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SEI Investments
SEIC

Overview Fund Activity

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

Top Buyers

1
TIA
1
Tandem Investment Advisors
South Carolina
$36.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$50.2M
3
American Century Companies
3
American Century Companies
Missouri
$32.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.5M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$624M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$19.4M
3
Ameriprise
3
Ameriprise
Minnesota
$36.1M
4
Man Group
4
Man Group
United Kingdom
$15.7M
5
RP
5
Reinhart Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
426
Evoke Wealth
California
$3K – – –
SC
427
Schubert & Co
Texas
$3K +$1.53K +30 +103%
BTI
428
Blue Trust Inc
Georgia
$3K +$3K +44 New
BIA
429
Bell Investment Advisors
California
$3K +$3K +48 New
IRC
430
Investors Research Corp
Georgia
$3K +$3K +62 New
CWP
431
Concord Wealth Partners
Virginia
$2K -$4.51K -79 -69%
TWA
432
TCI Wealth Advisors
Arizona
$2K – – –
VCM
433
Versant Capital Management
Arizona
$2K – – –
BFEC
434
Benjamin F. Edwards & Company
Missouri
$2K – – –
EARNEST Partners
435
EARNEST Partners
Georgia
$2K – – –
DA
436
Denali Advisors
California
$2K – – –
DI
437
Disciplined Investments
Oklahoma
$2K +$333 +5 +20%
CA
438
CoreCap Advisors
Michigan
$2K +$2K +32 New
TPCW
439
TD Private Client Wealth
New York
$1.78K – – –
BPC
440
Banque Pictet & Cie
Switzerland
$1.08K -$177 -3,285 -14%
SWA
441
Sutton Wealth Advisors
Florida
$1.03K – – –
QC
442
Quent Capital
New York
$1K -$11.2K -190 -92%
GWS
443
Glassman Wealth Services
Virginia
$1K -$2.05K -43 -67%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
LIM
445
Longfellow Investment Management
Massachusetts
$1K – – –
CAL
446
Capital Advisors Ltd
Ohio
$1K +$1K +11 New
SFG
447
Steward Financial Group
Texas
$1K +$1K +27 New
BIM
448
Baldwin Investment Management
Pennsylvania
$407 -$54 -1,000 -12%
MF
449
Magnetar Financial
Illinois
$387 +$387 +7,169 New
EBA
450
Eagle Bay Advisors
New York
$14 – – –
16 17
18
19 20