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SEI Investments
SEIC

Overview Fund Activity

413 hedge funds and large institutions have $5.12B invested in SEI Investments in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 168 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-24
Holders Change %
-5.49%
% of All Funds
9.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
44
Increased
122
Reduced
168
Closed
64
Calls
$1.4M
Puts
$2.66M
Net Calls
-$1.26M
Net Calls Change
-$1.14M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$61M
2
Millennium Management
Millennium Management
New York
$29.8M
3
JCM
Junto Capital Management
New York
$23.7M
4
ACL
Azora Capital LP
Florida
$19.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$663M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$727M
2
Citadel Advisors
Citadel Advisors
Florida
$6.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21M
4
Parnassus Investments
Parnassus Investments
California
$42.9M
5
State Street
State Street
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
401
Associated Banc-Corp
Wisconsin
$2K +$2K +41 New
HGWM
402
Harvest Group Wealth Management
Massachusetts
$1K -$3.13K -122 -76%
BWM
403
BerganKDV Wealth Management
Minnesota
$1K – – –
GC
404
Globeflex Capital
California
$1K – – –
VCM
405
Versant Capital Management
Arizona
$1K – – –
CI
406
CX Institutional
Indiana
$1K – – –
SFSIG
407
San Francisco Sentry Investment Group
California
$1K +$1K +18 New
LSA
408
Lion Street Advisors
Texas
$1K +$1K +18 New
AP
409
Arlington Partners
Alabama
$1K +$1K +24 New
BWA
410
BDO Wealth Advisors
Florida
$1K +$1K +29 New
SSB
411
Sandy Spring Bank
Maryland
$1K +$1K +31 New
GEA
412
Glen Eagle Advisors
New Jersey
$278 – – –
FGAM
413
Financial Gravity Asset Management
Texas
$136 +$136 +3 New
ERIM
414
Eagle Ridge Investment Management
Connecticut
– -$8.38M -127,963 Closed
OAC
415
OMERS Administration Corp
Ontario, Canada
– -$3.6M -54,900 Closed
Pacer Advisors
416
Pacer Advisors
Pennsylvania
– -$2.81M -42,878 Closed
CIA
417
Capital Impact Advisors
Massachusetts
– -$2.36M -36,052 Closed
AI
418
Atria Investments
North Carolina
– -$2.07M -31,596 Closed
BA
419
Bridgewater Associates
Connecticut
– -$2.03M -31,026 Closed
RA
420
Rational Advisors
New York
– -$1.57M -23,911 Closed
TCM
421
Tuttle Capital Management
Connecticut
– -$1.54M -23,443 Closed
SSA
422
Schonfeld Strategic Advisors
New York
– -$1.44M -22,000 Closed
WGCA
423
Wolf Group Capital Advisors
Virginia
– -$1.4M -21,326 Closed
AFA
424
Abacus FCF Advisors
Florida
– -$1.35M -20,441 Closed
CWM
425
CIBC World Markets
New York
– -$1.15M -17,500 Closed
15 16
17
18 19