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SEI Investments

441 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $5.07B → $5.65B (+$587M)

3% more funds holding

Funds holding: 427441 (+14)

0.74% less ownership

Funds ownership: 68.42%67.68% (-0.74%)

6% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $2.86M

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
II
251
IFM Investors
Australia
$627K -$5.68K -104 -0.9%
AWM
252
Avior Wealth Management
Nebraska
$620K +$1.31K +24 +0.2%
HFA
253
Hoover Financial Advisors
Pennsylvania
$612K
ACP
254
Ashfield Capital Partners
California
$607K -$16.7K -306 -3%
ECM
255
EagleClaw Capital Management
Massachusetts
$601K
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$599K -$3.17K -58 -0.6%
CB
257
Cadence Bank
Mississippi
$598K +$6.28K +115 +1%
MAP
258
Moody Aldrich Partners
Massachusetts
$598K +$568K +10,405 New
VanEck Associates
259
VanEck Associates
New York
$583K +$31K +567 +6%
RC
260
RBF Capital
California
$575K -$595K -10,902 -52%
Balyasny Asset Management
261
Balyasny Asset Management
Illinois
$574K -$1.54M -28,245 -74%
Fisher Asset Management
262
Fisher Asset Management
Washington
$571K -$81.4K -1,490 -13%
AIM
263
Aigen Investment Management
New York
$561K +$533K +9,762 New
LCM
264
Logan Capital Management
Pennsylvania
$557K
TCM
265
Telos Capital Management
California
$552K
CB
266
Commerce Bank
Missouri
$550K +$184K +3,361 +54%
WBC
267
Westpac Banking Corp
Australia
$518K
AFM
268
Abbot Financial Management
Massachusetts
$511K
FA
269
FDx Advisors
Illinois
$509K -$19.9K -364 -4%
PP
270
Prudential plc
United Kingdom
$500K -$25K -457 -5%
HTC
271
Haverford Trust Company
Pennsylvania
$498K +$63.9K +1,170 +16%
MWNA
272
Marshall Wace North America
New York
$485K +$461K +8,449 New
SAM
273
Storebrand Asset Management
Norway
$481K
HighTower Advisors
274
HighTower Advisors
Illinois
$472K +$450K +8,237 New
GC
275
Guggenheim Capital
Illinois
$470K +$446K +8,172 New

SEIC Hedge Fund Activity: Q4 2020 in Review

441 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2020, worth a combined $5.65B — up 12% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEIC positions and 38 closed out — a net gain of 17 holders — while 131 added to existing stakes and 172 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $33.8M. The largest seller was Loomis, Sayles & Company, cutting an estimated $47.4M.

  • 441 institutional investors held SEI Investments (SEIC) as of Q4 2020, up from 427 in Q3 2020.
  • Funds reported $5.65B of SEI Investments stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new SEI Investments positions in Q4 2020 and 38 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q4 2020 was Beutel, Goodman & Co, an estimated $33.8M added.
  • The largest SEI Investments seller in Q4 2020 was Loomis, Sayles & Company, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2020.