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SEI Investments
SEIC

Overview Fund Activity

421 hedge funds and large institutions have $7.98B invested in SEI Investments in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+60
Holders Change %
+16.62%
% of All Funds
9.56%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
80
Increased
125
Reduced
132
Closed
19
Calls
$1.88M
Puts
$11.8M
Net Calls
-$9.91M
Net Calls Change
-$9.01M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$30M
2
Barclays
2
Barclays
United Kingdom
$28M
3
BlackRock
3
BlackRock
New York
$1B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$977M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.14B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$287M
2
NFA
2
Nationwide Fund Advisors
Ohio
$0
3
WA
3
Wasatch Advisors
Utah
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.6M
5
DDC
5
DF Dent & Co
Maryland
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
401
Legacy Financial Advisors
Kentucky
$6K +$6K +89 New
TCOV
402
Trust Company of Vermont
Vermont
$5K – – –
CBT
403
Capital Bank & Trust
California
$5K +$5K +66 New
PWM
404
Paulson Wealth Management
Illinois
$5K +$5K +70 New
CFD
405
Creative Financial Designs
Indiana
$4K – – –
BWM
406
Baystate Wealth Management
Massachusetts
$4K – – –
PA
407
Parallel Advisors
California
$4K – – –
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +52 New
STA
409
Summit Trail Advisors
New York
$4K +$4K +54 New
SWM
410
SeaCrest Wealth Management
New York
$3K +$3K +41 New
EARNEST Partners
411
EARNEST Partners
Georgia
$3K +$3K +42 New
TL
412
TrueWealth LLC
Georgia
$3K +$3K +45 New
VCM
413
Versant Capital Management
Arizona
$2K – – –
EA
414
Edge Advisors
Georgia
$2K +$2K +40 New
FMA
415
FNY Managed Accounts
New York
$1K -$19.5K -468 -95%
PHK
416
Point72 Hong Kong
Hong Kong
$1K -$17.4K -313 -95%
QI
417
QS Investors
New York
$1K – – –
WA
418
Winfield Associates
Ohio
$1K – – –
Walleye Trading
419
Walleye Trading
New York
$122 +$122 +1,700 New
PCG
420
Private Capital Group
Connecticut
$120 +$120 +1,662 New
NFA
421
Nationwide Fund Advisors
Ohio
– -$38.1M -624,270 Closed
WA
422
Wasatch Advisors
Utah
– -$37M -605,791 Closed
Nomura Holdings
423
Nomura Holdings
Japan
– -$3.78M -62,100 Closed
Millennium Management
424
Millennium Management
New York
– -$3.17M -51,970 Closed
IP
425
Interval Partners
New York
– -$2.53M -41,365 Closed
14 15 16
17
18