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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
Lido Advisors
476
Lido Advisors
California
-$296K -4,921 Closed
CCM
477
CTC Capital Management
Illinois
-$278K -4,621 Closed
CAM
478
Congress Asset Management
Massachusetts
-$268K -4,443 Closed
XT
479
XTX Topco
Cayman Islands
-$267K -4,428 Closed
CWM
480
Congress Wealth Management
Massachusetts
-$237K -3,943 Closed
BF
481
BOK Financial
Oklahoma
-$214K -3,560 Closed
SO
482
STRS Ohio
Ohio
-$83K -1,381 Closed
RIM
483
Rockbridge Investment Management
New York
-$40.6K -663 Closed
FAG
484
Fortitude Advisory Group
Washington
-$39K -647 Closed
SSB
485
Sandy Spring Bank
Maryland
-$25K -410 Closed
SLWA
486
San Luis Wealth Advisors
California
-$22K -357 Closed
GAM
487
Gemmer Asset Management
California
-$12K -204 Closed
Koshinski Asset Management
488
Koshinski Asset Management
Illinois
-$11.4K -189 Closed
CFO
489
CVA Family Office
Colorado
-$5K -75 Closed
ADL
490
Asset Dedication LLC
California
-$4K -63 Closed
CI
491
Cordant Inc
Oregon
-$3K -51 Closed
PFS
492
Prospera Financial Services
Texas
-$2K -40 Closed
MCM
493
Manchester Capital Management
Vermont
-$1K -23 Closed
CFB
494
Cullen/Frost Bankers
Texas
-$1K -18 Closed
PFBT
495
Parkside Financial Bank & Trust
Missouri
-$957 -17 -81%
BBPWM
496
Blue Bell Private Wealth Management
Pennsylvania
-$1K -11 Closed
FMP
497
Financial Management Professionals
Texas
-$563 -10 -83%
EI
498
Ellevest Inc
New York
+$338 +6 New