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SEI Investments

437 hedge funds and large institutions have $5.35B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
139
Reduced
175
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
401
JFS Wealth Advisors
Pennsylvania
$6.04K -$1.09K -19 -15%
PWMG
402
Prestige Wealth Management Group
New Jersey
$6.04K
TWM
403
Tradition Wealth Management
Minnesota
$5K
NA
404
NewEdge Advisors
Louisiana
$4.72K -$58 -1 -1%
SC
405
Schubert & Co
Texas
$3.63K -$518 -9 -13%
FHA
406
First Horizon Advisors
Tennessee
$3.35K +$58 +1 +2%
BIA
407
Bell Investment Advisors
California
$3.11K +$806 +14 +35%
LS
408
Livforsakringsbolaget Skandia
Sweden
$3.11K
BWM
409
Baystate Wealth Management
Massachusetts
$3.07K +$58 +1 +2%
TWA
410
TCI Wealth Advisors
Arizona
$2.88K
MA
411
Montag & Associates
Georgia
$2.82K
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$2.76K
AF
413
Allworth Financial
California
$2.59K -$691 -12 -21%
AF
414
Advisornet Financial
Minnesota
$2.59K +$518 +9 +25%
CSPIA
415
Cary Street Partners Investment Advisory
Virginia
$2.53K
EARNEST Partners
416
EARNEST Partners
Georgia
$2.42K
CMBA
417
C.M. Bidwell & Associates
Hawaii
$2.3K +$288 +5 +14%
CWP
418
Concord Wealth Partners
Virginia
$2.01K
LC
419
Lindbrook Capital
California
$1.96K +$403 +7 +26%
TPCW
420
TD Private Client Wealth
New York
$1.9K
RTL
421
Red Tortoise LLC
Georgia
$1.9K
VCM
422
Versant Capital Management
Arizona
$1.78K
DI
423
Disciplined Investments
Oklahoma
$1.55K +$115 +2 +8%
SIC
424
SJS Investment Consulting
Ohio
$1.44K -$576 -10 -29%
GWS
425
Glassman Wealth Services
Virginia
$1.27K +$633 +11 +100%