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SEI Investments

451 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, 148 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-11
Holders Change %
-2.38%
% 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
148
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Shares
Change %
A
401
AustralianSuper
Australia
$13.7K +$200 +3,710 +1%
APA
402
American Portfolios Advisors
New York
$13.5K +$864 +16 +7%
DWA
403
Delos Wealth Advisors
Texas
$13K
RTC
404
Riverview Trust Company
Washington
$13K +$13K +249 New
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$11K
CA
406
Crewe Advisors
Utah
$11K +$2.22K +42 +25%
AIM
407
Anchor Investment Management
South Carolina
$10.8K
HNB
408
Huntington National Bank
Ohio
$10K -$7.51K -142 -43%
FHA
409
First Horizon Advisors
Tennessee
$9K +$2.22K +40 +33%
HIM
410
Hillsdale Investment Management
Ontario, Canada
$8K -$480K -9,000 -98%
MCC
411
Money Concepts Capital
Florida
$8K
BCWM
412
Bartlett & Co Wealth Management
Ohio
$7.08K
BC
413
Bartlett & Co
Ohio
$7K
WTC
414
WhitTier Trust Company
Nevada
$7K
Bessemer Group
415
Bessemer Group
New Jersey
$7K
PWMG
416
Prestige Wealth Management Group
New Jersey
$6K
GIA
417
GHP Investment Advisors
Colorado
$6K +$6K +117 New
Bank of Montreal
418
Bank of Montreal
Ontario, Canada
$5.6K +3 +0%
VCM
419
Vigilant Capital Management
Maine
$5K -$471 -8 -9%
ME
420
McIlrath & Eck
Washington
$5K
JWA
421
JFS Wealth Advisors
Pennsylvania
$4K -$1.29K -22 -24%
TWM
422
Tradition Wealth Management
Minnesota
$4K
FPS
423
Fieldpoint Private Securities
Connecticut
$3K -$14.8K -262 -83%
LC
424
Lindbrook Capital
California
$3K -$2.37K -49 -44%
BWM
425
Baystate Wealth Management
Massachusetts
$3K