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SEI Investments

453 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, 150 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.08% less ownership

Funds ownership: 69.69%69.61% (-0.08%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

7% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 162

2% less funds holding

Funds holding: 464453 (-11)

11% less capital invested

Capital invested by funds: $5.79B → $5.16B (-$631M)

91% less call options, than puts

Call options by funds: $389K | Put options by funds: $4.14M

Holders
453
Holders Change
-11
Holders Change %
-2.37%
% 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
150
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
426
Lindbrook Capital
California
$3K -$2.76K -49 -44%
BWM
427
Baystate Wealth Management
Massachusetts
$3K
EW
428
Evoke Wealth
California
$3K
SC
429
Schubert & Co
Texas
$3K +$1.69K +30 +103%
BTI
430
Blue Trust Inc
Georgia
$3K +$2.48K +44 New
BIA
431
Bell Investment Advisors
California
$3K +$2.7K +48 New
IRC
432
Investors Research Corp
Georgia
$3K +$3.49K +62 New
CWP
433
Concord Wealth Partners
Virginia
$2K -$4.45K -79 -69%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$2K
DA
435
Denali Advisors
California
$2K
EARNEST Partners
436
EARNEST Partners
Georgia
$2K
TWA
437
TCI Wealth Advisors
Arizona
$2K
VCM
438
Versant Capital Management
Arizona
$2K
DI
439
Disciplined Investments
Oklahoma
$2K +$281 +5 +20%
CA
440
CoreCap Advisors
Michigan
$2K +$1.8K +32 New
TPCW
441
TD Private Client Wealth
New York
$1.78K
BPC
442
Banque Pictet & Cie
Switzerland
$1.08K -$185K -3,285 -14%
SWA
443
Sutton Wealth Advisors
Florida
$1.03K
QC
444
Quent Capital
New York
$1K -$10.7K -190 -92%
GWS
445
Glassman Wealth Services
Virginia
$1K -$2.42K -43 -67%
LIM
446
Longfellow Investment Management
Massachusetts
$1K
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$1K
CAL
448
Capital Advisors Ltd
Ohio
$1K +$619 +11 New
SFG
449
Steward Financial Group
Texas
$1K +$1.52K +27 New
BIM
450
Baldwin Investment Management
Pennsylvania
$407 -$56.3K -1,000 -12%