SEIC icon

SEI Investments

462 hedge funds and large institutions have $5.79B invested in SEI Investments in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-8
Holders Change %
-1.7%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
163
Reduced
158
Closed
46
Calls
$993K
Puts
$12M
Net Calls
-$11M
Net Calls Change
-$9.54M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
426
Lindbrook Capital
California
$7K +$631 +10 +10%
VCM
427
Vigilant Capital Management
Maine
$6K
PWMG
428
Prestige Wealth Management Group
New Jersey
$6K
ME
429
McIlrath & Eck
Washington
$5K
TWM
430
Tradition Wealth Management
Minnesota
$5K
CFO
431
CVA Family Office
Colorado
$5K +$3K +45 +150%
JWA
432
JFS Wealth Advisors
Pennsylvania
$5K +$3K +54 +150%
GWS
433
Glassman Wealth Services
Virginia
$4K -$1.19K -19 -23%
ADL
434
Asset Dedication LLC
California
$4K
EW
435
Evoke Wealth
California
$4K
BFEC
436
Benjamin F. Edwards & Company
Missouri
$3K -$7.17K -110 -71%
BWM
437
Baystate Wealth Management
Massachusetts
$3K
EARNEST Partners
438
EARNEST Partners
Georgia
$3K
DA
439
Denali Advisors
California
$3K
CI
440
Cordant Inc
Oregon
$3K +$3K +51 New
TWA
441
TCI Wealth Advisors
Arizona
$2K
VCM
442
Versant Capital Management
Arizona
$2K
SC
443
Schubert & Co
Texas
$2K +$414 +6 +26%
DI
444
Disciplined Investments
Oklahoma
$2K +$2K +25 New
PFS
445
Prospera Financial Services
Texas
$2K +$2K +40 New
TPCW
446
TD Private Client Wealth
New York
$1.99K
Macquarie Group
447
Macquarie Group
Australia
$1.34K
SWA
448
Sutton Wealth Advisors
Florida
$1.14K +$421 +7 +58%
Canada Pension Plan Investment Board
449
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$74.2K -742 -99%
AF
450
Allworth Financial
California
$1K -$35.1K -316 -97%