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SEI Investments

470 hedge funds and large institutions have $5.92B invested in SEI Investments in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+28
Holders Change %
+6.33%
% of All Funds
7.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
142
Reduced
159
Closed
38
Calls
$317K
Puts
$1.82M
Net Calls
-$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
351
Vanguard Personalized Indexing Management
California
$208K +$208K +3,412 New
GC
352
Guggenheim Capital
Illinois
$207K -$638K -10,460 -75%
VNA
353
Valley National Advisers
Pennsylvania
$205K +$144K +2,359 +236%
MWM
354
Modera Wealth Management
New Jersey
$202K +$202K +3,307 New
Balyasny Asset Management
355
Balyasny Asset Management
Illinois
$202K +$202K +3,321 New
MPI
356
Mairs & Power Inc
Minnesota
$201K +$201K +3,300 New
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$200K -$18.9K -310 -9%
HBT
358
Hills Bank & Trust
Iowa
$165K -$733 -12 -0.4%
VWM
359
Venturi Wealth Management
Texas
$158K +$158K +2,600 New
LWP
360
Lumature Wealth Partners
Georgia
$152K
AWM
361
Accel Wealth Management
Iowa
$127K
US Bancorp
362
US Bancorp
Minnesota
$127K +$1.46K +24 +1%
HR
363
Howe & Rusling
New York
$122K
PA
364
Parallel Advisors
California
$116K +$83.3K +1,364 +254%
CCA
365
Column Capital Advisors
Indiana
$115K
SPIA
366
Steward Partners Investment Advisory
New York
$104K -$5.81K -95 -5%
SC
367
SouthState Corp
Florida
$101K -$29.6K -485 -23%
JFGIW
368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K -$14.1K -233 -13%
SOW
369
State of Wyoming
Wyoming
$98K +$98K +1,607 New
JWM
370
Janiczek Wealth Management
Colorado
$97K +$17.3K +284 +22%
VI
371
Vestcor Inc
New Brunswick, Canada
$90K -$19.2K -315 -18%
PPWM
372
PFG Private Wealth Management
Florida
$90K +$13.7K +226 +18%
WTA
373
Washington Trust Advisors
Massachusetts
$87K +$87K +1,433 New
TFA
374
Toth Financial Advisory
Virginia
$86K -$1.53K -25 -2%
SO
375
STRS Ohio
Ohio
$84K