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SEI Investments

453 hedge funds and large institutions have $5.16B invested in SEI Investments in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.08% less ownership

Funds ownership: 69.69%69.61% (-0.08%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

7% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 162

2% less funds holding

Funds holding: 464453 (-11)

11% less capital invested

Capital invested by funds: $5.79B → $5.16B (-$631M)

91% less call options, than puts

Call options by funds: $389K | Put options by funds: $4.14M

Holders
453
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
7.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
150
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
301
Lindenwold Advisors
Pennsylvania
$317K +$6.98K +124 +2%
IA
302
IFG Advisory
Georgia
$314K -$1.69M -30,039 -84%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$313K
QC
304
Quadrature Capital
United Kingdom
$309K +$322K +5,725 New
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$308K +$12.9K +230 +4%
SCM
306
Shelton Capital Management
Colorado
$307K
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$303K -$9K -160 -3%
GWA
308
GGM Wealth Advisors
Maryland
$303K
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$300K
V
310
Veritable
Delaware
$299K +$20.8K +370 +7%
VAS
311
Vestmark Advisory Solutions
Massachusetts
$293K -$96.4K -1,714 -24%
IHL
312
Investment House LLC
California
$293K
S
313
Seeyond
France
$290K -$6.08K -108 -2%
HWAM
314
Hennion & Walsh Asset Management
New Jersey
$289K -$4.61K -82 -2%
BFM
315
Boothbay Fund Management
New York
$281K +$292K +5,198 New
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$279K +$92.7K +1,648 +47%
BC
317
Bridgefront Capital
Texas
$279K +$291K +5,170 New
Squarepoint
318
Squarepoint
New York
$275K +$286K +5,084 New
DCM
319
DGS Capital Management
New Jersey
$270K +$71.4K +1,269 +34%
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$265K -$147K -2,613 -35%
MYLI
321
Meiji Yasuda Life Insurance
Japan
$265K +$5.63K +100 +2%
PAG
322
Private Advisor Group
New Jersey
$262K +$2.59K +46 +1%
Creative Planning
323
Creative Planning
Kansas
$259K +$3.54K +63 +1%
GHA
324
GW Henssler & Associates
Georgia
$255K -$108K -1,921 -29%
CIP
325
Convergence Investment Partners
Florida
$246K +$257K +4,559 New