We are live on ! Find out more
SEIC icon

SEI Investments

424 hedge funds and large institutions have $5.75B invested in SEI Investments in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 131 increasing their positions, 148 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $5.12B → $5.75B (+$633M)

2% more funds holding

Funds holding: 415424 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.84% less ownership

Funds ownership: 73.61%70.78% (-2.8%)

11% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 148

76% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $4.22M

Holders
424
Holders Change
+9
Holders Change %
+2.17%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
131
Reduced
148
Closed
50
Calls
$1.03M
Puts
$4.22M
Net Calls
-$3.2M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
301
Magnus Financial Group
New York
$324K -$29.5K -565 -9%
VAS
302
Vestmark Advisory Solutions
Massachusetts
$316K -$12K -230 -4%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$312K
NICM
304
Neo Ivy Capital Management
New York
$309K -$92.9K -1,777 -24%
Creative Planning
305
Creative Planning
Kansas
$308K -$36K -689 -11%
CAN
306
Cetera Advisor Networks
California
$302K +$287K +5,493 New
CIC
307
Crawford Investment Counsel
Georgia
$301K +$286K +5,480 New
IHL
308
Investment House LLC
California
$299K +$284K +5,432 New
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$298K +$236K +4,513 +504%
WS
310
Wedbush Securities
California
$297K -$25.1K -481 -8%
Daiwa Securities Group
311
Daiwa Securities Group
Japan
$291K
P
312
Pitcairn
Pennsylvania
$286K -$6.9K -132 -2%
B
313
Barings
North Carolina
$282K
PA
314
Procyon Advisors
Connecticut
$281K -$31.9K -611 -11%
GDP
315
Great Diamond Partners
Maine
$279K +$1.78K +34 +0.7%
FWIA
316
Fort Washington Investment Advisors
Ohio
$278K +$264K +5,053 New
EMG
317
ETF Managers Group
New Jersey
$276K -$4.76K -91 -2%
SEC
318
Seven Eight Capital
New York
$275K +$261K +4,998 New
FCBT
319
First Citizens Bank & Trust
North Carolina
$262K +$249K +4,765 New
V
320
Veritable
Delaware
$256K -$41.1K -786 -14%
THWM
321
Taylor Hoffman Wealth Management
Virginia
$251K +$238K +4,557 New
AGM
322
Alpine Global Management
New York
$249K +$237K +4,531 New
AA
323
ALPS Advisors
Colorado
$246K -$292K -5,592 -56%
CC
324
Centiva Capital
New York
$239K +$227K +4,349 New
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$236K -$24.7K -472 -10%

SEIC Hedge Fund Activity: Q2 2020 in Review

424 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2020, worth a combined $5.75B — up 12% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SEIC positions and 50 closed out — a net gain of 13 holders — while 131 added to existing stakes and 148 trimmed.

The largest buyer was Canada Life, adding an estimated $58.1M. The largest seller was SEI Investments, cutting an estimated $224M.

  • 424 institutional investors held SEI Investments (SEIC) as of Q2 2020, up from 415 in Q1 2020.
  • Funds reported $5.75B of SEI Investments stock for Q2 2020, up 12% quarter-over-quarter.
  • 63 funds opened new SEI Investments positions in Q2 2020 and 50 closed out, a net change of +13 holders.
  • The largest SEI Investments buyer in Q2 2020 was Canada Life, an estimated $58.1M added.
  • The largest SEI Investments seller in Q2 2020 was SEI Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2020.