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SEI Investments
SEIC

Overview Fund Activity

456 hedge funds and large institutions have $5.63B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 164 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
152
Reduced
164
Closed
40
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M

Top Buyers

1
Invesco
Invesco
Georgia
$67.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$28.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.3M
5
BA
Bridgewater Associates
Connecticut
$12M

Top Sellers

1
State Street
State Street
Massachusetts
$349M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$579M
3
Morgan Stanley
Morgan Stanley
New York
$358M
4
Canada Life
Canada Life
Manitoba, Canada
$95M
5
Comerica Bank
Comerica Bank
Texas
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
276
Creative Planning
Kansas
$552K +$124K +2,051 +29%
WSC
277
Wellington Shields & Co
New York
$542K – – –
CANY
278
Caxton Associates (New York)
New York
$538K – – –
RJT
279
Raymond James Trust
Florida
$532K -$8.49K -141 -2%
Nordea Investment Management
280
Nordea Investment Management
Sweden
$525K -$47.6K -780 -8%
Janus Henderson Group
281
Janus Henderson Group
United Kingdom
$524K -$344K -5,718 -40%
Corient Private Wealth
282
Corient Private Wealth
Florida
$520K +$520K +8,637 New
SAM
283
Securian Asset Management
Minnesota
$513K -$30.4K -505 -6%
BTWM
284
Baker Tilly Wealth Management
Wisconsin
$513K -$1.06M -17,640 -67%
DekaBank Deutsche Girozentrale
285
DekaBank Deutsche Girozentrale
Germany
$508K +$8.62K +143 +2%
EGM
286
Engineers Gate Manager
New York
$506K -$445K -7,393 -47%
GL
287
GHE LLC
Tennessee
$503K +$8.62K +143 +2%
Fiera Capital (Canada)
288
Fiera Capital (Canada)
Quebec, Canada
$495K +$12.9K +215 +3%
Fisher Asset Management
289
Fisher Asset Management
Washington
$491K – – –
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$490K – – –
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$476K -$1.69K -28 -0.4%
Mariner
292
Mariner
Kansas
$471K +$18.9K +313 +4%
VI
293
Versor Investments
New York
$469K -$292K -4,849 -38%
AWM
294
Avior Wealth Management
Nebraska
$459K – – –
PFO
295
Pathstone Family Office
New Jersey
$449K +$449K +7,450 New
Stifel Financial
296
Stifel Financial
Missouri
$441K +$101K +1,671 +30%
ACM
297
Aquatic Capital Management
Illinois
$440K -$542K -9,000 -55%
Fayez Sarofim & Co
298
Fayez Sarofim & Co
Texas
$440K – – –
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$432K +$104K +1,726 +32%
API
300
Advisor Partners II
California
$432K +$189K +3,143 +78%
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