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SEI Investments

470 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, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+28
Holders Change %
+6.33%
% 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
159
Closed
38
Calls
$317K
Puts
$1.82M
Net Calls
-$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
401
Fortitude Advisory Group
Washington
$39K +$39K +647 New
AWA
402
Artemis Wealth Advisors
New York
$37.3K +$671 +11 +2%
HPC
403
HM Payson & Co
Maine
$37K
SWM
404
Spire Wealth Management
Virginia
$37K
Group One Trading
405
Group One Trading
Illinois
$37K +$6.17K +100 +20%
FHA
406
First Horizon Advisors
Tennessee
$36K -$2.72K -46 -7%
CTC
407
Central Trust Company
Missouri
$29K
Baillie Gifford & Co
408
Baillie Gifford & Co
United Kingdom
$27K +$2.34K +38 +10%
QCG
409
Quadrant Capital Group
Ohio
$25K -$667 -11 -3%
SSB
410
Sandy Spring Bank
Maryland
$25K
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$24K +$24K +386 New
CBT
412
CoreFirst Bank & Trust
Kansas
$23K
National Bank of Canada
413
National Bank of Canada
Quebec, Canada
$23K +$23K +378 New
HNB
414
Huntington National Bank
Ohio
$20K -$552 -9 -3%
AF
415
Allworth Financial
California
$20K +$8.19K +133 +69%
PCG
416
Private Capital Group
Connecticut
$19K -$10.6K -173 -36%
Bessemer Group
417
Bessemer Group
New Jersey
$19K
APA
418
American Portfolios Advisors
New York
$18.6K -$24.9K -409 -57%
ZB
419
Zions Bancorporation
Utah
$18K
GWM
420
Geneos Wealth Management
Colorado
$17K -$1.96K -34 -10%
DWA
421
Delos Wealth Advisors
Texas
$15K +$15K +248 New
FPS
422
Fieldpoint Private Securities
Connecticut
$14K
Fuller & Thaler Asset Management
423
Fuller & Thaler Asset Management
California
$13K
QC
424
Quent Capital
New York
$13K +$13K +207 New
AIM
425
Anchor Investment Management
South Carolina
$12.2K