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SEI Investments

488 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
70
Increased
143
Reduced
181
Closed
30
Calls
$1.58M
Puts
$83K
Net Calls
+$1.49M
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.9K
EA
402
Evolution Advisers
Virginia
$55K +$55K +873 New
AAP
403
Arax Advisory Partners
Colorado
$51.7K +$64 +1 +0.1%
UM
404
UniSuper Management
Australia
$50.8K
ASN
405
Advisory Services Network
Georgia
$50.2K +$50.2K +790 New
GRP
406
Global Retirement Partners
California
$45.1K +$9.09K +144 +25%
PTC
407
Private Trust Company
Ohio
$44.4K
HIA
408
Harbor Investment Advisory
Maryland
$41.3K -$9.53K -150 -19%
GCM
409
Gladius Capital Management
Illinois
$40.7K +$4.45K +70 +12%
WT
410
Whittier Trust
California
$39.4K
UB
411
UMB Bank
Missouri
$38.1K
HBW
412
Hazlett, Burt & Watson
West Virginia
$38K
CTC
413
Central Trust Company
Missouri
$37K +$6.42K +101 +21%
GXJ
414
Global X Japan
Japan
$34.8K +$34.8K +548 New
WTA
415
Washington Trust Advisors
Massachusetts
$33.4K
FFA
416
Farther Finance Advisors
California
$32.7K -$6.42K -101 -16%
VAG
417
VisionPoint Advisory Group
Texas
$32.7K +$64 +1 +0.2%
FFA
418
Fairfield Financial Advisors
Massachusetts
$29.6K
DFA
419
DHJJ Financial Advisors
Illinois
$28.3K
QL
420
Quarry LP
New York
$27.7K +$3.24K +51 +13%
First Manhattan
421
First Manhattan
New York
$25.4K
ADL
422
Asset Dedication LLC
California
$24K
W
423
WealthCollab
Washington
$23.8K +$23.8K +375 New
CBT
424
CoreFirst Bank & Trust
Kansas
$23.7K
BTI
425
Blue Trust Inc
Georgia
$23K +$8.06K +138 +54%