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SEI Investments
SEIC

Overview Fund Activity

437 hedge funds and large institutions have $5.35B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
139
Reduced
175
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.9M
2
JAM
Jupiter Asset Management
United Kingdom
+$11.1M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$10.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.83M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$8.77M

Top Sellers

1
State Street
State Street
Massachusetts
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$15.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$15.4M
4
Goldman Sachs
Goldman Sachs
New York
-$14.1M
5
UBS AM
UBS AM
Illinois
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$456K – – –
DT
277
Diversified Trust
Tennessee
$454K +$454K +7,894 New
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$447K +$101K +1,753 +29%
AWM
279
Avior Wealth Management
Nebraska
$443K +$3.97K +69 +0.9%
BCV
280
Banque Cantonale Vaudoise
Switzerland
$427K +$345K +6,000 +424%
Fayez Sarofim & Co
281
Fayez Sarofim & Co
Texas
$420K – – –
FSCM
282
Front Street Capital Management
Montana
$409K – – –
FRAF
283
Första AP-fonden
Sweden
$403K – – –
Mariner
284
Mariner
Kansas
$401K +$14.4K +250 +4%
EI
285
Ethic Inc
New York
$393K -$12.1K -211 -3%
SBH
286
Segall Bryant & Hamill
Illinois
$387K – – –
HTC
287
Haverford Trust Company
Pennsylvania
$385K +$1.32K +23 +0.3%
BFA
288
Beaumont Financial Advisors
Massachusetts
$382K – – –
PA
289
Procyon Advisors
Connecticut
$382K -$633 -11 -0.2%
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$373K -$203K -3,526 -35%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$368K +$69.3K +1,204 +23%
SCA
292
Snowden Capital Advisors
New York
$362K -$5.93K -103 -2%
WSTAM
293
Wilbanks Smith & Thomas Asset Management
Virginia
$351K – – –
CS
294
Candriam SCA
Luxembourg
$344K +$344K +6,495 New
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$341K -$38.7K -672 -10%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$337K -$11.1K -193 -3%
Creative Planning
297
Creative Planning
Kansas
$332K +$8.86K +154 +3%
Stifel Financial
298
Stifel Financial
Missouri
$328K -$1.16M -20,175 -78%
DekaBank Deutsche Girozentrale
299
DekaBank Deutsche Girozentrale
Germany
$323K -$524K -9,284 -62%
LA
300
Lindenwold Advisors
Pennsylvania
$313K +$1.73K +30 +0.6%
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