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SEI Investments
SEIC

Overview Fund Activity

440 hedge funds and large institutions have $5.96B invested in SEI Investments in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
135
Reduced
170
Closed
42
Calls
$816K
Puts
$1.66M
Net Calls
-$846K
Net Calls Change
-$667K

Top Buyers

1
RA
Royce & Associates
New York
$76.8M
2
SO
STRS Ohio
Ohio
$28.6M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$125M
4
PCM
Prana Capital Management
Connecticut
$16M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$96K
2
Millennium Management
Millennium Management
New York
$16.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$881M
4
Citadel Advisors
Citadel Advisors
Florida
$3.04M
5
Vanguard Group
Vanguard Group
Pennsylvania
$761M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
426
TCI Wealth Advisors
Arizona
$2K – – –
VCM
427
Versant Capital Management
Arizona
$2K – – –
CFO
428
CVA Family Office
Colorado
$2K +$2K +30 New
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +34 New
CQS
430
Credential Qtrade Securities
$1.1K +$1.1K +18 New
PFBT
431
Parkside Financial Bank & Trust
Missouri
$1K -$8.2K -82 -89%
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GWS
433
Glassman Wealth Services
Virginia
$1K – – –
PCIA
434
Prime Capital Investment Advisors
Kansas
$1K – – –
LIM
435
Longfellow Investment Management
Massachusetts
$1K – – –
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$1K +$56 +1 +6%
WP
437
WealthShield Partners
North Carolina
$1K +$1K +12 New
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +14 New
APWA
439
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +17 New
BBHC
440
Brown Brothers Harriman & Co
New York
$52 -$64 -1,062 -55%
ACL
441
Azora Capital LP
Florida
– -$10.1M -175,289 Closed
PC
442
Phoenician Capital
New York
– -$8.62M -150,000 Closed
MSE
443
MUFG Securities EMEA
United Kingdom
– -$6.93M -120,600 Closed
MSA
444
Mason Street Advisors
Wisconsin
– -$3.68M -64,085 Closed
PI
445
PineBridge Investments
New York
– -$3.19M -55,477 Closed
Squarepoint
446
Squarepoint
New York
– -$1.83M -31,846 Closed
FQ
447
First Quadrant
California
– -$1.57M -27,258 Closed
E
448
Ergoteles
New York
– -$1.24M -21,500 Closed
ECM
449
ExodusPoint Capital Management
New York
– -$1.07M -18,557 Closed
OQS
450
Occudo Quantitative Strategies
Florida
– -$816K -14,197 Closed
16 17
18
19 20