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SEI Investments

444 hedge funds and large institutions have $5.38B invested in SEI Investments in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $332K

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

17% more capital invested

Capital invested by funds: $4.61B → $5.38B (+$766M)

3% more funds holding

Funds holding: 432444 (+12)

0.35% less ownership

Funds ownership: 69.65%69.3% (-0.35%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 164

Holders
444
Holders Change
+12
Holders Change %
+2.78%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
57
Increased
134
Reduced
164
Closed
37
Calls
$1.68M
Puts
$332K
Net Calls
+$1.35M
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$788K +$34.4K +612 +5%
WHG
227
Westwood Holdings Group
Texas
$774K -$107K -1,904 -13%
NAM
228
Nissay Asset Management
Japan
$772K -$66.1K -1,175 -8%
TWD
229
True Wealth Design
Ohio
$767K +$740K +13,162 New
BAMF
230
BI Asset Management Fondsmaeglerselskab
Denmark
$756K +$108K +1,914 +17%
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$730K +$90.9K +1,617 +15%
MAM
232
Meeder Asset Management
Ohio
$703K +$483K +8,581 +247%
OTL
233
Oak Thistle LLC
New York
$702K +$251K +4,457 +59%
Aberdeen Group
234
Aberdeen Group
United Kingdom
$699K +$101K +1,798 +18%
Walleye Capital
235
Walleye Capital
New York
$691K +$666K +11,848 New
PAMG
236
Patton Albertson Miller Group
Tennessee
$688K
IIM
237
INTECH Investment Management
Florida
$677K +$33.9K +602 +5%
CGH
238
Crossmark Global Holdings
Texas
$674K +$43K +764 +7%
TWC
239
TD Waterhouse Canada
Ontario, Canada
$671K +$42.9K +762 +8%
USAA
240
United Services Automobile Association
Texas
$657K
NIC
241
Northwest Investment Counselors
Oregon
$655K +$1.41K +25 +0.2%
Neuberger Berman Group
242
Neuberger Berman Group
New York
$639K +$202K +3,592 +49%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$637K
CB
244
Cadence Bank
Mississippi
$637K -$3.77K -67 -0.6%
CB
245
Commerce Bank
Missouri
$632K +$7.42K +132 +1%
FA
246
FDx Advisors
Illinois
$619K -$241K -4,283 -29%
Nordea Investment Management
247
Nordea Investment Management
Sweden
$618K +$36.8K +655 +7%
Cerity Partners
248
Cerity Partners
New York
$617K +$595K +10,587 New
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$600K -$69.3K -1,232 -11%
VPIM
250
Vanguard Personalized Indexing Management
California
$596K -$506K -8,998 -47%

SEIC Hedge Fund Activity: Q4 2022 in Review

444 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2022, worth a combined $5.38B — up 17% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SEIC positions and 37 closed out — a net gain of 20 holders — while 134 added to existing stakes and 164 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $319M. The largest seller was Loomis, Sayles & Company, cutting an estimated $36.5M.

  • 444 institutional investors held SEI Investments (SEIC) as of Q4 2022, up from 432 in Q3 2022.
  • Funds reported $5.38B of SEI Investments stock for Q4 2022, up 17% quarter-over-quarter.
  • 57 funds opened new SEI Investments positions in Q4 2022 and 37 closed out, a net change of +20 holders.
  • The largest SEI Investments buyer in Q4 2022 was Morgan Stanley, an estimated $319M added.
  • The largest SEI Investments seller in Q4 2022 was Loomis, Sayles & Company, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2022.