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SEI Investments

427 hedge funds and large institutions have $8.44B invested in SEI Investments in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 140 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+6
Holders Change %
+1.43%
% of All Funds
9.8%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
44
Increased
145
Reduced
140
Closed
35
Calls
$2.45M
Puts
$11.4M
Net Calls
-$8.96M
Net Calls Change
+$949K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
401
Smithfield Trust
Pennsylvania
$15K
CBOA
402
Commonwealth Bank of Australia
Australia
$14K
FHA
403
First Horizon Advisors
Tennessee
$12K
VCM
404
Vigilant Capital Management
Maine
$12K +$12K +163 New
QCG
405
Quadrant Capital Group
Ohio
$10K
WTC
406
WhitTier Trust Company
Nevada
$10K
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$9K +$5.03K +66 +127%
C
408
Cerebellum
California
$8K -$36.6K -476 -82%
EA
409
Edge Advisors
Georgia
$8K +$5.09K +70 +175%
TWA
410
TCI Wealth Advisors
Arizona
$7K
FA
411
Fortis Advisors
Pennsylvania
$7K +$7K +100 New
SQA
412
Simon Quick Advisors
New Jersey
$6K
LFA
413
Legacy Financial Advisors
Kentucky
$6K
SAM
414
Shamrock Asset Management
Texas
$5K
CBT
415
Capital Bank & Trust
California
$5K
TCOV
416
Trust Company of Vermont
Vermont
$5K
CFD
417
Creative Financial Designs
Indiana
$4K
BWM
418
Baystate Wealth Management
Massachusetts
$4K
PA
419
Parallel Advisors
California
$4K
TL
420
TrueWealth LLC
Georgia
$3K
SWM
421
SeaCrest Wealth Management
New York
$3K
EARNEST Partners
422
EARNEST Partners
Georgia
$3K
VCM
423
Versant Capital Management
Arizona
$2K
QI
424
QS Investors
New York
$1K
S
425
SignatureFD
Georgia
$1K +$1K +18 New