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SEI Investments

442 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, 136 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more capital invested

Capital invested by funds: $5.65B → $5.96B (+$309M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0.69% more ownership

Funds ownership: 67.68%68.36% (+0.69%)

0% more funds holding

Funds holding: 441442 (+1)

20% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 170

51% less call options, than puts

Call options by funds: $816K | Put options by funds: $1.66M

Holders
442
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.76%
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
136
Reduced
170
Closed
42
Calls
$816K
Puts
$1.66M
Net Calls
-$846K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
401
American International Group
New York
$13.1K -$36.8K -628 -0.3%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$12K
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$12K
GAM
404
Gemmer Asset Management
California
$12K
EP
405
Eudaimonia Partners
Tennessee
$9K -$18.5K -316 -67%
BC
406
Bartlett & Co
Ohio
$9K
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$9K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$8.77K
ETC
409
Exchange Traded Concepts
Oklahoma
$8K -$14.3K -244 -64%
WTC
410
WhitTier Trust Company
Nevada
$8K
PWMG
411
Prestige Wealth Management Group
New Jersey
$7K
EW
412
Evoke Wealth
California
$7K +$3.46K +59 +94%
CWP
413
Concord Wealth Partners
Virginia
$7K +$6.68K +114 New
CG
414
Cutler Group
California
$6K -$29.3K -500 -83%
IA
415
IFP Advisors
Florida
$6K -$8.73K -149 -59%
FHC
416
First Horizon Corporation
Tennessee
$6K
LC
417
Lindbrook Capital
California
$6K
CFA
418
Carroll Financial Associates
North Carolina
$5K
DA
419
Denali Advisors
California
$5K
ME
420
McIlrath & Eck
Washington
$5K
NFG
421
Next Financial Group
Texas
$5K
CFD
422
Creative Financial Designs
Indiana
$4K
BWM
423
Baystate Wealth Management
Massachusetts
$3K
EARNEST Partners
424
EARNEST Partners
Georgia
$3K
Nisa Investment Advisors
425
Nisa Investment Advisors
Missouri
$2.84K