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SEI Investments
SEIC

Overview Fund Activity

437 hedge funds and large institutions have $7.32B invested in SEI Investments in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 156 reducing their positions, and 29 closing their positions.

Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
58
Increased
129
Reduced
156
Closed
29
Calls
$8K
Puts
$132K
Net Calls
-$124K
Net Calls Change
+$131K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$482M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$1.08B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$915M
4
BlackRock
4
BlackRock
New York
$919M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$73M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$56.5M
2
Franklin Resources
2
Franklin Resources
California
$6.14M
3
Fidelity International
3
Fidelity International
Bermuda
$20.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Barclays
5
Barclays
United Kingdom
$6.57M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
401
Sowell Financial Services
Arkansas
$12K 177 – –
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$12K 194 – –
PA
403
Parallel Advisors
California
$11K 165 – –
CHC
404
City Holding Co
West Virginia
$11K 164 – –
JSC
405
Jackson Square Capital
California
$11K 171 +171 New
HGWM
406
Harvest Group Wealth Management
Massachusetts
$10K 161 – –
AW
407
Alpha Windward
Massachusetts
$10K 148 +148 New
OPS
408
Orion Portfolio Solutions
Nebraska
$10K 156 +156 New
Bessemer Group
409
Bessemer Group
New Jersey
$9K 130 – –
WTC
410
WhitTier Trust Company
Nevada
$9K 130 – –
RIA
411
Realta Investment Advisors
Delaware
$8K 130 – –
FA
412
Fortis Advisors
Pennsylvania
$7K 100 – –
TWA
413
TCI Wealth Advisors
Arizona
$7K 101 – –
SQA
414
Simon Quick Advisors
New Jersey
$7K 104 +19 +22%
VCP
415
Verus Capital Partners
Arizona
$7K 100 +100 New
EW
416
Evoke Wealth
California
$6.52K 99 -2 -2%
ME
417
McIlrath & Eck
Washington
$6K 89 -22 -20%
TFGT
418
TS Financial Group (TSFG)
Illinois
$6K 90 – –
BL
419
Balentine LLC
Georgia
$5K 70 – –
CFA
420
Carroll Financial Associates
North Carolina
$5K 90 +90 New
SPIA
421
Steward Partners Investment Advisory
New York
$4K 73 – –
QCG
422
Quadrant Capital Group
Ohio
$4K 76 +21 +38%
TL
423
TrueWealth LLC
Georgia
$3K 45 – –
EARNEST Partners
424
EARNEST Partners
Georgia
$3K 42 – –
BWM
425
Baystate Wealth Management
Massachusetts
$3K 51 – –
15 16
17
18 19