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SEI Investments

453 hedge funds and large institutions have $5.16B invested in SEI Investments in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.08% less ownership

Funds ownership: 69.69%69.61% (-0.08%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

7% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 162

2% less funds holding

Funds holding: 464453 (-11)

11% less capital invested

Capital invested by funds: $5.79B → $5.16B (-$631M)

91% less call options, than puts

Call options by funds: $389K | Put options by funds: $4.14M

Holders
453
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
7.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
150
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
351
Lumature Wealth Partners
Georgia
$135K
ACM
352
Aquatic Capital Management
Illinois
$130K +$135K +2,400 New
HBT
353
Hills Bank & Trust
Iowa
$126K -$16.9K -300 -11%
C
354
Covestor
United Kingdom
$123K +$5.01K +89 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
355
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$120K -$218K -3,869 -64%
AWM
356
Accel Wealth Management
Iowa
$110K
HR
357
Howe & Rusling
New York
$108K
CCA
358
Column Capital Advisors
Indiana
$102K
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$100K -$52.9K -940 -34%
SPIA
360
Steward Partners Investment Advisory
New York
$97K +$10.6K +189 +12%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$97K +$23.2K +412 +30%
SC
362
SouthState Corp
Florida
$89K
Group One Trading
363
Group One Trading
Illinois
$88K +$91.2K +1,620 New
PHK
364
Point72 Hong Kong
Hong Kong
$86K -$133K -2,370 -60%
WTA
365
Washington Trust Advisors
Massachusetts
$77K -$619 -11 -0.8%
BCV
366
Banque Cantonale Vaudoise
Switzerland
$77K
TFA
367
Toth Financial Advisory
Virginia
$74K -$2.48K -44 -3%
AAP
368
Arax Advisory Partners
Colorado
$74K +$2.03K +36 +3%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$71K -$7.82K -139 -10%
Swedbank
370
Swedbank
Sweden
$70.1K
EWA
371
EverSource Wealth Advisors
Alabama
$70K +$72.7K +1,292 New
PO
372
Private Ocean
California
$64K
ST
373
Smithfield Trust
Pennsylvania
$63K
LS
374
Livforsakringsbolaget Skandia
Sweden
$62K
SC
375
Seldon Capital
California
$61K