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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.

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 Market Value Shares Shares
Change
Shares
Change %
SWM
426
Spire Wealth Management
Virginia
$13.5K 188
SAM
427
Smartleaf Asset Management
Massachusetts
$12.4K 172 +154 +856%
NSIM
428
North Star Investment Management
Illinois
$12.3K 171 +1 +0.6%
Jones Financial Companies
429
Jones Financial Companies
Missouri
$11.8K 164 +164 New
NA
430
NewEdge Advisors
Louisiana
$11.6K 162 -75 -32%
FFA
431
Frazier Financial Advisors
Ohio
$11.3K 157
BCWM
432
Bartlett & Co Wealth Management
Ohio
$9.42K 131
WTC
433
WhitTier Trust Company
Nevada
$9.35K 130
TIM
434
Tortoise Investment Management
New York
$9.28K 129 +29 +29%
HNB
435
Huntington National Bank
Ohio
$9.13K 127 -35 -22%
CFB
436
Cullen/Frost Bankers
Texas
$8.63K 120
CJ
437
Caitlin John
Michigan
$7.78K 108 -45 -29%
PWMG
438
Prestige Wealth Management Group
New Jersey
$7.55K 105
CA
439
Clearstead Advisors
Ohio
$7.32K 108
JWA
440
JFS Wealth Advisors
Pennsylvania
$6.76K 94
BIA
441
Bell Investment Advisors
California
$6.26K 87 +15 +21%
WB
442
Webster Bank
Connecticut
$5.25K 73 +73 New
KWAG
443
Kiely Wealth Advisory Group
North Carolina
$5.03K 75
PWMG
444
Private Wealth Management Group
New Jersey
$4.53K 63
CFD
445
Creative Financial Designs
Indiana
$4.31K 60
AW
446
Avion Wealth
Texas
$4K 47 +20 +74%
LS
447
Livforsakringsbolaget Skandia
Sweden
$3.88K 54
MA
448
Montag & Associates
Georgia
$3.31K 46
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$3.16K 44
NCTC
450
New Covenant Trust Company
Indiana
$3.16K 44 +44 New