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SEI Investments

453 hedge funds and large institutions have $5.16B invested in SEI Investments in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.08% less ownership

Funds ownership: 69.69%69.61% (-0.08%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

7% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 162

2% less funds holding

Funds holding: 464453 (-11)

11% less capital invested

Capital invested by funds: $5.79B → $5.16B (-$631M)

91% less call options, than puts

Call options by funds: $389K | Put options by funds: $4.14M

Holders
453
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
7.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
150
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$15K +$1.63K +29 +11%
AF
402
Allworth Financial
California
$14K +$13.8K +246 +2,733%
A
403
AustralianSuper
Australia
$13.7K +$209K +3,710 +1%
APA
404
American Portfolios Advisors
New York
$13.5K +$900 +16 +7%
DWA
405
Delos Wealth Advisors
Texas
$13K
RTC
406
Riverview Trust Company
Washington
$13K +$14K +249 New
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$11K
CA
408
Crewe Advisors
Utah
$11K +$2.36K +42 +25%
AIM
409
Anchor Investment Management
South Carolina
$10.8K
HNB
410
Huntington National Bank
Ohio
$10K -$7.99K -142 -43%
FHA
411
First Horizon Advisors
Tennessee
$9K +$2.25K +40 +33%
HIM
412
Hillsdale Investment Management
Ontario, Canada
$8K -$506K -9,000 -98%
MCC
413
Money Concepts Capital
Florida
$8K
BCWM
414
Bartlett & Co Wealth Management
Ohio
$7.08K
BC
415
Bartlett & Co
Ohio
$7K
Bessemer Group
416
Bessemer Group
New Jersey
$7K
WTC
417
WhitTier Trust Company
Nevada
$7K
PWMG
418
Prestige Wealth Management Group
New Jersey
$6K
GIA
419
GHP Investment Advisors
Colorado
$6K +$6.58K +117 New
Bank of Montreal
420
Bank of Montreal
Ontario, Canada
$5.6K +$169 +3 +0%
VCM
421
Vigilant Capital Management
Maine
$5K -$450 -8 -9%
ME
422
McIlrath & Eck
Washington
$5K
JWA
423
JFS Wealth Advisors
Pennsylvania
$4K -$1.24K -22 -24%
TWM
424
Tradition Wealth Management
Minnesota
$4K
FPS
425
Fieldpoint Private Securities
Connecticut
$3K -$14.7K -262 -83%