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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
LC
451
Lindbrook Capital
California
$3.09K
AFWM
452
Abich Financial Wealth Management
Virginia
$3.02K +$575 +8 +24%
WPA
453
West Paces Advisors
Georgia
$3.02K +$3.02K +42 New
NFSG
454
Newbridge Financial Services Group
Florida
$2.88K +$2.88K +40 New
GWM
455
Geneos Wealth Management
Colorado
$2.66K
DJSG
456
D.J. St. Germain
Massachusetts
$2.52K +$2.52K +35 New
SS
457
Sunbelt Securities
Texas
$2.52K
RTL
458
Red Tortoise LLC
Georgia
$2.37K
VCM
459
Versant Capital Management
Arizona
$2.23K
SIC
460
SJS Investment Consulting
Ohio
$2.09K +$216 +3 +12%
National Bank of Canada
461
National Bank of Canada
Quebec, Canada
$2.05K
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$1.65K
GFL
463
Granite FO LLC
New Hampshire
$1.41K +$1.41K +21 New
FMP
464
Financial Management Professionals
Texas
$1K
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$863
LFG
466
Larson Financial Group
Missouri
$741
AF
467
Advisornet Financial
Minnesota
$719
CMBA
468
C.M. Bidwell & Associates
Hawaii
$431 +$431 +6 New
TWP
469
TFO Wealth Partners
Ohio
$360 -$288 -4 -44%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$288
FG
471
Fairman Group
Pennsylvania
$61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
472
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.99M -110,000 Closed
CSS
473
Cubist Systematic Strategies
Connecticut
-$6.02M -94,797 Closed
TI
474
Trexquant Investment
Connecticut
-$6.01M -94,524 Closed
PCOC
475
Power Corp of Canada
Canada
-$5.65M -88,883 Closed