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SEI Investments

439 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+14
Holders Change %
+3.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
376
Cutler Group
California
$34K +$34K +600 New
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$31K +$11K +198 +55%
APA
378
American Portfolios Advisors
New York
$30.2K
CTC
379
Central Trust Company
Missouri
$28K
EP
380
Eudaimonia Partners
Tennessee
$27K -$287 -5 -1%
BCA
381
Berman Capital Advisors
Georgia
$26K -$6.56K -117 -20%
BFEC
382
Benjamin F. Edwards & Company
Missouri
$26K
Fuller & Thaler Asset Management
383
Fuller & Thaler Asset Management
California
$26K
GWM
384
Geneos Wealth Management
Colorado
$24K -$22.1K -371 -48%
FPS
385
Fieldpoint Private Securities
Connecticut
$24K +$24K +418 New
FHA
386
First Horizon Advisors
Tennessee
$24K +$24K +431 New
ETC
387
Exchange Traded Concepts
Oklahoma
$22K +$22K +383 New
JWM
388
Janiczek Wealth Management
Colorado
$21K +$17.4K +300 +484%
CBT
389
CoreFirst Bank & Trust
Kansas
$21K +$21K +373 New
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$19K -$40.1K -696 -68%
PA
391
Parallel Advisors
California
$17K -$10.4K -176 -38%
S
392
SignatureFD
Georgia
$17K -$4.88K -87 -22%
QCG
393
Quadrant Capital Group
Ohio
$17K -$2.75K -48 -14%
ZB
394
Zions Bancorporation
Utah
$17K -$983 -17 -5%
IA
395
IFP Advisors
Florida
$15K -$4.25K -72 -22%
AIG
396
American International Group
New York
$12.4K -$366 -6,372 -3%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$12K
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$12K
GAM
399
Gemmer Asset Management
California
$12K
CHC
400
City Holding Co
West Virginia
$9K