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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
AWM
351
Accel Wealth Management
Iowa
$127K
US Bancorp
352
US Bancorp
Minnesota
$126K -$35.9K -613 -23%
HR
353
Howe & Rusling
New York
$122K
CCA
354
Column Capital Advisors
Indiana
$106K -$1.99K -34 -2%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$102K +$65.5K +1,118 +201%
AIC
356
Ameritas Investment Company
Nebraska
$97.5K +$93.8K +1,600 New
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$96K -$27.2M -464,701 -100%
BCV
358
Banque Cantonale Vaudoise
Switzerland
$86K -$10.9K -186 -12%
Swedbank
359
Swedbank
Sweden
$79.1K +$76.1K +1,298 New
ST
360
Smithfield Trust
Pennsylvania
$73K
GRP
361
Global Retirement Partners
California
$72K -$2.11K -36 -3%
LS
362
Livforsakringsbolaget Skandia
Sweden
$70K
DZ Bank
363
DZ Bank
Germany
$69.1K
SIAP
364
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$67K +$5.1K +87 +9%
TFA
365
Toth Financial Advisory
Virginia
$64K +$7.33K +125 +14%
EWM
366
Endurance Wealth Management
Rhode Island
$61K
VNA
367
Valley National Advisers
Pennsylvania
$61K
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$60K -$3.34K -57 -6%
MRCM
369
M&R Capital Management
New Jersey
$56K +$352 +6 +0.7%
WT
370
Whittier Trust
California
$54K +$13.5K +231 +35%
First Manhattan
371
First Manhattan
New York
$53K -$36.9K -629 -42%
HNB
372
Huntington National Bank
Ohio
$50K -$11.8K -202 -20%
SAM
373
Shell Asset Management
Netherlands
$46K
PCG
374
Private Capital Group
Connecticut
$40K -$26.4K -451 -41%
RIM
375
Rockbridge Investment Management
New York
$40K