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SEI Investments

471 hedge funds and large institutions have $6.74B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 184 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-16
Holders Change %
-3.29%
% of All Funds
6.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
139
Reduced
184
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
401
Farther Finance Advisors
California
$36.4K
VAG
402
VisionPoint Advisory Group
Texas
$35.4K -$1.51K -21 -4%
DFA
403
DHJJ Financial Advisors
Illinois
$32K
AS
404
Altshuler Shaham
Israel
$29.3K +$29.3K +407 New
First Manhattan
405
First Manhattan
New York
$28.8K
ADL
406
Asset Dedication LLC
California
$28K
W
407
WealthCollab
Washington
$27K
CBT
408
CoreFirst Bank & Trust
Kansas
$26.8K
AF
409
Allworth Financial
California
$23.7K +$15.5K +215 +189%
HPC
410
HM Payson & Co
Maine
$21.6K
MRCM
411
M&R Capital Management
New Jersey
$20.9K -$2.01K -28 -9%
ZB
412
Zions Bancorporation
Utah
$19.9K
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$19.4K +$19.4K +273 New
SSB
414
Sandy Spring Bank
Maryland
$18.4K +$18.4K +256 New
AT
415
Arlington Trust
Alabama
$17.8K
LFA
416
LGT Financial Advisors
Texas
$17.6K
MG
417
Mather Group
Illinois
$17.5K +$17.5K +276 New
BTI
418
Blue Trust Inc
Georgia
$16.3K -$12K -167 -42%
RA
419
Rise Advisors
New York
$16.1K +$16.1K +224 New
GXJ
420
Global X Japan
Japan
$15.7K -$23.7K -329 -60%
QC
421
Quent Capital
New York
$15.6K +$577 +8 +4%
IA
422
IFP Advisors
Florida
$15.5K +$1.29K +18 +9%
AIM
423
Anchor Investment Management
South Carolina
$14.4K
C
424
Covestor
United Kingdom
$14K -$133K -1,888 -90%
RWA
425
Redmont Wealth Advisors
Illinois
$13.8K +$13.8K +192 New