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SEI Investments

472 hedge funds and large institutions have $5.92B invested in SEI Investments in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 160 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

6% more funds holding

Funds holding: 444472 (+28)

1.38% more ownership

Funds ownership: 68.51%69.89% (+1.4%)

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$193M)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 160

83% less call options, than puts

Call options by funds: $317K | Put options by funds: $1.82M

Holders
472
Holders Change
+28
Holders Change %
+6.31%
% of All Funds
7.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
142
Reduced
160
Closed
38
Calls
$317K
Puts
$1.82M
Net Calls
-$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
401
Rockbridge Investment Management
New York
$40K
TCOV
402
Trust Company of Vermont
Vermont
$40K +$40.7K +656 New
FAG
403
Fortitude Advisory Group
Washington
$39K +$40.1K +647 New
AWA
404
Artemis Wealth Advisors
New York
$37.3K +$682 +11 +2%
HPC
405
HM Payson & Co
Maine
$37K
SWM
406
Spire Wealth Management
Virginia
$37K
Group One Trading
407
Group One Trading
Illinois
$37K +$6.2K +100 +20%
FHA
408
First Horizon Advisors
Tennessee
$36K -$2.85K -46 -7%
CTC
409
Central Trust Company
Missouri
$29K
Baillie Gifford & Co
410
Baillie Gifford & Co
United Kingdom
$27K +$2.35K +38 +10%
QCG
411
Quadrant Capital Group
Ohio
$25K -$682 -11 -3%
SSB
412
Sandy Spring Bank
Maryland
$25K
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.9K +386 New
CBT
414
CoreFirst Bank & Trust
Kansas
$23K
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$23K +$23.4K +378 New
HNB
416
Huntington National Bank
Ohio
$20K -$558 -9 -3%
AF
417
Allworth Financial
California
$20K +$8.24K +133 +69%
PCG
418
Private Capital Group
Connecticut
$19K -$10.7K -173 -36%
Bessemer Group
419
Bessemer Group
New Jersey
$19K
APA
420
American Portfolios Advisors
New York
$18.6K -$25.3K -409 -57%
ZB
421
Zions Bancorporation
Utah
$18K
GWM
422
Geneos Wealth Management
Colorado
$17K -$2.11K -34 -10%
DWA
423
Delos Wealth Advisors
Texas
$15K +$15.4K +248 New
FPS
424
Fieldpoint Private Securities
Connecticut
$14K
Fuller & Thaler Asset Management
425
Fuller & Thaler Asset Management
California
$13K