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SEI Investments

430 hedge funds and large institutions have $4.6B invested in SEI Investments in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-21
Holders Change %
-4.66%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
29
Increased
132
Reduced
168
Closed
49
Calls
$1.44M
Puts
$970K
Net Calls
+$471K
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Shares
Change %
Swedbank
351
Swedbank
Sweden
$63.7K
EWA
352
EverSource Wealth Advisors
Alabama
$61K -$2.51K -51 -4%
ST
353
Smithfield Trust
Pennsylvania
$59K
PO
354
Private Ocean
California
$58K
IA
355
IFP Advisors
Florida
$57K +$5.55K +80 +11%
Bessemer Group
356
Bessemer Group
New Jersey
$57K +$50.6K +1,028 +791%
SC
357
Seldon Capital
California
$55K
O
358
Ossiam
France
$50K -$621K -12,613 -93%
EWM
359
Endurance Wealth Management
Rhode Island
$49K
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K
First Manhattan
361
First Manhattan
New York
$42K
Canada Pension Plan Investment Board
362
Canada Pension Plan Investment Board
Ontario, Canada
$41K -$1.56M -31,900 -97%
HIA
363
Harbor Investment Advisory
Maryland
$40K
WFA
364
Wipfli Financial Advisors
Wisconsin
$40K +$40K +808 New
PTC
365
Private Trust Company
Ohio
$35K
SWM
366
Spire Wealth Management
Virginia
$31K +$880 +18 +3%
HBW
367
Hazlett, Burt & Watson
West Virginia
$30K
WT
368
Whittier Trust
California
$30K
QCG
369
Quadrant Capital Group
Ohio
$30K +$993 +20 +3%
AWA
370
Artemis Wealth Advisors
New York
$30K
HPC
371
HM Payson & Co
Maine
$29K -$193 -4 -0.7%
CTC
372
Central Trust Company
Missouri
$24K
FFA
373
Fairfield Financial Advisors
Massachusetts
$22.8K
Baillie Gifford & Co
374
Baillie Gifford & Co
United Kingdom
$20K
GRP
375
Global Retirement Partners
California
$19K