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SEI Investments

472 hedge funds and large institutions have $5.92B invested in SEI Investments in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 160 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

6% more funds holding

Funds holding: 444472 (+28)

1.38% more ownership

Funds ownership: 68.51%69.89% (+1.4%)

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$193M)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 160

83% less call options, than puts

Call options by funds: $317K | Put options by funds: $1.82M

Holders
472
Holders Change
+28
Holders Change %
+6.31%
% of All Funds
7.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
142
Reduced
160
Closed
38
Calls
$317K
Puts
$1.82M
Net Calls
-$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
426
Quent Capital
New York
$13K +$12.8K +207 New
AIM
427
Anchor Investment Management
South Carolina
$12.2K
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$12K
GAM
429
Gemmer Asset Management
California
$12K
Koshinski Asset Management
430
Koshinski Asset Management
Illinois
$11.5K
A
431
AustralianSuper
Australia
$10.9K -$4.79M -77,271 -31%
CA
432
Crewe Advisors
Utah
$10K
BFEC
433
Benjamin F. Edwards & Company
Missouri
$10K +$6.82K +110 +239%
WTC
434
WhitTier Trust Company
Nevada
$8K
Manulife (Manufacturers Life Insurance)
435
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.34K -$235K -3,800 -3%
CWP
436
Concord Wealth Partners
Virginia
$7K
LC
437
Lindbrook Capital
California
$6K -$1.98K -32 -24%
PWMG
438
Prestige Wealth Management Group
New Jersey
$6K -$372 -6 -5%
VCM
439
Vigilant Capital Management
Maine
$6K
CFA
440
Carroll Financial Associates
North Carolina
$5K -$3.59K -58 -39%
ME
441
McIlrath & Eck
Washington
$5K
NFG
442
Next Financial Group
Texas
$5K
TWM
443
Tradition Wealth Management
Minnesota
$5K
GWS
444
Glassman Wealth Services
Virginia
$5K +$2.11K +34 +69%
IA
445
IFP Advisors
Florida
$4K -$3.78K -61 -48%
ADL
446
Asset Dedication LLC
California
$4K
CFD
447
Creative Financial Designs
Indiana
$4K
EW
448
Evoke Wealth
California
$4K
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.67K +27 +63%
Kayne Anderson Rudnick Investment Management
450
Kayne Anderson Rudnick Investment Management
California
$3K -$69.5K -1,121 -96%