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SEI Investments
SEIC
SEIC
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: 1 → 3 (+2)
82% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 38
6% more funds holding
Funds holding: 444 → 472 (+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
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$64.6M |
| 2 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$25.3M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$21.8M |
| 4 |
Millennium Management
New York
|
+$13.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$11.6M |
Top Sellers
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$44.1M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$22.9M |
| 3 |
SM
Sunriver Management
Greenwich,
Connecticut
|
-$15.7M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$10.4M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$9.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
501
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$25K | -433 | Closed |
|
|
DFCM
502
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$14K | -228 | Closed |
|
|
PFGIA
503
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$9K | -151 | Closed |
|
|
BC
504
Bartlett & Co
Cincinnati,
Ohio
| – | -$8K | -131 | Closed |
|
|
BCWM
505
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$7.77K | -131 | Closed |
|
|
DOA
506
D'Orazio & Associates
Falls Church,
Virginia
| – | -$5K | -85 | Closed |
|
|
AWA
507
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$4K | -74 | Closed |
|
|
RTL
508
Red Tortoise LLC
Atlanta,
Georgia
| – | -$2K | -33 | Closed |
|
509
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -20 | Closed |
|