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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 %
IHL
301
Investment House LLC
California
$313K – – –
SCM
302
Shelton Capital Management
Colorado
$303K – – –
LA
303
LBP AM
France
$294K -$44.4K -771 -13%
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$291K +$90.2K +1,568 +45%
CM
305
Capula Management
Cayman Islands
$260K +$260K +4,520 New
CCA
306
Cadent Capital Advisors
Oklahoma
$258K – – –
V
307
Veritable
Delaware
$253K -$3.68K -64 -1%
CIA
308
Citadel Investment Advisory
Ohio
$252K -$1.15K -20 -0.5%
ECM
309
ExodusPoint Capital Management
New York
$248K +$248K +4,303 New
BIM
310
Baldwin Investment Management
Pennsylvania
$247K -$34.5K -600 -12%
BFM
311
Boothbay Fund Management
New York
$247K -$314K -5,450 -56%
GDP
312
Great Diamond Partners
Maine
$247K -$6.04K -105 -2%
MGP
313
Metis Global Partners
California
$246K +$246K +4,272 New
WI
314
WrapManager Inc
California
$239K +$921 +16 +0.4%
CANY
315
Caxton Associates (New York)
New York
$236K +$34.5K +599 +17%
WA
316
WBH Advisory
Maryland
$230K +$230K +4,000 New
DAC
317
Dividend Assets Capital
South Carolina
$222K – – –
P
318
Pitcairn
Pennsylvania
$221K -$1.04K -18 -0.5%
JWM
319
Janiczek Wealth Management
Colorado
$217K +$15.6K +269 +8%
GHA
320
GW Henssler & Associates
Georgia
$214K -$54.9K -954 -20%
AL
321
Arnhold LLC
New York
$211K – – –
PFWA
322
Paces Ferry Wealth Advisors
Georgia
$209K -$3.28K -57 -2%
PTC
323
Petrus Trust Company
Texas
$208K +$208K +3,606 New
PA
324
Profund Advisors
Maryland
$201K -$22.8K -396 -10%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K -$119K -2,073 -40%
11 12
13
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