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SEI Investments
SEIC

Overview Fund Activity

430 hedge funds and large institutions have $4.6B invested in SEI Investments in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-21
Holders Change %
-4.66%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
29
Increased
132
Reduced
168
Closed
49
Calls
$1.44M
Puts
$970K
Net Calls
+$471K
Net Calls Change
+$4.22M

Top Buyers

1
Man Group
Man Group
United Kingdom
$12.3M
2
TIA
Tandem Investment Advisors
South Carolina
$45.4M
3
American Century Companies
American Century Companies
Missouri
$40.8M
4
Amundi
Amundi
France
$20.9M
5
Morgan Stanley
Morgan Stanley
New York
$41.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
$644K
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.93M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$546M
4
GIG
Goodnow Investment Group
Connecticut
$0
5
BlackRock
BlackRock
New York
$563M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
276
Oak Thistle LLC
New York
$372K +$82.8K +1,689 +29%
BFM
277
Boothbay Fund Management
New York
$372K +$117K +2,393 +46%
Neuberger Berman Group
278
Neuberger Berman Group
New York
$361K +$160K +3,269 +80%
JG
279
Jefferies Group
New York
$358K +$358K +7,300 New
Fayez Sarofim & Co
280
Fayez Sarofim & Co
Texas
$358K – – –
Mariner
281
Mariner
Kansas
$350K +$350K +7,138 New
Verition Fund Management
282
Verition Fund Management
Connecticut
$349K -$2.56M -52,069 -88%
FSCM
283
Front Street Capital Management
Montana
$349K – – –
BVLP
284
Bailey Value Limited Partnership
Massachusetts
$343K – – –
BFA
285
Beaumont Financial Advisors
Massachusetts
$334K – – –
SBH
286
Segall Bryant & Hamill
Illinois
$330K – – –
HTC
287
Haverford Trust Company
Pennsylvania
$327K – – –
PA
288
Procyon Advisors
Connecticut
$326K +$1.23K +25 +0.4%
Creative Planning
289
Creative Planning
Kansas
$317K +$82K +1,670 +35%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$310K +$310K +6,321 New
WSTAM
291
Wilbanks Smith & Thomas Asset Management
Virginia
$299K -$9.23K -188 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
292
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$299K +$58.8K +1,200 +24%
UB
293
UMB Bank
Missouri
$294K -$544K -11,119 -65%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$294K -$51.6K -1,052 -15%
DT
295
Diversified Trust
Tennessee
$292K +$292K +5,945 New
BL
296
Balentine LLC
Georgia
$288K -$77.8K -1,587 -21%
LA
297
Lindenwold Advisors
Pennsylvania
$288K +$441 +9 +0.2%
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$288K +$3.59K +73 +1%
VAS
299
Vestmark Advisory Solutions
Massachusetts
$284K +$18.5K +377 +7%
SCM
300
Shelton Capital Management
Colorado
$279K – – –
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12
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