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SEI Investments

425 hedge funds and large institutions have $5.06B invested in SEI Investments in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 153 reducing their positions, and 41 closing their positions.

Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
8.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
132
Reduced
153
Closed
41
Calls
$1.34M
Puts
$1.99M
Net Calls
-$655K
Net Calls Change
+$2.54M
Name Market Value Shares Shares
Change
Shares
Change %
FHA
351
Flagship Harbor Advisors
Massachusetts
$53K 1,051 -482 -31%
BBHC
352
Brown Brothers Harriman & Co
New York
$53K 1,049
HNB
353
Huntington National Bank
Ohio
$52K 1,020 -254 -20%
SIAP
354
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K 1,018
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$52K 1,026 +382 +59%
VNA
356
Valley National Advisers
Pennsylvania
$51K 1,000 -700 -41%
EWM
357
Endurance Wealth Management
Rhode Island
$51K 1,000
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
358
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$51K 1,000 +1,000 New
MRCM
359
M&R Capital Management
New Jersey
$46K 922
C
360
Cerebellum
California
$44K 869 +289 +50%
TFA
361
Toth Financial Advisory
Virginia
$43K 845 +845 New
GWM
362
Geneos Wealth Management
Colorado
$39K 774
RIM
363
Rockbridge Investment Management
New York
$34K 663
WT
364
Whittier Trust
California
$34K 662
FC
365
FORA Capital
Florida
$33K 650 -143 -18%
AIM
366
Anchor Investment Management
South Carolina
$33K 650
HPC
367
HM Payson & Co
Maine
$30K 600 +600 New
BCA
368
Berman Capital Advisors
Georgia
$29K 581
CIA
369
CSat Investment Advisory
Michigan
$27K 535 +67 +14%
APA
370
American Portfolios Advisors
New York
$26.6K 525
EP
371
Eudaimonia Partners
Tennessee
$24K 475 -1,705 -78%
CTC
372
Central Trust Company
Missouri
$24K 481
PA
373
Parallel Advisors
California
$24K 465 +43 +10%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$23K 446 -205 -31%
CAW
375
Cornerstone Advisors (Washington)
Washington
$23K 451 -118 -21%