SEIC icon

SEI Investments

495 hedge funds and large institutions have $6.32B invested in SEI Investments in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 184 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
171
Reduced
184
Closed
37
Calls
$8.12M
Puts
$14.7M
Net Calls
-$6.56M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
426
CoreFirst Bank & Trust
Kansas
$25.8K +$25.8K +373 New
HNB
427
Huntington National Bank
Ohio
$23.3K +$17.2K +248 +279%
GWM
428
Geneos Wealth Management
Colorado
$23K +$20.4K +295 +797%
SIC
429
SJS Investment Consulting
Ohio
$22.8K
ADL
430
Asset Dedication LLC
California
$22.1K
MG
431
Mather Group
Illinois
$21.7K -$32K -463 -60%
QC
432
Quent Capital
New York
$21.4K
HPC
433
HM Payson & Co
Maine
$20.8K
GXJ
434
Global X Japan
Japan
$20.8K +$7.33K +106 +55%
AF
435
Allworth Financial
California
$20.3K -$2.28K -33 -10%
AT
436
Arlington Trust
Alabama
$17.2K
LFA
437
LGT Financial Advisors
Texas
$17K
AA
438
Addison Advisors
Vermont
$16.3K +$3.88K +56 +31%
RA
439
Rise Advisors
New York
$15.6K
AIM
440
Anchor Investment Management
South Carolina
$13.8K
SWM
441
Spire Wealth Management
Virginia
$13K
Jones Financial Companies
442
Jones Financial Companies
Missouri
$12.1K +$761 +11 +7%
NSIM
443
North Star Investment Management
Illinois
$11.9K
SC
444
Stephens Consulting
Michigan
$11.1K -$2.35K -34 -17%
FFA
445
Frazier Financial Advisors
Ohio
$10.9K
VCM
446
Versant Capital Management
Arizona
$9.48K +$208 +3 +2%
BCWM
447
Bartlett & Co Wealth Management
Ohio
$9.06K
WTC
448
WhitTier Trust Company
Nevada
$8.99K
CFD
449
Creative Financial Designs
Indiana
$8.79K +$1.38K +20 +19%
CJ
450
Caitlin John
Michigan
$8.78K