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SEI Investments
SEIC

Overview Fund Activity

413 hedge funds and large institutions have $5.12B invested in SEI Investments in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 168 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-24
Holders Change %
-5.49%
% of All Funds
9.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
44
Increased
122
Reduced
168
Closed
64
Calls
$1.4M
Puts
$2.66M
Net Calls
-$1.26M
Net Calls Change
-$1.14M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$61M
2
Millennium Management
Millennium Management
New York
$29.8M
3
JCM
Junto Capital Management
New York
$23.7M
4
ACL
Azora Capital LP
Florida
$19.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$663M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$727M
2
Citadel Advisors
Citadel Advisors
Florida
$6.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21M
4
Parnassus Investments
Parnassus Investments
California
$42.9M
5
State Street
State Street
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
QT
377
Quantbot Technologies
New York
$8K -$8.22K -191 -51%
CHC
378
City Holding Co
West Virginia
$8K – – –
OPS
379
Orion Portfolio Solutions
Nebraska
$7K -$636 -13 -8%
AW
380
Alpha Windward
Massachusetts
$7K – – –
Bessemer Group
381
Bessemer Group
New Jersey
$7K +$724 +15 +12%
WTC
382
WhitTier Trust Company
Nevada
$6K – – –
JSC
383
Jackson Square Capital
California
$5K -$2.31K -54 -32%
VCP
384
Verus Capital Partners
Arizona
$5K – – –
TWA
385
TCI Wealth Advisors
Arizona
$5K – – –
PWMG
386
Prestige Wealth Management Group
New Jersey
$5K +$5K +105 New
NFG
387
Next Financial Group
Texas
$4K -$39K -790 -91%
ME
388
McIlrath & Eck
Washington
$4K – – –
CFA
389
Carroll Financial Associates
North Carolina
$4K – – –
TFGT
390
TS Financial Group (TSFG)
Illinois
$4K – – –
BL
391
Balentine LLC
Georgia
$4K +$410 +8 +11%
AWA
392
Arkadios Wealth Advisors
Georgia
$3.43K +$3.43K +74 New
CWA
393
Core Wealth Advisors
Florida
$3K +$3K +54 New
EW
394
Evoke Wealth
California
$2.92K -$1.67K -36 -36%
LC
395
Lindbrook Capital
California
$2K -$17.1K -316 -90%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$2K -$13.3K -265 -87%
TL
397
TrueWealth LLC
Georgia
$2K – – –
BWM
398
Baystate Wealth Management
Massachusetts
$2K – – –
EARNEST Partners
399
EARNEST Partners
Georgia
$2K – – –
EI
400
Ellevest Inc
New York
$2K +$750 +15 +60%
14 15
16
17 18