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SEI Investments
SEIC

Overview Fund Activity

437 hedge funds and large institutions have $5.35B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
139
Reduced
175
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.9M
2
JAM
Jupiter Asset Management
United Kingdom
+$11.1M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$10.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.83M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$8.77M

Top Sellers

1
State Street
State Street
Massachusetts
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$15.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$15.4M
4
Goldman Sachs
Goldman Sachs
New York
-$14.1M
5
UBS AM
UBS AM
Illinois
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
351
Smithfield Trust
Pennsylvania
$70K – – –
MC
352
Machina Capital
France
$69.6K +$69.6K +1,210 New
PO
353
Private Ocean
California
$69.1K – – –
ASN
354
Advisory Services Network
Georgia
$59.6K -$288 -5 -0.5%
EWM
355
Endurance Wealth Management
Rhode Island
$58K – – –
SC
356
SouthState Corp
Florida
$53.5K -$13.6K -237 -20%
OAM
357
Ostrum Asset Management
France
$52.5K +$52.5K +912 New
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51.8K – – –
HIA
359
Harbor Investment Advisory
Maryland
$46.6K +$173 +3 +0.4%
IAIM
360
International Assets Investment Management
Florida
$44.8K +$44.8K +778 New
PTC
361
Private Trust Company
Ohio
$41.1K – – –
HIIFS
362
Harel Insurance Investments & Financial Services
Israel
$40K – – –
SWM
363
Spire Wealth Management
Virginia
$36.5K – – –
WT
364
Whittier Trust
California
$35.7K – – –
FFA
365
Farther Finance Advisors
California
$35K -$576 -10 -2%
HBW
366
Hazlett, Burt & Watson
West Virginia
$35K – – –
AWA
367
Artemis Wealth Advisors
New York
$34.7K -$461 -8 -1%
UB
368
UMB Bank
Missouri
$34.5K -$4.09K -71 -11%
EWA
369
EverSource Wealth Advisors
Alabama
$34.1K – – –
WTA
370
Washington Trust Advisors
Massachusetts
$30.7K +$2.42K +42 +9%
Baillie Gifford & Co
371
Baillie Gifford & Co
United Kingdom
$29.2K +$2.13K +37 +8%
CTC
372
Central Trust Company
Missouri
$27.7K – – –
FFA
373
Fairfield Financial Advisors
Massachusetts
$26.3K – – –
GRP
374
Global Retirement Partners
California
$24.9K +$4.79K +82 +24%
AS
375
AM Squared
Hong Kong
$23K -$92.1K -1,600 -80%
13 14
15
16 17