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SEI Investments

442 hedge funds and large institutions have $5.96B invested in SEI Investments in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 136 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more capital invested

Capital invested by funds: $5.65B → $5.96B (+$309M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0.69% more ownership

Funds ownership: 67.68%68.36% (+0.69%)

0% more funds holding

Funds holding: 441442 (+1)

20% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 170

51% less call options, than puts

Call options by funds: $816K | Put options by funds: $1.66M

Holders
442
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
136
Reduced
170
Closed
42
Calls
$816K
Puts
$1.66M
Net Calls
-$846K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Citadel Investment Advisory
Ohio
$269K -$7.62K -130 -3%
Creative Planning
327
Creative Planning
Kansas
$267K -$586 -10 -0.2%
FCBT
328
First Citizens Bank & Trust
North Carolina
$265K -$2.52K -43 -1%
CC
329
Centiva Capital
New York
$264K +$254K +4,328 New
SP
330
Symmetry Partners
Connecticut
$263K -$14.4K -246 -5%
CI
331
Cigna Investments
Connecticut
$259K +$13.6K +232 +6%
PFWA
332
Paces Ferry Wealth Advisors
Georgia
$252K -$1.17K -20 -0.5%
BF
333
BOK Financial
Oklahoma
$251K -$1.35K -23 -0.6%
GTCM
334
Gyon Technologies Capital Management
New Jersey
$249K -$177K -3,018 -42%
WA
335
WBH Advisory
Maryland
$244K
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$238K +$229K +3,905 New
IRF
337
IBM Retirement Fund
New York
$233K -$23.3K -397 -9%
CCA
338
Cadent Capital Advisors
Oklahoma
$229K -$10.9K -186 -5%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$227K
CAM
340
Congress Asset Management
Massachusetts
$220K +$2.58K +44 +1%
RE
341
RBC Europe
United Kingdom
$207K
LA
342
Legacy Advisors
Pennsylvania
$204K +$197K +3,354 New
MPI
343
Mairs & Power Inc
Minnesota
$201K +$193K +3,300 New
OC
344
Oppenheimer & Co
New York
$201K +$194K +3,304 New
MFS
345
Mirabella Financial Services
United Kingdom
$201K +$194K +3,307 New
QT
346
Quantbot Technologies
New York
$187K -$143K -2,444 -44%
HBT
347
Hills Bank & Trust
Iowa
$167K -$23.7K -405 -13%
LWP
348
Lumature Wealth Partners
Georgia
$152K +$146K +2,500 New
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$133K -$35.7K -609 -22%
GAM
350
GVO Asset Management
Switzerland
$130K +$125K +2,132 New