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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 %
THWM
126
Taylor Hoffman Wealth Management
Virginia
$3.85M +$259K +4,072 +7%
Macquarie Group
127
Macquarie Group
Australia
$3.78M -$7.44M -117,075 -66%
UHC
128
Union Heritage Capital
Michigan
$3.75M
Robeco Institutional Asset Management
129
Robeco Institutional Asset Management
Netherlands
$3.74M -$927K -14,581 -20%
IA
130
IFG Advisory
Georgia
$3.7M +$1.93M +30,408 +109%
HSA
131
HBK Sorce Advisory
Pennsylvania
$3.68M +$3.31K +52 +0.1%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.6M -$175K -2,749 -5%
BS
133
Banco Santander
Spain
$3.6M -$389K -6,120 -10%
MIM
134
MetLife Investment Management
New Jersey
$3.58M -$80.8K -1,272 -2%
DT
135
Diversified Trust
Tennessee
$3.51M +$2.63M +41,397 +299%
Holocene Advisors
136
Holocene Advisors
New York
$3.5M +$2.43M +38,292 +229%
WCF
137
West Coast Financial
California
$3.35M +$229K +3,605 +7%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$3.25M +$38.6K +607 +1%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$3.23M
PI
140
Putnam Investments
Massachusetts
$3.18M -$90.1K -1,417 -3%
Vontobel Holding
141
Vontobel Holding
Switzerland
$3.15M +$411K +6,470 +15%
EP
142
Edgestream Partners
New Jersey
$3.06M +$1.7M +26,730 +125%
YCM
143
Yousif Capital Management
Michigan
$3.04M -$21.6K -340 -0.7%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$2.97M -$710K -11,179 -19%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$2.92M -$9.79K -154 -0.3%
Comerica Bank
146
Comerica Bank
Texas
$2.85M -$10.7K -168 -0.4%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$2.85M -$465K -7,316 -14%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$2.79M
ISL
149
Ingalls & Snyder LLC
New York
$2.73M -$620K -9,750 -19%
Wells Fargo
150
Wells Fargo
California
$2.69M +$15.3K +241 +0.6%