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SEI Investments

500 hedge funds and large institutions have $6.35B invested in SEI Investments in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 172 increasing their positions, 185 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $6.02B → $6.35B (+$331M)

2% more funds holding

Funds holding: 492500 (+8)

0.17% less ownership

Funds ownership: 70.79%70.61% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 185

45% less call options, than puts

Call options by funds: $8.12M | Put options by funds: $14.7M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
500
Holders Change
+8
Holders Change %
+1.63%
% of All Funds
7.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
48
Increased
172
Reduced
185
Closed
35
Calls
$8.12M
Puts
$14.7M
Net Calls
-$6.56M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
451
Versant Capital Management
Arizona
$9.48K +$200 +3 +2%
BCWM
452
Bartlett & Co Wealth Management
Ohio
$9.06K
WTC
453
WhitTier Trust Company
Nevada
$8.99K
CFD
454
Creative Financial Designs
Indiana
$8.79K +$1.33K +20 +19%
CJ
455
Caitlin John
Michigan
$8.78K
FPFS
456
First Personal Financial Services
North Carolina
$8.1K +$7.81K +117 New
PWMG
457
Prestige Wealth Management Group
New Jersey
$7.26K
JWA
458
JFS Wealth Advisors
Pennsylvania
$6.71K +$200 +3 +3%
ZB
459
Zions Bancorporation
Utah
$6.64K -$6.41K -96 -50%
BIG
460
Brooklyn Investment Group
New York
$6.23K +$6.01K +90 New
FNWA
461
Financial Network Wealth Advisors
Utah
$6.23K +$1.27K +19 +27%
KWAG
462
Kiely Wealth Advisory Group
North Carolina
$6.06K
CFO
463
CVA Family Office
Colorado
$6.02K -$1.14K -17 -16%
CA
464
CoreCap Advisors
Michigan
$6.02K +$5.81K +87 New
HGERS
465
Householder Group Estate & Retirement Specialist
Arizona
$6K
CFB
466
Cullen/Frost Bankers
Texas
$5.67K +$3.34K +50 +156%
CPA
467
Capital Performance Advisors
California
$5.54K +$5.34K +80 New
BIC
468
Beach Investment Counsel
Pennsylvania
$5K
HWM
469
Hemington Wealth Management
Virginia
$5K +$5.27K +79 New
MRCM
470
M&R Capital Management
New Jersey
$4.64K -$15K -225 -77%
LFG
471
Larson Financial Group
Missouri
$4.59K +$3.74K +56 +560%
BIA
472
Bell Investment Advisors
California
$4.36K -$601 -9 -13%
PWMG
473
Private Wealth Management Group
New Jersey
$4.36K
TCOV
474
Trust Company of Vermont
Vermont
$4.36K +$4.21K +63 New
TWD
475
True Wealth Design
Ohio
$3.81K -$837K -12,534 -100%