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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
USAA
451
United Services Automobile Association
Texas
-$657K -11,256 Closed
PFO
452
Pathstone Family Office
New Jersey
-$533K -10,416 Closed
ACM
453
Aquatic Capital Management
Illinois
-$565K -9,700 Closed
TCM
454
Telos Capital Management
California
-$560K -9,600 Closed
Verition Fund Management
455
Verition Fund Management
Connecticut
-$479K -8,216 Closed
Luther King Capital Management (LKCM)
456
Luther King Capital Management (LKCM)
Texas
-$475K -8,140 Closed
GWA
457
GGM Wealth Advisors
Maryland
-$349K -5,700 Closed
BC
458
Bridgefront Capital
Texas
-$317K -5,435 Closed
KAS
459
Kestra Advisory Services
Texas
-$283K -4,856 Closed
CC
460
Centiva Capital
New York
-$278K -4,760 Closed
IA
461
IFG Advisory
Georgia
-$212K -3,651 Closed
Rockefeller Capital Management
462
Rockefeller Capital Management
New York
-$139K -2,404 Closed
PMEF
463
Point72 Middle East FZE
United Arab Emirates
-$111K -1,906 Closed
OWA
464
One Wealth Advisors
California
-$84.4K -1,447 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
465
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$66.8K -1,145 Closed
SC
466
Seldon Capital
California
-$65.4K -1,122 Closed
PI
467
PEAK6 Investments
Illinois
-$47.9K -821 Closed
IA
468
IFP Advisors
Florida
-$39K -539 Closed
CS
469
Comerica Securities
Michigan
-$21.9K -372 Closed
DFCM
470
Dark Forest Capital Management
Puerto Rico
-$16.8K -289 Closed
EI
471
Ellevest Inc
New York
-$9.91K -170 Closed
HCP
472
Hexagon Capital Partners
Arkansas
-$5.3K -91 Closed
ME
473
McIlrath & Eck
Washington
-$5.19K -89 Closed
VCM
474
Vigilant Capital Management
Maine
-$4K -67 Closed
BFEC
475
Benjamin F. Edwards & Company
Missouri
-$3K -46 Closed