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SEI Investments

475 hedge funds and large institutions have $6.77B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,356% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $561K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $6.27B → $6.77B (+$496M)

3% less funds holding

Funds holding: 490475 (-15)

3.29% less ownership

Funds ownership: 75.04%71.74% (-3.3%)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

25% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 186

Holders
475
Holders Change
-15
Holders Change %
-3.06%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
140
Reduced
186
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
401
Central Trust Company
Missouri
$41.8K
EWA
402
EverSource Wealth Advisors
Alabama
$41.3K +$18.3K +275 +78%
WTA
403
Washington Trust Advisors
Massachusetts
$37.8K
GCM
404
Gladius Capital Management
Illinois
$37.5K -$7.84K -118 -18%
FFA
405
Farther Finance Advisors
California
$36.4K
VAG
406
VisionPoint Advisory Group
Texas
$35.4K -$1.4K -21 -4%
DFA
407
DHJJ Financial Advisors
Illinois
$32K
AS
408
Altshuler Shaham
Israel
$29.3K +$27K +407 New
First Manhattan
409
First Manhattan
New York
$28.8K
ADL
410
Asset Dedication LLC
California
$28K
W
411
WealthCollab
Washington
$27K
CBT
412
CoreFirst Bank & Trust
Kansas
$26.8K
AF
413
Allworth Financial
California
$23.7K +$14.3K +215 +189%
HPC
414
HM Payson & Co
Maine
$21.6K
MRCM
415
M&R Capital Management
New Jersey
$20.9K -$1.86K -28 -9%
ZB
416
Zions Bancorporation
Utah
$19.9K
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$19.4K +$18.1K +273 New
SSB
418
Sandy Spring Bank
Maryland
$18.4K +$17K +256 New
AT
419
Arlington Trust
Alabama
$17.8K
LFA
420
LGT Financial Advisors
Texas
$17.6K
MG
421
Mather Group
Illinois
$17.5K +$18.3K +276 New
BTI
422
Blue Trust Inc
Georgia
$16.3K -$11.1K -167 -42%
RA
423
Rise Advisors
New York
$16.1K +$14.9K +224 New
GXJ
424
Global X Japan
Japan
$15.7K -$21.9K -329 -60%
QC
425
Quent Capital
New York
$15.6K +$531 +8 +4%