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SEI Investments

442 hedge funds and large institutions have $5.73B invested in SEI Investments in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+5
Holders Change %
+1.14%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
136
Reduced
161
Closed
30
Calls
$453K
Puts
$3.37M
Net Calls
-$2.91M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$11.2K +$11.2K +189 New
AF
402
Allworth Financial
California
$11K +$11K +192 New
CA
403
Crewe Advisors
Utah
$10K +$10K +166 New
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$9K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
405
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K -$2.23M -36,496 -100%
CFA
406
Carroll Financial Associates
North Carolina
$8K -$41.3K -764 -84%
BC
407
Bartlett & Co
Ohio
$8K -$794 -13 -9%
WTC
408
WhitTier Trust Company
Nevada
$8K
IA
409
IFP Advisors
Florida
$8K +$441 +7 +6%
LC
410
Lindbrook Capital
California
$8K +$1.93K +32 +32%
BCWM
411
Bartlett & Co Wealth Management
Ohio
$7.77K -$771 -13 -9%
PWMG
412
Prestige Wealth Management Group
New Jersey
$7K
CWP
413
Concord Wealth Partners
Virginia
$7K
VCM
414
Vigilant Capital Management
Maine
$6K +$6K +93 New
NFG
415
Next Financial Group
Texas
$5K
ME
416
McIlrath & Eck
Washington
$5K
TWM
417
Tradition Wealth Management
Minnesota
$5K
DOA
418
D'Orazio & Associates
Virginia
$5K +$5K +85 New
AWA
419
Arkadios Wealth Advisors
Georgia
$4K
DA
420
Denali Advisors
California
$4K
CFD
421
Creative Financial Designs
Indiana
$4K
ADL
422
Asset Dedication LLC
California
$4K +$4K +63 New
BFEC
423
Benjamin F. Edwards & Company
Missouri
$3K
BWM
424
Baystate Wealth Management
Massachusetts
$3K
EW
425
Evoke Wealth
California
$3K