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SEI Investments
SEIC

Overview Fund Activity

422 hedge funds and large institutions have $5.75B invested in SEI Investments in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
422
Holders Change
+9
Holders Change %
+2.18%
% of All Funds
8.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
63
Increased
129
Reduced
148
Closed
50
Calls
$1.03M
Puts
$4.23M
Net Calls
-$3.2M
Net Calls Change
-$1.94M

Top Buyers

1
Canada Life
1
Canada Life
Manitoba, Canada
$73M
2
Citadel Advisors
2
Citadel Advisors
Florida
$38.8M
3
Invesco
3
Invesco
Georgia
$38.3M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$15.8M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$33.6M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$166M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
BlackRock
3
BlackRock
New York
$719M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.2M
5
Parnassus Investments
5
Parnassus Investments
California
$25.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$5K 88 +88 New
CG
402
Cutler Group
California
$5K 100 +100 New
AWA
403
Arkadios Wealth Advisors
Georgia
$4.17K 74 – –
CFA
404
Carroll Financial Associates
North Carolina
$4K 90 – –
LC
405
Lindbrook Capital
California
$4K 76 +39 +105%
TPCW
406
TD Private Client Wealth
New York
$3.41K 62 +62 New
BWM
407
Baystate Wealth Management
Massachusetts
$3K 51 – –
EW
408
Evoke Wealth
California
$3K 63 – –
CFD
409
Creative Financial Designs
Indiana
$3K 60 +60 New
TWA
410
TCI Wealth Advisors
Arizona
$2K 41 -60 -59%
TL
411
TrueWealth LLC
Georgia
$2K 30 -15 -33%
BWM
412
BerganKDV Wealth Management
Minnesota
$2K 28 – –
HGWM
413
Harvest Group Wealth Management
Massachusetts
$2K 39 – –
GC
414
Globeflex Capital
California
$2K 31 – –
EI
415
Ellevest Inc
New York
$2K 40 – –
EARNEST Partners
416
EARNEST Partners
Georgia
$2K 42 – –
VFA
417
Valeo Financial Advisors
Indiana
$2K 44 +44 New
VCM
418
Versant Capital Management
Arizona
$1K 31 – –
GWS
419
Glassman Wealth Services
Virginia
$1K 12 +8 +200%
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 12 +12 New
AWM
421
Apollon Wealth Management
South Carolina
$1K 26 +26 New
GEA
422
Glen Eagle Advisors
New Jersey
$440 8 +2 +33%
JCM
423
Junto Capital Management
New York
– – -510,400 Closed
ACL
424
Azora Capital LP
Florida
– – -412,289 Closed
ROC
425
Running Oak Capital
Minnesota
– – -89,124 Closed
15 16
17
18 19