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SEI Investments

444 hedge funds and large institutions have $5.38B invested in SEI Investments in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $332K

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

17% more capital invested

Capital invested by funds: $4.61B → $5.38B (+$766M)

3% more funds holding

Funds holding: 432444 (+12)

0.35% less ownership

Funds ownership: 69.65%69.3% (-0.35%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 164

Holders
444
Holders Change
+12
Holders Change %
+2.78%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
57
Increased
134
Reduced
164
Closed
37
Calls
$1.68M
Puts
$332K
Net Calls
+$1.35M
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$70K
PO
352
Private Ocean
California
$70K
QCG
353
Quadrant Capital Group
Ohio
$68.8K +$32.4K +576 +95%
Dimensional Fund Advisors
354
Dimensional Fund Advisors
Texas
$68.4K +$995K +17,685 +2%
SC
355
SouthState Corp
Florida
$68K -$27.4K -487 -29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
356
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66.8K -$85.1K -1,514 -57%
SC
357
Seldon Capital
California
$65.4K
ASN
358
Advisory Services Network
Georgia
$60.7K +$58.5K +1,041 New
O
359
Ossiam
France
$59.2K
EWM
360
Endurance Wealth Management
Rhode Island
$58K
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.5K
DA
362
Denali Advisors
California
$49.1K +$45K +800 +1,860%
PI
363
PEAK6 Investments
Illinois
$47.9K +$46.2K +821 New
HIA
364
Harbor Investment Advisory
Maryland
$47K
PTC
365
Private Trust Company
Ohio
$42K -$450 -8 -1%
HIIFS
366
Harel Insurance Investments & Financial Services
Israel
$42K +$40K +711 New
First Manhattan
367
First Manhattan
New York
$40.8K -$9.62K -171 -20%
UB
368
UMB Bank
Missouri
$39K -$300K -5,333 -89%
IA
369
IFP Advisors
Florida
$39K -$15.9K -283 -34%
HPC
370
HM Payson & Co
Maine
$37.6K +$2.53K +45 +8%
SWM
371
Spire Wealth Management
Virginia
$37K
WT
372
Whittier Trust
California
$36.1K
FFA
373
Farther Finance Advisors
California
$36.1K +$34.8K +619 New
AWA
374
Artemis Wealth Advisors
New York
$35.6K
HBW
375
Hazlett, Burt & Watson
West Virginia
$35K

SEIC Hedge Fund Activity: Q4 2022 in Review

444 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2022, worth a combined $5.38B — up 17% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SEIC positions and 37 closed out — a net gain of 20 holders — while 134 added to existing stakes and 164 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $319M. The largest seller was Loomis, Sayles & Company, cutting an estimated $36.5M.

  • 444 institutional investors held SEI Investments (SEIC) as of Q4 2022, up from 432 in Q3 2022.
  • Funds reported $5.38B of SEI Investments stock for Q4 2022, up 17% quarter-over-quarter.
  • 57 funds opened new SEI Investments positions in Q4 2022 and 37 closed out, a net change of +20 holders.
  • The largest SEI Investments buyer in Q4 2022 was Morgan Stanley, an estimated $319M added.
  • The largest SEI Investments seller in Q4 2022 was Loomis, Sayles & Company, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2022.