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SEI Investments

437 hedge funds and large institutions have $6.03B invested in SEI Investments in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 147 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
46
Increased
147
Reduced
149
Closed
45
Calls
$2.97M
Puts
$4.36M
Net Calls
-$1.39M
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Shares
Change %
PGWM
401
Parisi Gray Wealth Management
New Jersey
$10K +$10K +162 New
HIM
402
Hillsdale Investment Management
Ontario, Canada
$9K -$408K -6,800 -98%
BC
403
Bartlett & Co
Ohio
$9K
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$60 +1 +0.7%
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$9K +$7.91K +131 +728%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$8.92K
WTC
407
WhitTier Trust Company
Nevada
$8K
SPIA
408
Steward Partners Investment Advisory
New York
$8K +$5.16K +80 +182%
PWMG
409
Prestige Wealth Management Group
New Jersey
$7K
CWP
410
Concord Wealth Partners
Virginia
$7K
IA
411
IFP Advisors
Florida
$7K +$875 +15 +14%
ME
412
McIlrath & Eck
Washington
$6K
LC
413
Lindbrook Capital
California
$6K
FHC
414
First Horizon Corporation
Tennessee
$6K
DA
415
Denali Advisors
California
$5K -$548 -8 -10%
NFG
416
Next Financial Group
Texas
$5K
GWSG
417
GPS Wealth Strategies Group
Colorado
$5K +$5K +81 New
TWM
418
Tradition Wealth Management
Minnesota
$5K +$5K +82 New
EW
419
Evoke Wealth
California
$4K -$3.75K -59 -48%
CFD
420
Creative Financial Designs
Indiana
$4K
AWA
421
Arkadios Wealth Advisors
Georgia
$4K +$4K +74 New
BFEC
422
Benjamin F. Edwards & Company
Missouri
$3K -$26.1K -400 -90%
TWA
423
TCI Wealth Advisors
Arizona
$3K
EARNEST Partners
424
EARNEST Partners
Georgia
$3K
BWM
425
Baystate Wealth Management
Massachusetts
$3K +$58 +1 +2%