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SEI Investments

459 hedge funds and large institutions have $5.63B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,098% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $60K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $5.53B → $5.63B (+$102M)

0.66% more ownership

Funds ownership: 69.88%70.53% (+0.66%)

0% more funds holding

Funds holding: 457459 (+2)

8% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 165

Holders
459
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
152
Reduced
165
Closed
41
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
426
Cullen/Frost Bankers
Texas
$7.23K
AF
427
Allworth Financial
California
$6.75K +$4.12K +67 +149%
JWA
428
JFS Wealth Advisors
Pennsylvania
$6.63K +$307 +5 +5%
PWMG
429
Prestige Wealth Management Group
New Jersey
$6.33K
SFG
430
Steward Financial Group
Texas
$6K +$6.4K +104 New
TWM
431
Tradition Wealth Management
Minnesota
$5K
BIA
432
Bell Investment Advisors
California
$4.58K +$1.11K +18 +31%
CFD
433
Creative Financial Designs
Indiana
$3.61K
LC
434
Lindbrook Capital
California
$3.61K +$1.6K +26 +76%
FHA
435
First Horizon Advisors
Tennessee
$3.53K
LS
436
Livforsakringsbolaget Skandia
Sweden
$3.25K
BWM
437
Baystate Wealth Management
Massachusetts
$3.23K
MA
438
Montag & Associates
Georgia
$2.77K
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$2.65K -$246 -4 -8%
CWP
440
Concord Wealth Partners
Virginia
$2.11K
SS
441
Sunbelt Securities
Texas
$2.11K +$2.15K +35 New
AW
442
Avion Wealth
Texas
$2K +$1.04K +17 +63%
RTL
443
Red Tortoise LLC
Georgia
$1.99K
SIC
444
SJS Investment Consulting
Ohio
$1.93K +$369 +6 +23%
GWM
445
Geneos Wealth Management
Colorado
$1.87K -$18.1K -295 -90%
VCM
446
Versant Capital Management
Arizona
$1.87K
HCP
447
Hexagon Capital Partners
Arkansas
$1.57K -$184 -3 -10%
PFBT
448
Parkside Financial Bank & Trust
Missouri
$1.02K +$799 +13 +325%
FMP
449
Financial Management Professionals
Texas
$1K
GI
450
Gradient Investments
Minnesota
$783