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
NICM
351
Neo Ivy Capital Management
New York
$118K -$382K -6,996 -77%
HR
352
Howe & Rusling
New York
$115K
BBHC
353
Brown Brothers Harriman & Co
New York
$110K +$47.6K +872 +83%
CCA
354
Column Capital Advisors
Indiana
$102K +$1.36K +25 +1%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$92K -$27.3K -500 -24%
First Manhattan
356
First Manhattan
New York
$86K
AAP
357
Arax Advisory Partners
Colorado
$84K -$437 -8 -0.5%
SO
358
STRS Ohio
Ohio
$79K -$18.5K -339 -20%
GRP
359
Global Retirement Partners
California
$70K -$2.57K -47 -4%
ST
360
Smithfield Trust
Pennsylvania
$69K
LS
361
Livforsakringsbolaget Skandia
Sweden
$66K
DZ Bank
362
DZ Bank
Germany
$65.2K +$61.9K +1,134 New
PCG
363
Private Capital Group
Connecticut
$64K -$10.7K -196 -15%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$59K -$8.52K -156 -13%
SIAP
365
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K
HNB
366
Huntington National Bank
Ohio
$59K +$55 +1 +0.1%
EWM
367
Endurance Wealth Management
Rhode Island
$57K
VNA
368
Valley National Advisers
Pennsylvania
$57K
MRCM
369
M&R Capital Management
New Jersey
$53K
TFA
370
Toth Financial Advisory
Virginia
$53K +$4.09K +75 +9%
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K +$49.1K +900 New
SAM
372
Shell Asset Management
Netherlands
$44K -$20.7K -380 -33%
RIM
373
Rockbridge Investment Management
New York
$38K
WT
374
Whittier Trust
California
$38K
MAM
375
Meeder Asset Management
Ohio
$38K +$25.9K +475 +260%

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.