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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
DA
451
Denali Advisors
California
$3K -$1.86K -30 -41%
BWM
452
Baystate Wealth Management
Massachusetts
$3K
EARNEST Partners
453
EARNEST Partners
Georgia
$3K
TPCW
454
TD Private Client Wealth
New York
$2.01K
TWA
455
TCI Wealth Advisors
Arizona
$2K
VCM
456
Versant Capital Management
Arizona
$2K
CFO
457
CVA Family Office
Colorado
$2K +$1.86K +30 New
CWS
458
Confluence Wealth Services
Pennsylvania
$2K +$2.17K +35 New
JWA
459
JFS Wealth Advisors
Pennsylvania
$2K +$2.23K +36 New
MCM
460
Manchester Capital Management
Vermont
$1K -$62 -1 -4%
BIA
461
Bell Investment Advisors
California
$1K
EBA
462
Eagle Bay Advisors
New York
$1K
LIM
463
Longfellow Investment Management
Massachusetts
$1K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$1K
PFBT
465
Parkside Financial Bank & Trust
Missouri
$1K
BBPWM
466
Blue Bell Private Wealth Management
Pennsylvania
$1K +$682 +11 New
CA
467
CoreCap Advisors
Michigan
$1K +$868 +14 New
CFB
468
Cullen/Frost Bankers
Texas
$1K +$1.11K +18 New
SC
469
Schubert & Co
Texas
$1K +$1.43K +23 New
SWA
470
Sutton Wealth Advisors
Florida
$731 +$744 +12 New
BIM
471
Baldwin Investment Management
Pennsylvania
$630 -$43.4K -700 -6%
BBHC
472
Brown Brothers Harriman & Co
New York
$52
SM
473
Sunriver Management
Connecticut
-$15.7M -265,162 Closed
SSA
474
Schonfeld Strategic Advisors
New York
-$10.4M -175,000 Closed
PCM
475
Prana Capital Management
Connecticut
-$9.35M -157,717 Closed