33%
SC
388
SouthState Corp
Florida
$66.9K
OAM
389
Ostrum Asset Management
France
$65.4K
EA
390
Evolution Advisers
Virginia
$63K
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$62.1K -$5.03K -70 -7%
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.3K
AAP
393
Arax Advisory Partners
Colorado
$58.5K
HIA
394
Harbor Investment Advisory
Maryland
$46.7K
WT
395
Whittier Trust
California
$44.6K
HBW
396
Hazlett, Burt & Watson
West Virginia
$43K
Bessemer Group
397
Bessemer Group
New Jersey
$43K +$27.9K +386 +185%
CTC
398
Central Trust Company
Missouri
$41.8K
EWA
399
EverSource Wealth Advisors
Alabama
$41.3K +$18.1K +275 +78%
WTA
400
Washington Trust Advisors
Massachusetts
$37.8K