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SEI Investments

430 hedge funds and large institutions have $4.6B invested in SEI Investments in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-21
Holders Change %
-4.66%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
29
Increased
132
Reduced
168
Closed
49
Calls
$1.44M
Puts
$970K
Net Calls
+$471K
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Shares
Change %
CQS
401
Credential Qtrade Securities
$3.63K +$3.63K +74 New
LS
402
Livforsakringsbolaget Skandia
Sweden
$3K -$61.1K -1,100 -95%
VCM
403
Vigilant Capital Management
Maine
$3K -$806 -18 -21%
BWM
404
Baystate Wealth Management
Massachusetts
$3K
EW
405
Evoke Wealth
California
$3K
SC
406
Schubert & Co
Texas
$3K +$50 +1 +2%
LC
407
Lindbrook Capital
California
$3K +$94 +2 +3%
BIA
408
Bell Investment Advisors
California
$3K +$559 +11 +23%
CAL
409
Capital Advisors Ltd
Ohio
$3K +$2.45K +49 +445%
ADL
410
Asset Dedication LLC
California
$3K +$3K +63 New
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$2K -$6.46K -155 -76%
FHA
412
First Horizon Advisors
Tennessee
$2K -$3.68K -105 -65%
VCM
413
Versant Capital Management
Arizona
$2K
BFEC
414
Benjamin F. Edwards & Company
Missouri
$2K
EARNEST Partners
415
EARNEST Partners
Georgia
$2K
DA
416
Denali Advisors
California
$2K
TWA
417
TCI Wealth Advisors
Arizona
$2K +$327 +8 +20%
TPCW
418
TD Private Client Wealth
New York
$1.62K
AF
419
Allworth Financial
California
$1K -$18.6K -242 -95%
DI
420
Disciplined Investments
Oklahoma
$1K -$154 -4 -13%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$1K
QC
422
Quent Capital
New York
$1K
GWS
423
Glassman Wealth Services
Virginia
$1K +$87 +2 +10%
SIC
424
SJS Investment Consulting
Ohio
$1K +$1K +16 New
CFB
425
Cullen/Frost Bankers
Texas
$1K +$1K +20 New