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SEI Investments

442 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, 136 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more capital invested

Capital invested by funds: $5.65B → $5.96B (+$309M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0.69% more ownership

Funds ownership: 67.68%68.36% (+0.69%)

0% more funds holding

Funds holding: 441442 (+1)

20% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 170

51% less call options, than puts

Call options by funds: $816K | Put options by funds: $1.66M

Holders
442
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.76%
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
136
Reduced
170
Closed
42
Calls
$816K
Puts
$1.66M
Net Calls
-$846K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
376
HM Payson & Co
Maine
$37K
JWM
377
Janiczek Wealth Management
Colorado
$37K +$14.4K +246 +68%
SWM
378
Spire Wealth Management
Virginia
$37K +$35.4K +604 New
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$33K +$31.5K +537 New
APA
380
American Portfolios Advisors
New York
$32K
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$31K +$10.1K +172 +52%
Lazard Asset Management
382
Lazard Asset Management
New York
$30K -$356K -6,067 -92%
CTC
383
Central Trust Company
Missouri
$29K
BFEC
384
Benjamin F. Edwards & Company
Missouri
$27K
Fuller & Thaler Asset Management
385
Fuller & Thaler Asset Management
California
$27K
FHA
386
First Horizon Advisors
Tennessee
$26K
BCA
387
Berman Capital Advisors
Georgia
$25K -$2.93K -50 -11%
CBT
388
CoreFirst Bank & Trust
Kansas
$23K
AWA
389
Artemis Wealth Advisors
New York
$22.7K +$21.9K +373 New
Simplex Trading
390
Simplex Trading
Illinois
$21K +$20.3K +347 New
MAM
391
Meeder Asset Management
Ohio
$20K -$19.6K -334 -51%
GWM
392
Geneos Wealth Management
Colorado
$20K -$4.34K -74 -18%
Bessemer Group
393
Bessemer Group
New Jersey
$19K +$10.7K +183 +141%
SSB
394
Sandy Spring Bank
Maryland
$19K +$18.8K +320 New
QCG
395
Quadrant Capital Group
Ohio
$18K
S
396
SignatureFD
Georgia
$18K
ZB
397
Zions Bancorporation
Utah
$18K
AIM
398
Anchor Investment Management
South Carolina
$16.8K -$22K -375 -58%
PA
399
Parallel Advisors
California
$16K -$1.82K -31 -11%
FPS
400
Fieldpoint Private Securities
Connecticut
$14K -$11.4K -195 -47%