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SEI Investments

472 hedge funds and large institutions have $5.92B invested in SEI Investments in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 160 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

6% more funds holding

Funds holding: 444472 (+28)

1.38% more ownership

Funds ownership: 68.51%69.89% (+1.4%)

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$193M)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 160

83% less call options, than puts

Call options by funds: $317K | Put options by funds: $1.82M

Holders
472
Holders Change
+28
Holders Change %
+6.31%
% of All Funds
7.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
142
Reduced
160
Closed
38
Calls
$317K
Puts
$1.82M
Net Calls
-$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
376
Toth Financial Advisory
Virginia
$86K -$1.55K -25 -2%
SO
377
STRS Ohio
Ohio
$84K
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$84K +$33.2K +535 +64%
Swedbank
379
Swedbank
Sweden
$79.6K
AAP
380
Arax Advisory Partners
Colorado
$79K +$2.11K +34 +3%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$77K -$18.6K -300 -19%
PO
382
Private Ocean
California
$73K
ST
383
Smithfield Trust
Pennsylvania
$73K
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$71K +$5.08K +82 +8%
LS
385
Livforsakringsbolaget Skandia
Sweden
$70K
SC
386
Seldon Capital
California
$68K +$69.5K +1,122 New
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
WT
388
Whittier Trust
California
$62K +$8.12K +131 +15%
EWM
389
Endurance Wealth Management
Rhode Island
$61K
C
390
Covestor
United Kingdom
$60K +$61.5K +992 New
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K
Twin Tree Management
392
Twin Tree Management
Texas
$53K -$1.18K -19 -2%
First Manhattan
393
First Manhattan
New York
$53K
MAM
394
Meeder Asset Management
Ohio
$53K +$26.3K +424 +94%
Lazard Asset Management
395
Lazard Asset Management
New York
$53K +$29.1K +469 +114%
S
396
SignatureFD
Georgia
$52K +$13.5K +218 +34%
UB
397
UMB Bank
Missouri
$52K +$52.3K +844 New
MRCM
398
M&R Capital Management
New Jersey
$50K -$6.2K -100 -11%
HIA
399
Harbor Investment Advisory
Maryland
$49K +$50K +807 New
Canada Pension Plan Investment Board
400
Canada Pension Plan Investment Board
Ontario, Canada
$45K -$1.79M -28,852 -97%