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SEI Investments

437 hedge funds and large institutions have $6.03B invested in SEI Investments in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 147 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
46
Increased
147
Reduced
149
Closed
45
Calls
$2.97M
Puts
$4.36M
Net Calls
-$1.39M
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
326
Creative Planning
Kansas
$230K -$41.9K -676 -15%
CAM
327
Congress Asset Management
Massachusetts
$222K -$1.43K -23 -0.6%
CI
328
Cigna Investments
Connecticut
$221K -$44.4K -712 -17%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$220K +$84.8K +1,370 +63%
VWM
330
Venturi Wealth Management
Texas
$215K -$89.3K -1,443 -29%
RE
331
RBC Europe
United Kingdom
$211K
LA
332
Legacy Advisors
Pennsylvania
$208K
MPI
333
Mairs & Power Inc
Minnesota
$205K
KAS
334
Kestra Advisory Services
Texas
$204K +$204K +3,290 New
FC
335
FORA Capital
Florida
$192K +$192K +3,096 New
HBT
336
Hills Bank & Trust
Iowa
$170K
PMAS
337
PNC Managed Account Solutions
Texas
$167K +$167K +2,697 New
MC
338
Maverick Capital
Texas
$163K +$163K +2,638 New
LWP
339
Lumature Wealth Partners
Georgia
$155K
AWM
340
Accel Wealth Management
Iowa
$129K
CCA
341
Column Capital Advisors
Indiana
$128K +$20.2K +326 +19%
VI
342
Vestcor Inc
New Brunswick, Canada
$127K +$127K +2,046 New
US Bancorp
343
US Bancorp
Minnesota
$125K -$2.77K -45 -2%
HR
344
Howe & Rusling
New York
$124K
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K -$127K -2,058 -53%
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$89K -$14.5K -235 -14%
TFA
347
Toth Financial Advisory
Virginia
$88K +$23.5K +380 +36%
SO
348
STRS Ohio
Ohio
$85K -$28.8M -468,000 -100%
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$84K -$13.3K -215 -14%
Swedbank
350
Swedbank
Sweden
$80.4K