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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 %
AAP
351
Arax Advisory Partners
Colorado
$78K +$78K +1,254 New
ST
352
Smithfield Trust
Pennsylvania
$74K
PO
353
Private Ocean
California
$74K +$74K +1,200 New
LS
354
Livforsakringsbolaget Skandia
Sweden
$72K
DZ Bank
355
DZ Bank
Germany
$70K
GRP
356
Global Retirement Partners
California
$69K -$3.84K -62 -5%
SIAP
357
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$64K -$4.59K -74 -7%
VNA
358
Valley National Advisers
Pennsylvania
$62K
EWM
359
Endurance Wealth Management
Rhode Island
$61K
JWM
360
Janiczek Wealth Management
Colorado
$61K +$23.4K +379 +62%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$58K -$2.93K -47 -5%
MRCM
362
M&R Capital Management
New Jersey
$57K +$305 +5 +0.5%
First Manhattan
363
First Manhattan
New York
$57K +$3.73K +61 +7%
CFA
364
Carroll Financial Associates
North Carolina
$56K +$50.5K +822 +913%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K +$56K +900 New
WT
366
Whittier Trust
California
$55K
DFCM
367
Dark Forest Capital Management
Puerto Rico
$53K +$53K +863 New
NICM
368
Neo Ivy Capital Management
New York
$52K +$52K +840 New
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$50K +$19.2K +312 +62%
HNB
370
Huntington National Bank
Ohio
$48K -$2.86K -46 -6%
RIM
371
Rockbridge Investment Management
New York
$41K
QT
372
Quantbot Technologies
New York
$40K -$149K -2,429 -79%
MAM
373
Meeder Asset Management
Ohio
$40K +$20K +325 +100%
HPC
374
HM Payson & Co
Maine
$37K
SWM
375
Spire Wealth Management
Virginia
$37K