SEIC icon

SEI Investments
SEIC

Overview Fund Activity

413 hedge funds and large institutions have $5.12B invested in SEI Investments in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 168 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-24
Holders Change %
-5.49%
% of All Funds
9.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
44
Increased
122
Reduced
168
Closed
64
Calls
$1.4M
Puts
$2.66M
Net Calls
-$1.26M
Net Calls Change
-$1.14M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$61M
2
Millennium Management
Millennium Management
New York
$29.8M
3
JCM
Junto Capital Management
New York
$23.7M
4
ACL
Azora Capital LP
Florida
$19.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$663M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$727M
2
Citadel Advisors
Citadel Advisors
Florida
$6.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21M
4
Parnassus Investments
Parnassus Investments
California
$42.9M
5
State Street
State Street
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
351
Point72 Hong Kong
Hong Kong
$41K +$41K +892 New
CAM
352
CenterStar Asset Management
Illinois
$40K – – –
DWA
353
Dougherty Wealth Advisers
Minnesota
$38K -$11.8K -257 -24%
BFEC
354
Benjamin F. Edwards & Company
Missouri
$34K – – –
GWM
355
Geneos Wealth Management
Colorado
$34K – – –
WT
356
Whittier Trust
California
$31K – – –
AIM
357
Anchor Investment Management
South Carolina
$30.1K -$4.63K -100 -13%
ST
358
Smithfield Trust
Pennsylvania
$28K +$18.8K +400 +205%
CAW
359
Cornerstone Advisors (Washington)
Washington
$26K -$4.37K -94 -14%
APA
360
American Portfolios Advisors
New York
$24.3K – – –
CIA
361
CSat Investment Advisory
Michigan
$23K +$3.83K +84 +20%
CTC
362
Central Trust Company
Missouri
$22K – – –
Fuller & Thaler Asset Management
363
Fuller & Thaler Asset Management
California
$21K – – –
BCA
364
Berman Capital Advisors
Georgia
$21K +$6.13K +139 +41%
FBT
365
First Bank & Trust
South Dakota
$17K – – –
QCG
366
Quadrant Capital Group
Ohio
$16K +$12.1K +233 +307%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$15K -$6.35K -133 -30%
ZB
368
Zions Bancorporation
Utah
$13K – – –
IA
369
IFP Advisors
Florida
$13K +$822 +17 +7%
S
370
SignatureFD
Georgia
$12K -$7.39K -165 -38%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
PA
372
Parallel Advisors
California
$12K +$4.67K +105 +64%
BBHC
373
Brown Brothers Harriman & Co
New York
$9K -$200K -4,220 -96%
GAM
374
Gemmer Asset Management
California
$9K -$2.34K -53 -21%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
13 14
15
16 17