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SEI Investments

444 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, 137 increasing their positions, 161 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

1% more funds holding

Funds holding: 439444 (+5)

0.16% more ownership

Funds ownership: 68.35%68.51% (+0.16%)

5% less capital invested

Capital invested by funds: $6.03B → $5.73B (-$303M)

15% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 161

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

87% less call options, than puts

Call options by funds: $453K | Put options by funds: $3.37M

Holders
444
Holders Change
+5
Holders Change %
+1.14%
% of All Funds
7.77%
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
137
Reduced
161
Closed
30
Calls
$453K
Puts
$3.37M
Net Calls
-$2.91M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
401
Gemmer Asset Management
California
$12K
AIM
402
Anchor Investment Management
South Carolina
$11.9K -$4.58K -75 -27%
Koshinski Asset Management
403
Koshinski Asset Management
Illinois
$11.2K +$11.5K +189 New
AF
404
Allworth Financial
California
$11K +$11.7K +192 New
CA
405
Crewe Advisors
Utah
$10K +$10.1K +166 New
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$9K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
407
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K -$2.23M -36,496 -100%
CFA
408
Carroll Financial Associates
North Carolina
$8K -$46.6K -764 -84%
BC
409
Bartlett & Co
Ohio
$8K -$793 -13 -9%
WTC
410
WhitTier Trust Company
Nevada
$8K
IA
411
IFP Advisors
Florida
$8K +$427 +7 +6%
LC
412
Lindbrook Capital
California
$8K +$1.95K +32 +32%
BCWM
413
Bartlett & Co Wealth Management
Ohio
$7.77K -$793 -13 -9%
CWP
414
Concord Wealth Partners
Virginia
$7K
PWMG
415
Prestige Wealth Management Group
New Jersey
$7K
VCM
416
Vigilant Capital Management
Maine
$6K +$5.68K +93 New
ME
417
McIlrath & Eck
Washington
$5K
NFG
418
Next Financial Group
Texas
$5K
TWM
419
Tradition Wealth Management
Minnesota
$5K
DOA
420
D'Orazio & Associates
Virginia
$5K +$5.19K +85 New
AWA
421
Arkadios Wealth Advisors
Georgia
$4K
CFD
422
Creative Financial Designs
Indiana
$4K
DA
423
Denali Advisors
California
$4K
ADL
424
Asset Dedication LLC
California
$4K +$3.85K +63 New
BWM
425
Baystate Wealth Management
Massachusetts
$3K