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SEI Investments

453 hedge funds and large institutions have $5.16B invested in SEI Investments in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.08% less ownership

Funds ownership: 69.69%69.61% (-0.08%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

7% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 162

2% less funds holding

Funds holding: 464453 (-11)

11% less capital invested

Capital invested by funds: $5.79B → $5.16B (-$631M)

91% less call options, than puts

Call options by funds: $389K | Put options by funds: $4.14M

Holders
453
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
7.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
150
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
376
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$56K +$450 +8 +0.8%
SOW
377
State of Wyoming
Wyoming
$54K -$19.1K -340 -25%
EWM
378
Endurance Wealth Management
Rhode Island
$54K
IA
379
IFP Advisors
Florida
$52K
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K
First Manhattan
381
First Manhattan
New York
$47K
BBHC
382
Brown Brothers Harriman & Co
New York
$46K
HIA
383
Harbor Investment Advisory
Maryland
$44K
MRCM
384
M&R Capital Management
New Jersey
$42K -$2.48K -44 -5%
PTC
385
Private Trust Company
Ohio
$39K +$40.6K +722 New
WT
386
Whittier Trust
California
$33K
HPC
387
HM Payson & Co
Maine
$33K +$225 +4 +0.7%
SWM
388
Spire Wealth Management
Virginia
$33K +$675 +12 +2%
AWA
389
Artemis Wealth Advisors
New York
$33K -$3.32K -59 -9%
QCG
390
Quadrant Capital Group
Ohio
$32K -$14.6K -259 -31%
HBW
391
Hazlett, Burt & Watson
West Virginia
$32K
CTC
392
Central Trust Company
Missouri
$26K
FFA
393
Fairfield Financial Advisors
Massachusetts
$25.1K
Baillie Gifford & Co
394
Baillie Gifford & Co
United Kingdom
$22K -$1.63K -29 -7%
Lazard Asset Management
395
Lazard Asset Management
New York
$22K
CBT
396
CoreFirst Bank & Trust
Kansas
$20K
GRP
397
Global Retirement Partners
California
$19K +$338 +6 +2%
CFD
398
Creative Financial Designs
Indiana
$17K
GWM
399
Geneos Wealth Management
Colorado
$16K
ZB
400
Zions Bancorporation
Utah
$16K