We are live on ! Find out more
SEIC icon

SEI Investments

441 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $5.07B → $5.65B (+$587M)

3% more funds holding

Funds holding: 427441 (+14)

0.74% less ownership

Funds ownership: 68.42%67.68% (-0.74%)

6% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $2.86M

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Citadel Investment Advisory
Ohio
$261K +$248K +4,550 New
Creative Planning
327
Creative Planning
Kansas
$253K -$8.79K -161 -4%
FCBT
328
First Citizens Bank & Trust
North Carolina
$252K -$21.1K -387 -8%
HF
329
HRT Financial
New York
$247K -$3.28M -60,086 -93%
CAN
330
Cetera Advisor Networks
California
$246K -$115K -2,104 -33%
WA
331
WBH Advisory
Maryland
$243K
IRF
332
IBM Retirement Fund
New York
$242K +$230K +4,214 New
PFWA
333
Paces Ferry Wealth Advisors
Georgia
$239K -$17.8K -326 -7%
BF
334
BOK Financial
Oklahoma
$238K -$303K -5,547 -57%
CI
335
Cigna Investments
Connecticut
$231K +$3.44K +63 +2%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$227K -$7.86K -144 -4%
PRC
337
Pearl River Capital
Michigan
$227K +$215K +3,943 New
CCA
338
Cadent Capital Advisors
Oklahoma
$227K +$215K +3,945 New
QC
339
Quadrature Capital
United Kingdom
$224K +$213K +3,900 New
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K +$178K +3,269 +726%
CAM
341
Congress Asset Management
Massachusetts
$205K +$194K +3,560 New
CIC
342
Crawford Investment Counsel
Georgia
$203K -$171K -3,140 -47%
RE
343
RBC Europe
United Kingdom
$195K
S
344
Seeyond
France
$184K -$983 -18 -0.6%
Acadian Asset Management
345
Acadian Asset Management
Massachusetts
$182K +$26.8K +490 +18%
HBT
346
Hills Bank & Trust
Iowa
$181K
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$161K +$91.3K +1,672 +149%
US Bancorp
348
US Bancorp
Minnesota
$154K +$26.2K +480 +22%
FC
349
FORA Capital
Florida
$147K +$104K +1,910 +294%
AWM
350
Accel Wealth Management
Iowa
$120K +$114K +2,080 New

SEIC Hedge Fund Activity: Q4 2020 in Review

441 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2020, worth a combined $5.65B — up 12% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEIC positions and 38 closed out — a net gain of 17 holders — while 131 added to existing stakes and 172 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $33.8M. The largest seller was Loomis, Sayles & Company, cutting an estimated $47.4M.

  • 441 institutional investors held SEI Investments (SEIC) as of Q4 2020, up from 427 in Q3 2020.
  • Funds reported $5.65B of SEI Investments stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new SEI Investments positions in Q4 2020 and 38 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q4 2020 was Beutel, Goodman & Co, an estimated $33.8M added.
  • The largest SEI Investments seller in Q4 2020 was Loomis, Sayles & Company, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2020.