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SEI Investments

430 hedge funds and large institutions have $4.6B invested in SEI Investments in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-21
Holders Change %
-4.66%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
29
Increased
132
Reduced
168
Closed
49
Calls
$1.44M
Puts
$970K
Net Calls
+$471K
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$18K -$3.17M -64,826 -99%
CBT
377
CoreFirst Bank & Trust
Kansas
$18K
CFD
378
Creative Financial Designs
Indiana
$16K
A
379
AustralianSuper
Australia
$14.5K +$2.08K +42,326 +17%
GWM
380
Geneos Wealth Management
Colorado
$14K
ZB
381
Zions Bancorporation
Utah
$14K
MRCM
382
M&R Capital Management
New Jersey
$13K -$23.5K -511 -64%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$12K -$2.21K -45 -16%
RTC
384
Riverview Trust Company
Washington
$12K
APA
385
American Portfolios Advisors
New York
$11.6K -$687 -14 -6%
BTI
386
Blue Trust Inc
Georgia
$11K +$8.74K +170 +386%
CA
387
Crewe Advisors
Utah
$10K
AIM
388
Anchor Investment Management
South Carolina
$9.81K
HNB
389
Huntington National Bank
Ohio
$9K
EI
390
Ellevest Inc
New York
$8K +$7.7K +154 +2,567%
MCC
391
Money Concepts Capital
Florida
$7K
BCWM
392
Bartlett & Co Wealth Management
Ohio
$6.43K
WTC
393
WhitTier Trust Company
Nevada
$6K
BC
394
Bartlett & Co
Ohio
$6K
JWA
395
JFS Wealth Advisors
Pennsylvania
$6K +$2.48K +48 +71%
IRC
396
Investors Research Corp
Georgia
$6K +$2.93K +59 +95%
Bank of Montreal
397
Bank of Montreal
Ontario, Canada
$5.2K +$37 +731 +0.7%
PWMG
398
Prestige Wealth Management Group
New Jersey
$5K
ME
399
McIlrath & Eck
Washington
$4K
TWM
400
Tradition Wealth Management
Minnesota
$4K