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SEI Investments

442 hedge funds and large institutions have $5.73B invested in SEI Investments in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+5
Holders Change %
+1.14%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
136
Reduced
161
Closed
30
Calls
$453K
Puts
$3.37M
Net Calls
-$2.91M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
326
Redpoint Investment Management
Australia
$226K
FCBT
327
First Citizens Bank & Trust
North Carolina
$225K -$3.09K -52 -1%
BF
328
BOK Financial
Oklahoma
$223K +$223K +3,763 New
Allianz Asset Management
329
Allianz Asset Management
Germany
$221K -$166K -2,799 -43%
KPW
330
Kore Private Wealth
New York
$217K -$5.16K -87 -2%
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$213K +$2.31K +39 +1%
CAM
332
Congress Asset Management
Massachusetts
$203K -$9.31K -157 -4%
RE
333
RBC Europe
United Kingdom
$202K
TRCT
334
Tower Research Capital (TRC)
New York
$201K -$1.45M -24,548 -88%
KAS
335
Kestra Advisory Services
Texas
$201K +$6.1K +103 +3%
PCM
336
Pinz Capital Management
New York
$178K +$178K +3,000 New
HBT
337
Hills Bank & Trust
Iowa
$161K -$1.6K -27 -1%
LWP
338
Lumature Wealth Partners
Georgia
$148K
SC
339
SouthState Corp
Florida
$127K +$127K +2,139 New
AWM
340
Accel Wealth Management
Iowa
$123K
US Bancorp
341
US Bancorp
Minnesota
$122K +$1.78K +30 +1%
HR
342
Howe & Rusling
New York
$119K
CCA
343
Column Capital Advisors
Indiana
$111K -$10.8K -183 -9%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K
SPIA
345
Steward Partners Investment Advisory
New York
$107K +$99.6K +1,672 +1,348%
VI
346
Vestcor Inc
New Brunswick, Canada
$106K -$14.8K -251 -12%
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$93K +$7.98K +135 +9%
TFA
348
Toth Financial Advisory
Virginia
$85K +$592 +10 +0.7%
SO
349
STRS Ohio
Ohio
$81K
JWM
350
Janiczek Wealth Management
Colorado
$78K +$19.2K +322 +33%