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SEI Investments
SEIC

Overview Fund Activity

488 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
70
Increased
143
Reduced
181
Closed
30
Calls
$1.58M
Puts
$83K
Net Calls
+$1.49M
Net Calls Change
+$234K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$377M
2
Citadel Advisors
Citadel Advisors
Florida
+$21.2M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$14.4M
4
Invesco
Invesco
Georgia
+$14.3M
5
Man Group
Man Group
United Kingdom
+$12.2M

Top Sellers

1
TIA
Tandem Investment Advisors
South Carolina
-$18M
2
Ameriprise
Ameriprise
Minnesota
-$12.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.8M
4
BlackRock
BlackRock
New York
-$12.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
326
Point72 Hong Kong
Hong Kong
$320K +$320K +5,034 New
Commonwealth Equity Services
327
Commonwealth Equity Services
Massachusetts
$303K -$9.59K -151 -3%
CIG
328
Cullen Investment Group
Louisiana
$300K +$300K +4,717 New
P
329
Pitcairn
Pennsylvania
$292K -$191 -3 -0.1%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$291K -$591K -9,295 -67%
GDP
331
Great Diamond Partners
Maine
$287K +$254 +4 +0.1%
CCA
332
Cadent Capital Advisors
Oklahoma
$285K – – –
WI
333
WrapManager Inc
California
$282K -$9.34K -147 -3%
EI
334
Ethic Inc
New York
$279K -$57.2K -900 -17%
SCM
335
Shelton Capital Management
Colorado
$277K -$22.7K -357 -8%
CIA
336
Citadel Investment Advisory
Ohio
$273K -$4.76K -75 -2%
DCM
337
DGS Capital Management
New Jersey
$269K -$17.9K -282 -6%
RCWM
338
Royal Capital Wealth Management
Indiana
$267K – – –
LA
339
Lindenwold Advisors
Pennsylvania
$266K -$2.86K -45 -1%
SPA
340
Sherbrooke Park Advisers
New York
$265K +$265K +4,174 New
Public Employees Retirement Association of Colorado
341
Public Employees Retirement Association of Colorado
Colorado
$263K – – –
PAG
342
Private Advisor Group
New Jersey
$262K +$262K +4,123 New
HH
343
Hilltop Holdings
Texas
$260K -$16.9K -266 -6%
EWM
344
Empirical Wealth Management
Washington
$260K – – –
WA
345
WBH Advisory
Maryland
$254K – – –
OAM
346
Oxford Asset Management
United Kingdom
$251K +$251K +3,955 New
TSS
347
Two Sigma Securities
New York
$248K +$248K +3,910 New
Envestnet Portfolio Solutions
348
Envestnet Portfolio Solutions
Illinois
$247K +$247K +3,893 New
AA
349
AlphaQ Advisors
Florida
$247K +$247K +3,890 New
LFA
350
Legacy Financial Advisors
Kentucky
$246K +$24.8K +391 +11%
12 13
14
15 16