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SEI Investments

413 hedge funds and large institutions have $5.56B invested in SEI Investments in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $1.03M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $4.93B → $5.56B (+$632M)

2% more funds holding

Funds holding: 404413 (+9)

0.52% more ownership

Funds ownership: 68.72%69.25% (+0.52%)

2% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 141

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
413
Holders Change
+9
Holders Change %
+2.23%
% of All Funds
8.94%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
138
Reduced
141
Closed
42
Calls
$4.94M
Puts
$1.03M
Net Calls
+$3.9M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
FNB
401
Farmers National Bank
Kentucky
$3K +$2.85K +57 New
EARNEST Partners
402
EARNEST Partners
Georgia
$2K
ESB
403
Essex Savings Bank
Connecticut
$2K
TL
404
TrueWealth LLC
Georgia
$2K
QCG
405
Quadrant Capital Group
Ohio
$1K -$5.41K -108 -66%
BWM
406
BerganKDV Wealth Management
Minnesota
$1K
PWM
407
PRW Wealth Management
Massachusetts
$1K
VCM
408
Versant Capital Management
Arizona
$1K
BEI
409
Benjamin Edwards Inc
Missouri
$1K +$1K +20 New
CFA
410
Camarda Financial Advisors
Florida
$1K +$1K +20 New
GT
411
Glenmede Trust
Pennsylvania
$429
RCAG
412
Rehmann Capital Advisory Group
Michigan
$261 +$250 +5 New
JCM
413
Junto Capital Management
New York
-$23.3M -504,885 Closed
JIM
414
Jupiter Investment Management
United Kingdom
-$15.8M -342,893 Closed
Wellington Management Group
415
Wellington Management Group
Massachusetts
-$3.08M -66,646 Closed
SEC
416
Seven Eight Capital
New York
-$3.01M -65,208 Closed
BA
417
Bridgewater Associates
Connecticut
-$2.6M -56,169 Closed
UR
418
USCA RIA
Texas
-$2.57M -55,661 Closed
RBA
419
Richard Bernstein Advisors
New York
-$1.95M -42,214 Closed
AI
420
Atom Investors
Texas
-$1.65M -35,805 Closed
DTL
421
Dynamic Technology Lab
Singapore
-$1.11M -24,093 Closed
CCM
422
Coldstream Capital Management
Washington
-$801K -17,350 Closed
Verition Fund Management
423
Verition Fund Management
Connecticut
-$722K -15,627 Closed
AIL
424
AGF Investments LLC
Ontario, Canada
-$650K -14,077 Closed
GCA
425
Gideon Capital Advisors
New York
-$586K -12,679 Closed