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SEI Investments
SEIC

Overview Fund Activity

440 hedge funds and large institutions have $5.96B invested in SEI Investments in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
135
Reduced
170
Closed
42
Calls
$816K
Puts
$1.66M
Net Calls
-$846K
Net Calls Change
-$667K

Top Buyers

1
RA
Royce & Associates
New York
$76.8M
2
SO
STRS Ohio
Ohio
$28.6M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$125M
4
PCM
Prana Capital Management
Connecticut
$16M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$96K
2
Millennium Management
Millennium Management
New York
$16.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$881M
4
Citadel Advisors
Citadel Advisors
Florida
$3.04M
5
Vanguard Group
Vanguard Group
Pennsylvania
$761M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
GAM
402
Gemmer Asset Management
California
$12K – – –
EP
403
Eudaimonia Partners
Tennessee
$9K -$18.5K -316 -67%
BC
404
Bartlett & Co
Ohio
$9K – – –
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
BCWM
406
Bartlett & Co Wealth Management
Ohio
$8.77K – – –
ETC
407
Exchange Traded Concepts
Oklahoma
$8K -$14K -244 -64%
WTC
408
WhitTier Trust Company
Nevada
$8K – – –
PWMG
409
Prestige Wealth Management Group
New Jersey
$7K – – –
EW
410
Evoke Wealth
California
$7K +$3.39K +59 +94%
CWP
411
Concord Wealth Partners
Virginia
$7K +$7K +114 New
CG
412
Cutler Group
California
$6K -$30K -500 -83%
IA
413
IFP Advisors
Florida
$6K -$8.51K -149 -59%
LC
414
Lindbrook Capital
California
$6K – – –
FHC
415
First Horizon Corporation
Tennessee
$6K – – –
DA
416
Denali Advisors
California
$5K – – –
CFA
417
Carroll Financial Associates
North Carolina
$5K – – –
NFG
418
Next Financial Group
Texas
$5K – – –
ME
419
McIlrath & Eck
Washington
$5K – – –
CFD
420
Creative Financial Designs
Indiana
$4K – – –
BWM
421
Baystate Wealth Management
Massachusetts
$3K – – –
EARNEST Partners
422
EARNEST Partners
Georgia
$3K – – –
Nisa Investment Advisors
423
Nisa Investment Advisors
Missouri
$2.84K – – –
SPIA
424
Steward Partners Investment Advisory
New York
$2.68K – – –
TPCW
425
TD Private Client Wealth
New York
$2.01K – – –
15 16
17
18 19