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SEI Investments
SEIC

Overview Fund Activity

440 hedge funds and large institutions have $5.96B invested in SEI Investments in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
135
Reduced
170
Closed
42
Calls
$816K
Puts
$1.66M
Net Calls
-$846K
Net Calls Change
-$667K

Top Buyers

1
RA
Royce & Associates
New York
$76.8M
2
SO
STRS Ohio
Ohio
$28.6M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$125M
4
PCM
Prana Capital Management
Connecticut
$16M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$96K
2
Millennium Management
Millennium Management
New York
$16.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$881M
4
Citadel Advisors
Citadel Advisors
Florida
$3.04M
5
Vanguard Group
Vanguard Group
Pennsylvania
$761M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
376
Spire Wealth Management
Virginia
$37K +$37K +604 New
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$33K +$33K +537 New
APA
378
American Portfolios Advisors
New York
$32K – – –
CAPTRUST Financial Advisors
379
CAPTRUST Financial Advisors
North Carolina
$31K +$10.6K +172 +52%
Lazard Asset Management
380
Lazard Asset Management
New York
$30K -$365K -6,067 -92%
CTC
381
Central Trust Company
Missouri
$29K – – –
Fuller & Thaler Asset Management
382
Fuller & Thaler Asset Management
California
$27K – – –
BFEC
383
Benjamin F. Edwards & Company
Missouri
$27K – – –
FHA
384
First Horizon Advisors
Tennessee
$26K – – –
BCA
385
Berman Capital Advisors
Georgia
$25K -$3.02K -50 -11%
CBT
386
CoreFirst Bank & Trust
Kansas
$23K – – –
AWA
387
Artemis Wealth Advisors
New York
$22.7K +$22.7K +373 New
Simplex Trading
388
Simplex Trading
Illinois
$21K +$21K +347 New
MAM
389
Meeder Asset Management
Ohio
$20K -$20.6K -334 -51%
GWM
390
Geneos Wealth Management
Colorado
$20K -$4.5K -74 -18%
Bessemer Group
391
Bessemer Group
New Jersey
$19K +$11.1K +183 +141%
SSB
392
Sandy Spring Bank
Maryland
$19K +$19K +320 New
S
393
SignatureFD
Georgia
$18K – – –
QCG
394
Quadrant Capital Group
Ohio
$18K – – –
ZB
395
Zions Bancorporation
Utah
$18K – – –
AIM
396
Anchor Investment Management
South Carolina
$16.8K -$22.8K -375 -58%
PA
397
Parallel Advisors
California
$16K -$1.92K -31 -11%
FPS
398
Fieldpoint Private Securities
Connecticut
$14K -$12.2K -195 -47%
AIG
399
American International Group
New York
$13.1K -$38 -628 -0.3%
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
14 15
16
17 18