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SEI Investments

441 hedge funds and large institutions have $5.36B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

998% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $339K

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.12% less ownership

Funds ownership: 69.3%69.18% (-0.12%)

0% less capital invested

Capital invested by funds: $5.38B → $5.36B (-$19.2M)

1% less funds holding

Funds holding: 444441 (-3)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
441
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
140
Reduced
176
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
401
WhitTier Trust Company
Nevada
$7.48K
Bessemer Group
402
Bessemer Group
New Jersey
$7K
IRC
403
Investors Research Corp
Georgia
$6.96K
QC
404
Quent Capital
New York
$6.29K
JWA
405
JFS Wealth Advisors
Pennsylvania
$6.04K -$1.14K -19 -15%
PWMG
406
Prestige Wealth Management Group
New Jersey
$6.04K
TWM
407
Tradition Wealth Management
Minnesota
$5K
NA
408
NewEdge Advisors
Louisiana
$4.72K -$60 -1 -1%
SC
409
Schubert & Co
Texas
$3.63K -$540 -9 -13%
FHA
410
First Horizon Advisors
Tennessee
$3.35K +$60 +1 +2%
BIA
411
Bell Investment Advisors
California
$3.11K +$840 +14 +35%
LS
412
Livforsakringsbolaget Skandia
Sweden
$3.11K
BWM
413
Baystate Wealth Management
Massachusetts
$3.06K +$60 +1 +2%
TWA
414
TCI Wealth Advisors
Arizona
$2.88K
MA
415
Montag & Associates
Georgia
$2.82K
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$2.76K
AF
417
Allworth Financial
California
$2.59K -$720 -12 -21%
AF
418
Advisornet Financial
Minnesota
$2.59K +$540 +9 +25%
CSPIA
419
Cary Street Partners Investment Advisory
Virginia
$2.53K
EARNEST Partners
420
EARNEST Partners
Georgia
$2.42K
CMBA
421
C.M. Bidwell & Associates
Hawaii
$2.3K +$300 +5 +14%
CWP
422
Concord Wealth Partners
Virginia
$2.01K
LC
423
Lindbrook Capital
California
$1.96K +$420 +7 +26%
RTL
424
Red Tortoise LLC
Georgia
$1.9K
TPCW
425
TD Private Client Wealth
New York
$1.9K