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SEI Investments

439 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+14
Holders Change %
+3.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +150 New
VCG
402
Vantage Consulting Group
Virginia
$9K +$9K +151 New
BCWM
403
Bartlett & Co Wealth Management
Ohio
$8.33K +$8.33K +144 New
CCA
404
Childress Capital Advisors
Texas
$8K +$8K +140 New
BC
405
Bartlett & Co
Ohio
$8K +$8K +144 New
WTC
406
WhitTier Trust Company
Nevada
$7K
Bessemer Group
407
Bessemer Group
New Jersey
$7K
ICP
408
Interchange Capital Partners
Pennsylvania
$7K +$7K +122 New
PWMG
409
Prestige Wealth Management Group
New Jersey
$6K +$324 +6 +6%
LC
410
Lindbrook Capital
California
$6K +$1.49K +25 +33%
FHC
411
First Horizon Corporation
Tennessee
$6K +$3.03K +53 +102%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$5K
ME
413
McIlrath & Eck
Washington
$5K
TFGT
414
TS Financial Group (TSFG)
Illinois
$5K
CFA
415
Carroll Financial Associates
North Carolina
$5K
NFG
416
Next Financial Group
Texas
$5K
DA
417
Denali Advisors
California
$5K +$5K +81 New
TWM
418
Tradition Wealth Management
Minnesota
$5K +$5K +82 New
EW
419
Evoke Wealth
California
$4K
FCH
420
Freestone Capital Holdings
Washington
$3.1K
CFD
421
Creative Financial Designs
Indiana
$3K
BWM
422
Baystate Wealth Management
Massachusetts
$3K
SPIA
423
Steward Partners Investment Advisory
New York
$3K +$3K +44 New
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$3K +$3K +60 New
GC
425
Globeflex Capital
California
$2K