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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
VCM
426
Versant Capital Management
Arizona
$1.78K
DI
427
Disciplined Investments
Oklahoma
$1.55K +$120 +2 +8%
SIC
428
SJS Investment Consulting
Ohio
$1.44K -$600 -10 -29%
GWS
429
Glassman Wealth Services
Virginia
$1.27K +$660 +11 +100%
MBFW
430
Morton Brown Family Wealth
Pennsylvania
$1.15K +$1.2K +20 New
FMP
431
Financial Management Professionals
Texas
$1K +$600 +10 New
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$691
MFT
433
Moisand Fitzgerald Tamayo
Florida
$691
LFG
434
Larson Financial Group
Missouri
$584
Commonwealth Equity Services
435
Commonwealth Equity Services
Massachusetts
$311 -$7.98K -133 -2%
TWP
436
TFO Wealth Partners
Ohio
$288 -$16K -266 -98%
Kayne Anderson Rudnick Investment Management
437
Kayne Anderson Rudnick Investment Management
California
$288 +$300 +5 New
PFBT
438
Parkside Financial Bank & Trust
Missouri
$231
TFM
439
TFC Financial Management
Massachusetts
$231 +$240 +4 New
EBA
440
Eagle Bay Advisors
New York
$15
RRAM
441
River Road Asset Management
Kentucky
-$7.31M -125,393 Closed
OQS
442
Occudo Quantitative Strategies
Florida
-$3.57M -61,267 Closed
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
-$2.92M -50,000 Closed
Balyasny Asset Management
444
Balyasny Asset Management
Illinois
-$2.21M -37,849 Closed
Lido Advisors
445
Lido Advisors
California
-$1.43M -24,499 Closed
CCIA
446
Campbell & Co Investment Adviser
Maryland
-$1.4M -24,051 Closed
Pacer Advisors
447
Pacer Advisors
Pennsylvania
-$1.38M -23,668 Closed
MAP
448
Moody Aldrich Partners
Massachusetts
-$985K -16,890 Closed
WHG
449
Westwood Holdings Group
Texas
-$774K -13,282 Closed
Walleye Capital
450
Walleye Capital
New York
-$691K -11,848 Closed