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SEI Investments

475 hedge funds and large institutions have $6.77B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,356% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $561K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $6.27B → $6.77B (+$496M)

3% less funds holding

Funds holding: 490475 (-15)

3.29% less ownership

Funds ownership: 75.04%71.74% (-3.3%)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

25% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 186

Holders
475
Holders Change
-15
Holders Change %
-3.06%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
140
Reduced
186
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
451
Livforsakringsbolaget Skandia
Sweden
$3.88K
MA
452
Montag & Associates
Georgia
$3.31K
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$3.16K
NCTC
454
New Covenant Trust Company
Indiana
$3.16K +$2.92K +44 New
LC
455
Lindbrook Capital
California
$3.09K
AFWM
456
Abich Financial Wealth Management
Virginia
$3.02K +$531 +8 +24%
WPA
457
West Paces Advisors
Georgia
$3.02K +$2.79K +42 New
NFSG
458
Newbridge Financial Services Group
Florida
$2.88K +$2.66K +40 New
GWM
459
Geneos Wealth Management
Colorado
$2.66K
DJSG
460
D.J. St. Germain
Massachusetts
$2.52K +$2.33K +35 New
SS
461
Sunbelt Securities
Texas
$2.52K
RTL
462
Red Tortoise LLC
Georgia
$2.37K
VCM
463
Versant Capital Management
Arizona
$2.23K
SIC
464
SJS Investment Consulting
Ohio
$2.09K +$199 +3 +12%
National Bank of Canada
465
National Bank of Canada
Quebec, Canada
$2.05K
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$1.65K
GFL
467
Granite FO LLC
New Hampshire
$1.41K +$1.4K +21 New
FMP
468
Financial Management Professionals
Texas
$1K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$863
LFG
470
Larson Financial Group
Missouri
$741
AF
471
Advisornet Financial
Minnesota
$719
CMBA
472
C.M. Bidwell & Associates
Hawaii
$431 +$399 +6 New
TWP
473
TFO Wealth Partners
Ohio
$360 -$266 -4 -44%
PFBT
474
Parkside Financial Bank & Trust
Missouri
$288
FG
475
Fairman Group
Pennsylvania
$61