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SEI Investments

495 hedge funds and large institutions have $6.32B invested in SEI Investments in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 184 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
171
Reduced
184
Closed
37
Calls
$8.12M
Puts
$14.7M
Net Calls
-$6.56M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
376
WrapManager Inc
California
$204K -$39K -564 -16%
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$197K +$20.2K +292 +11%
S
378
SignatureFD
Georgia
$196K -$7.13K -103 -4%
IWA
379
Icon Wealth Advisors
Texas
$153K +$1.04K +15 +0.7%
C
380
Covestor
United Kingdom
$147K +$2.56K +37 +2%
CFM
381
Catalyst Funds Management
Australia
$138K -$505K -7,300 -78%
VWM
382
Venturi Wealth Management
Texas
$136K -$1.94K -28 -1%
HCM
383
Hollencrest Capital Management
California
$131K
Bessemer Group
384
Bessemer Group
New Jersey
$126K +$112K +1,611 +771%
HBT
385
Hills Bank & Trust
Iowa
$119K
IGAM
386
iA Global Asset Management
Quebec, Canada
$117K +$34.6K +501 +42%
AAP
387
Arax Advisory Partners
Colorado
$112K +$25.5K +368 +30%
SPIA
388
Steward Partners Investment Advisory
New York
$111K +$6.23K +90 +6%
MFG
389
Mendota Financial Group
Wisconsin
$102K
QCG
390
Quadrant Capital Group
Ohio
$101K -$16.1K -232 -14%
S
391
Sachetta
Massachusetts
$97.8K
Swedbank
392
Swedbank
Sweden
$89.8K
GRP
393
Global Retirement Partners
California
$88.6K +$2.77K +40 +3%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$87.3K +$27.6K +399 +46%
PS
395
Principal Securities
Iowa
$80.9K +$6.64K +96 +9%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$78.3K -$4.57K -66 -6%
PPA
397
Painted Porch Advisors
California
$72.4K
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K
TFA
399
Toth Financial Advisory
Virginia
$66.8K
SC
400
SouthState Corp
Florida
$64.3K