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SEI Investments

442 hedge funds and large institutions have $5.73B invested in SEI Investments in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+5
Holders Change %
+1.14%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
136
Reduced
161
Closed
30
Calls
$453K
Puts
$3.37M
Net Calls
-$2.91M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
376
HM Payson & Co
Maine
$36K
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$36K +$27.1K +455 +305%
AWA
378
Artemis Wealth Advisors
New York
$35.6K +$14.1K +237 +65%
PA
379
Parallel Advisors
California
$32K +$14.6K +245 +84%
BCA
380
Berman Capital Advisors
Georgia
$30K +$5.54K +94 +23%
Group One Trading
381
Group One Trading
Illinois
$30K +$30K +500 New
PCG
382
Private Capital Group
Connecticut
$29K -$1.56K -26 -5%
CTC
383
Central Trust Company
Missouri
$29K
MAM
384
Meeder Asset Management
Ohio
$27K -$11.7K -196 -30%
QCG
385
Quadrant Capital Group
Ohio
$25K +$5.32K +90 +27%
GKWIM
386
Gerber Kawasaki Wealth & Investment Management
California
$25K +$25K +433 New
Lazard Asset Management
387
Lazard Asset Management
New York
$24K -$2.52K -43 -9%
SSB
388
Sandy Spring Bank
Maryland
$24K +$5.27K +90 +28%
Baillie Gifford & Co
389
Baillie Gifford & Co
United Kingdom
$24K +$24K +400 New
CBT
390
CoreFirst Bank & Trust
Kansas
$22K
HNB
391
Huntington National Bank
Ohio
$20K -$26.1K -438 -57%
GWM
392
Geneos Wealth Management
Colorado
$19K
Bessemer Group
393
Bessemer Group
New Jersey
$19K
ZB
394
Zions Bancorporation
Utah
$17K -$234 -4 -1%
DFCM
395
Dark Forest Capital Management
Puerto Rico
$14K -$39K -635 -74%
FPS
396
Fieldpoint Private Securities
Connecticut
$14K +$715 +12 +5%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$12K
Fuller & Thaler Asset Management
398
Fuller & Thaler Asset Management
California
$12K
GAM
399
Gemmer Asset Management
California
$12K
AIM
400
Anchor Investment Management
South Carolina
$11.9K -$4.45K -75 -27%