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SEI Investments
SEIC

Overview Fund Activity

451 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, 148 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-11
Holders Change %
-2.38%
% 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
148
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M

Top Buyers

1
TIA
1
Tandem Investment Advisors
South Carolina
$36.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$50.2M
3
American Century Companies
3
American Century Companies
Missouri
$32.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.5M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$624M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$19.4M
3
Ameriprise
3
Ameriprise
Minnesota
$36.1M
4
Man Group
4
Man Group
United Kingdom
$15.7M
5
RP
5
Reinhart Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
376
Endurance Wealth Management
Rhode Island
$54K – – –
IA
377
IFP Advisors
Florida
$52K – – –
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K – – –
First Manhattan
379
First Manhattan
New York
$47K – – –
BBHC
380
Brown Brothers Harriman & Co
New York
$46K – – –
HIA
381
Harbor Investment Advisory
Maryland
$44K – – –
MRCM
382
M&R Capital Management
New Jersey
$42K -$2.33K -44 -5%
PTC
383
Private Trust Company
Ohio
$39K +$39K +722 New
WT
384
Whittier Trust
California
$33K – – –
HPC
385
HM Payson & Co
Maine
$33K +$219 +4 +0.7%
SWM
386
Spire Wealth Management
Virginia
$33K +$643 +12 +2%
AWA
387
Artemis Wealth Advisors
New York
$33K -$3.19K -59 -9%
QCG
388
Quadrant Capital Group
Ohio
$32K -$14.2K -259 -31%
HBW
389
Hazlett, Burt & Watson
West Virginia
$32K – – –
CTC
390
Central Trust Company
Missouri
$26K – – –
FFA
391
Fairfield Financial Advisors
Massachusetts
$25.1K – – –
Baillie Gifford & Co
392
Baillie Gifford & Co
United Kingdom
$22K -$1.56K -29 -7%
Lazard Asset Management
393
Lazard Asset Management
New York
$22K – – –
CBT
394
CoreFirst Bank & Trust
Kansas
$20K – – –
GRP
395
Global Retirement Partners
California
$19K +$331 +6 +2%
CFD
396
Creative Financial Designs
Indiana
$17K – – –
ZB
397
Zions Bancorporation
Utah
$16K – – –
GWM
398
Geneos Wealth Management
Colorado
$16K – – –
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$15K +$1.51K +29 +11%
AF
400
Allworth Financial
California
$14K +$13.5K +246 +2,733%
14 15
16
17 18