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SEI Investments

453 hedge funds and large institutions have $5.16B invested in SEI Investments in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.08% less ownership

Funds ownership: 69.69%69.61% (-0.08%)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

7% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 162

2% less funds holding

Funds holding: 464453 (-11)

11% less capital invested

Capital invested by funds: $5.79B → $5.16B (-$631M)

91% less call options, than puts

Call options by funds: $389K | Put options by funds: $4.14M

Holders
453
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
7.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
150
Reduced
162
Closed
46
Calls
$389K
Puts
$4.14M
Net Calls
-$3.75M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$245K +$62.5K +1,110 +32%
CCA
327
Cadent Capital Advisors
Oklahoma
$243K
CIA
328
Citadel Investment Advisory
Ohio
$242K +$3.38K +60 +1%
GDP
329
Great Diamond Partners
Maine
$241K +$1.35K +24 +0.5%
WI
330
WrapManager Inc
California
$237K -$1.13K -20 -0.5%
PA
331
Profund Advisors
Maryland
$236K -$71.3K -1,267 -22%
DAC
332
Dividend Assets Capital
South Carolina
$232K -$59.1K -1,050 -20%
S
333
SignatureFD
Georgia
$229K +$118K +2,101 +98%
MAM
334
Meeder Asset Management
Ohio
$228K +$196K +3,481 +470%
P
335
Pitcairn
Pennsylvania
$226K -$12.4K -220 -5%
Neuberger Berman Group
336
Neuberger Berman Group
New York
$221K -$105K -1,871 -31%
WA
337
WBH Advisory
Maryland
$216K
YIH
338
Y-Intercept (HK)
Hong Kong
$212K +$221K +3,929 New
SP
339
Symmetry Partners
Connecticut
$209K
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$209K +$218K +3,866 New
PP
341
PDT Partners
New York
$209K +$218K +3,874 New
PFWA
342
Paces Ferry Wealth Advisors
Georgia
$206K -$732 -13 -0.3%
RIM
343
Redpoint Investment Management
Australia
$206K
FCBT
344
First Citizens Bank & Trust
North Carolina
$203K -$13.1K -232 -6%
Qube Research & Technologies (QRT)
345
Qube Research & Technologies (QRT)
United Kingdom
$202K -$243K -4,314 -54%
JWM
346
Janiczek Wealth Management
Colorado
$179K +$23.3K +414 +15%
FAF
347
Första AP-fonden
Sweden
$178K -$2.47M -43,900 -93%
VI
348
Vestcor Inc
New Brunswick, Canada
$148K +$48.6K +863 +46%
NICM
349
Neo Ivy Capital Management
New York
$148K +$155K +2,758 New
US Bancorp
350
US Bancorp
Minnesota
$141K +$36.1K +641 +33%

SEIC Hedge Fund Activity: Q2 2022 in Review

453 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2022, worth a combined $5.16B — down 11% from $5.79B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of SEIC and 45 opened new positions — a net loss of 1 holder — while 162 trimmed existing stakes and 150 added.

The largest buyer was Tandem Investment Advisors, opening a new position worth an estimated $38.4M. The largest seller was Loomis, Sayles & Company, cutting an estimated $65.8M.

  • 453 institutional investors held SEI Investments (SEIC) as of Q2 2022, down from 464 in Q1 2022.
  • Funds reported $5.16B of SEI Investments stock for Q2 2022, down 11% quarter-over-quarter.
  • 45 funds opened new SEI Investments positions in Q2 2022 and 46 closed out, a net change of -1 holder.
  • The largest SEI Investments buyer in Q2 2022 was Tandem Investment Advisors, an estimated $38.4M added.
  • The largest SEI Investments seller in Q2 2022 was Loomis, Sayles & Company, an estimated $65.8M sold.

Based on aggregated 13F filings for Q2 2022.