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SEI Investments
SEIC

Overview Fund Activity

470 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, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+28
Holders Change %
+6.33%
% 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
159
Closed
38
Calls
$317K
Puts
$1.82M
Net Calls
-$1.5M
Net Calls Change
+$1.41M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$83.9M
2
Canada Life
Canada Life
Manitoba, Canada
$120M
3
Brown Advisory
Brown Advisory
Maryland
$37.6M
4
Millennium Management
Millennium Management
New York
$60.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11.4M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$803M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$51.9M
3
SM
Sunriver Management
Connecticut
$0
4
SSA
Schonfeld Strategic Advisors
New York
$0
5
UBS AM
UBS AM
Illinois
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$84K +$32.8K +535 +64%
Swedbank
377
Swedbank
Sweden
$79.6K – – –
AAP
378
Arax Advisory Partners
Colorado
$79K +$2.07K +34 +3%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$77K -$18.1K -300 -19%
ST
380
Smithfield Trust
Pennsylvania
$73K – – –
PO
381
Private Ocean
California
$73K – – –
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$71K +$4.98K +82 +8%
LS
383
Livforsakringsbolaget Skandia
Sweden
$70K – – –
SC
384
Seldon Capital
California
$68K +$68K +1,122 New
SIAP
385
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K – – –
WT
386
Whittier Trust
California
$62K +$7.93K +131 +15%
EWM
387
Endurance Wealth Management
Rhode Island
$61K – – –
C
388
Covestor
United Kingdom
$60K +$60K +992 New
LWCFA
389
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –
Twin Tree Management
390
Twin Tree Management
Texas
$53K -$1.16K -19 -2%
First Manhattan
391
First Manhattan
New York
$53K – – –
MAM
392
Meeder Asset Management
Ohio
$53K +$25.6K +424 +94%
Lazard Asset Management
393
Lazard Asset Management
New York
$53K +$28.3K +469 +114%
S
394
SignatureFD
Georgia
$52K +$13.3K +218 +34%
UB
395
UMB Bank
Missouri
$52K +$52K +844 New
MRCM
396
M&R Capital Management
New Jersey
$50K -$6K -100 -11%
HIA
397
Harbor Investment Advisory
Maryland
$49K +$49K +807 New
Canada Pension Plan Investment Board
398
Canada Pension Plan Investment Board
Ontario, Canada
$45K -$1.73M -28,852 -97%
RIM
399
Rockbridge Investment Management
New York
$40K – – –
TCOV
400
Trust Company of Vermont
Vermont
$40K +$40K +656 New
14 15
16
17 18