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SEI Investments

462 hedge funds and large institutions have $5.79B invested in SEI Investments in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-8
Holders Change %
-1.7%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
163
Reduced
158
Closed
46
Calls
$993K
Puts
$12M
Net Calls
-$11M
Net Calls Change
-$9.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SLWA
401
San Luis Wealth Advisors
California
$22K +$22K +357 New
National Bank of Canada
402
National Bank of Canada
Quebec, Canada
$20K -$2.24K -38 -10%
HNB
403
Huntington National Bank
Ohio
$20K +$302 +5 +2%
FPS
404
Fieldpoint Private Securities
Connecticut
$19K +$4.83K +80 +34%
CFD
405
Creative Financial Designs
Indiana
$19K +$15.4K +260 +433%
GRP
406
Global Retirement Partners
California
$19K +$19K +338 New
ZB
407
Zions Bancorporation
Utah
$17K
GWM
408
Geneos Wealth Management
Colorado
$17K
A
409
AustralianSuper
Australia
$15.1K +$4.68K +77,751 +45%
DWA
410
Delos Wealth Advisors
Texas
$15K
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$15K +$11K +190 +271%
APA
412
American Portfolios Advisors
New York
$14.1K -$4.28K -71 -23%
AIM
413
Anchor Investment Management
South Carolina
$12K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$12K
GAM
415
Gemmer Asset Management
California
$12K
QC
416
Quent Capital
New York
$12K
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$11.4K
CA
418
Crewe Advisors
Utah
$10K
MCC
419
Money Concepts Capital
Florida
$9K +$9K +142 New
Bessemer Group
420
Bessemer Group
New Jersey
$8K -$11.3K -183 -58%
WTC
421
WhitTier Trust Company
Nevada
$8K
BC
422
Bartlett & Co
Ohio
$8K +$8K +131 New
BCWM
423
Bartlett & Co Wealth Management
Ohio
$7.89K +$7.89K +131 New
FHA
424
First Horizon Advisors
Tennessee
$7K -$27.9K -486 -80%
CWP
425
Concord Wealth Partners
Virginia
$7K