SEIC icon

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

Top Sellers

1
State Street
1
State Street
Massachusetts
$349M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$579M
3
Morgan Stanley
3
Morgan Stanley
New York
$358M
4
Canada Life
4
Canada Life
Manitoba, Canada
$95M
5
Comerica Bank
5
Comerica Bank
Texas
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
Shelton Capital Management
Colorado
$284K -$19.1K -317 -6%
P
327
Pitcairn
Pennsylvania
$277K +$50.7K +841 +22%
WI
328
WrapManager Inc
California
$276K +$22.8K +378 +9%
BC
329
Bridgefront Capital
Texas
$275K +$1.27K +21 +0.5%
GDP
330
Great Diamond Partners
Maine
$272K – – –
DCM
331
DGS Capital Management
New Jersey
$272K +$272K +4,514 New
CCA
332
Cadent Capital Advisors
Oklahoma
$270K – – –
FA
333
FDx Advisors
Illinois
$267K -$732K -12,169 -73%
CIA
334
Citadel Investment Advisory
Ohio
$264K – – –
HH
335
Hilltop Holdings
Texas
$262K +$262K +4,358 New
LA
336
Lindenwold Advisors
Pennsylvania
$255K +$1.57K +26 +0.6%
RCWM
337
Royal Capital Wealth Management
Indiana
$253K +$253K +4,200 New
Public Employees Retirement Association of Colorado
338
Public Employees Retirement Association of Colorado
Colorado
$250K – – –
TRCT
339
Tower Research Capital (TRC)
New York
$250K -$87.6K -1,455 -26%
EWM
340
Empirical Wealth Management
Washington
$246K +$246K +4,087 New
WA
341
WBH Advisory
Maryland
$241K – – –
OCBCO
342
Oversea-Chinese Banking Corp (OCBC)
Singapore
$234K +$234K +3,893 New
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$234K -$660K -10,945 -74%
MIM
344
Morningstar Investment Management
Illinois
$228K – – –
KI
345
Kapitalo Investimentos
Brazil
$226K +$134K +2,233 +147%
AL
346
Arnhold LLC
New York
$221K – – –
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$218K +$218K +3,620 New
PTC
348
Petrus Trust Company
Texas
$217K – – –
CCIA
349
Campbell & Co Investment Adviser
Maryland
$217K +$217K +3,599 New
PWG
350
Portside Wealth Group
Utah
$212K +$212K +3,547 New
12 13
14
15 16