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SEI Investments

488 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
70
Increased
143
Reduced
181
Closed
30
Calls
$1.58M
Puts
$83K
Net Calls
+$1.49M
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
451
Prestige Wealth Management Group
New Jersey
$6.72K
TIM
452
Tortoise Investment Management
New York
$6.36K +$6.36K +100 New
Simplex Trading
453
Simplex Trading
Illinois
$6K +$5.94K +95 +9,500%
JWA
454
JFS Wealth Advisors
Pennsylvania
$5.97K -$1.02K -16 -15%
TWM
455
Tradition Wealth Management
Minnesota
$5K
KWAG
456
Kiely Wealth Advisory Group
North Carolina
$4.81K +$4.81K +75 New
BIA
457
Bell Investment Advisors
California
$4.58K -$254 -4 -5%
PWMG
458
Private Wealth Management Group
New Jersey
$4K +$4K +63 New
CFD
459
Creative Financial Designs
Indiana
$3.81K
LS
460
Livforsakringsbolaget Skandia
Sweden
$3.45K
BWM
461
Baystate Wealth Management
Massachusetts
$3.41K
MA
462
Montag & Associates
Georgia
$2.95K
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$2.8K
LC
464
Lindbrook Capital
California
$2.73K -$1.08K -17 -28%
GWM
465
Geneos Wealth Management
Colorado
$2.35K +$381 +6 +19%
SS
466
Sunbelt Securities
Texas
$2.22K
AFWM
467
Abich Financial Wealth Management
Virginia
$2.16K +$2.16K +34 New
RTL
468
Red Tortoise LLC
Georgia
$2.1K
MA
469
MCF Advisors
Kentucky
$2.05K +$2.05K +32 New
AW
470
Avion Wealth
Texas
$2K -$1.26K -17 -39%
VCM
471
Versant Capital Management
Arizona
$1.97K
National Bank of Canada
472
National Bank of Canada
Quebec, Canada
$1.89K -$1.53M -24,317 -100%
SIC
473
SJS Investment Consulting
Ohio
$1.65K -$381 -6 -19%
DPW
474
DiNuzzo Private Wealth
Pennsylvania
$1.46K +$1.46K +23 New
SAM
475
Smartleaf Asset Management
Massachusetts
$1.15K +$1.15K +18 New