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SEI Investments
SEIC

Overview Fund Activity

429 hedge funds and large institutions have $6.89B invested in SEI Investments in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
9.83%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
48
Increased
146
Reduced
135
Closed
43
Calls
$1.88M
Puts
$1.8M
Net Calls
+$84K
Net Calls Change
+$9.05M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$27.6M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$26.5M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$25.9M
4
PCM
Prana Capital Management
Connecticut
+$20.8M
5
Deutsche Bank
Deutsche Bank
Germany
+$19M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$58.9M
2
AL
AJO LP
Pennsylvania
-$30.5M
3
DAC
Dividend Assets Capital
South Carolina
-$29.7M
4
KCM
Kornitzer Capital Management
Kansas
-$28.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
376
Whittier Trust
California
$33K – – –
OWA
377
One Wealth Advisors
California
$30K -$3.34K -54 -10%
WWM
378
Willingdon Wealth Management
North Carolina
$30K -$3.14K -50 -9%
CTC
379
Central Trust Company
Missouri
$30K – – –
GRP
380
Global Retirement Partners
California
$28K – – –
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
LNB
382
Ledyard National Bank
$27K – – –
Bessemer Group
383
Bessemer Group
New Jersey
$27K +$27K +430 New
Rockefeller Capital Management
384
Rockefeller Capital Management
New York
$25K +$25K +395 New
AssetMark Inc
385
AssetMark Inc
California
$24K – – –
MFW
386
Mosaic Family Wealth
Missouri
$24K +$10.8K +170 +82%
PFBT
387
Parkside Financial Bank & Trust
Missouri
$22K – – –
MYIA
388
Mount Yale Investment Advisors
Colorado
$21K -$277K -4,333 -93%
PA
389
Parallel Advisors
California
$20K +$16.6K +277 +495%
GWM
390
Geneos Wealth Management
Colorado
$18K – – –
AC
391
Avestar Capital
New York
$18K – – –
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
GAM
393
Gemmer Asset Management
California
$16K – – –
PGWM
394
Parisi Gray Wealth Management
New Jersey
$16K – – –
CHC
395
City Holding Co
West Virginia
$15K – – –
WAP
396
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
WA
397
WealthTrust-Arizona
Arizona
$13K -$809 -13 -6%
CB
398
Community Bank
New York
$13K – – –
CBOA
399
Commonwealth Bank of Australia
Australia
$12K – – –
ST
400
Smithfield Trust
Pennsylvania
$12K – – –
14 15
16
17 18