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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
276
Avior Wealth Management
Nebraska
$445K
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$437K +$421K +7,488 New
Fayez Sarofim & Co
278
Fayez Sarofim & Co
Texas
$426K
FSCM
279
Front Street Capital Management
Montana
$414K
EI
280
Ethic Inc
New York
$411K +$80.6K +1,433 +26%
FAF
281
Första AP-fonden
Sweden
$408K +$101K +1,800 +35%
GC
282
Guggenheim Capital
Illinois
$397K -$411K -7,315 -52%
SBH
283
Segall Bryant & Hamill
Illinois
$392K
Mariner
284
Mariner
Kansas
$391K -$24.1K -428 -6%
HTC
285
Haverford Trust Company
Pennsylvania
$389K
PA
286
Procyon Advisors
Connecticut
$388K +$731 +13 +0.2%
BFA
287
Beaumont Financial Advisors
Massachusetts
$387K -$9.67K -172 -3%
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$385K -$112K -1,998 -23%
SCA
289
Snowden Capital Advisors
New York
$373K -$112K -1,992 -24%
WSTAM
290
Wilbanks Smith & Thomas Asset Management
Virginia
$355K
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$353K +$3.26K +58 +1%
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$350K +$22.5K +400 +7%
GWA
293
GGM Wealth Advisors
Maryland
$349K
LA
294
LBP AM
France
$343K +$331K +5,878 New
CSS
295
Cubist Systematic Strategies
Connecticut
$328K -$155K -2,764 -33%
Creative Planning
296
Creative Planning
Kansas
$327K -$47.5K -845 -13%
Commonwealth Equity Services
297
Commonwealth Equity Services
Massachusetts
$323K -$5.96K -106 -2%
BC
298
Bridgefront Capital
Texas
$317K +$306K +5,435 New
IHL
299
Investment House LLC
California
$317K
LA
300
Lindenwold Advisors
Pennsylvania
$316K -$25.6K -456 -8%

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.