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SEI Investments

472 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, 160 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

6% more funds holding

Funds holding: 444472 (+28)

1.38% more ownership

Funds ownership: 68.51%69.89% (+1.4%)

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$193M)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 160

83% less call options, than puts

Call options by funds: $317K | Put options by funds: $1.82M

Holders
472
Holders Change
+28
Holders Change %
+6.31%
% 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
160
Closed
38
Calls
$317K
Puts
$1.82M
Net Calls
-$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
351
Kestra Advisory Services
Texas
$210K +$3.22K +52 +2%
PRC
352
Pearl River Capital
Michigan
$209K +$212K +3,426 New
VPIM
353
Vanguard Personalized Indexing Management
California
$208K +$211K +3,412 New
GC
354
Guggenheim Capital
Illinois
$207K -$648K -10,460 -75%
VNA
355
Valley National Advisers
Pennsylvania
$205K +$146K +2,359 +236%
MWM
356
Modera Wealth Management
New Jersey
$202K +$205K +3,307 New
Balyasny Asset Management
357
Balyasny Asset Management
Illinois
$202K +$206K +3,321 New
MPI
358
Mairs & Power Inc
Minnesota
$201K +$205K +3,300 New
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$200K -$19.2K -310 -9%
HBT
360
Hills Bank & Trust
Iowa
$165K -$744 -12 -0.4%
VWM
361
Venturi Wealth Management
Texas
$158K +$161K +2,600 New
LWP
362
Lumature Wealth Partners
Georgia
$152K
AWM
363
Accel Wealth Management
Iowa
$127K
US Bancorp
364
US Bancorp
Minnesota
$127K +$1.49K +24 +1%
HR
365
Howe & Rusling
New York
$122K
PA
366
Parallel Advisors
California
$116K +$84.5K +1,364 +254%
CCA
367
Column Capital Advisors
Indiana
$115K
SPIA
368
Steward Partners Investment Advisory
New York
$104K -$5.89K -95 -5%
SC
369
SouthState Corp
Florida
$101K -$30.1K -485 -23%
JFGIW
370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K -$14.4K -233 -13%
SOW
371
State of Wyoming
Wyoming
$98K +$99.6K +1,607 New
JWM
372
Janiczek Wealth Management
Colorado
$97K +$17.6K +284 +22%
VI
373
Vestcor Inc
New Brunswick, Canada
$90K -$19.5K -315 -18%
PPWM
374
PFG Private Wealth Management
Florida
$90K +$14K +226 +18%
WTA
375
Washington Trust Advisors
Massachusetts
$87K +$88.8K +1,433 New