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SEI Investments
SEIC

Overview Fund Activity

452 hedge funds and large institutions have $5.52B invested in SEI Investments in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+16
Holders Change %
+3.67%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
58
Increased
138
Reduced
161
Closed
41
Calls
$9.45M
Puts
$60K
Net Calls
+$9.39M
Net Calls Change
+$6.01M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$86.6M
2
Millennium Management
2
Millennium Management
New York
$47.3M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$33M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$20.8M
5
Man Group
5
Man Group
United Kingdom
$11.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$668M
2
American Century Companies
2
American Century Companies
Missouri
$3.65M
3
MG
3
Markel Group
Virginia
$10.3M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$593M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
351
Column Capital Advisors
Indiana
$112K – – –
HBT
352
Hills Bank & Trust
Iowa
$109K -$16.8K -282 -13%
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$104K +$8.12K +136 +8%
US Bancorp
354
US Bancorp
Minnesota
$103K -$30.6K -513 -23%
VWM
355
Venturi Wealth Management
Texas
$94.4K -$19.2K -322 -17%
SPIA
356
Steward Partners Investment Advisory
New York
$91.8K -$20.7K -348 -18%
KI
357
Kapitalo Investimentos
Brazil
$90.4K +$90.4K +1,516 New
QCG
358
Quadrant Capital Group
Ohio
$87.6K +$9.54K +160 +12%
MFG
359
Mendota Financial Group
Wisconsin
$87.5K +$17.8K +299 +26%
TFA
360
Toth Financial Advisory
Virginia
$82.9K – – –
Swedbank
361
Swedbank
Sweden
$77.4K – – –
ST
362
Smithfield Trust
Pennsylvania
$72K – – –
PO
363
Private Ocean
California
$71.5K – – –
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$71.2K -$1.85K -31 -3%
Point72 Asset Management
365
Point72 Asset Management
Connecticut
$71K +$71K +1,191 New
EWM
366
Endurance Wealth Management
Rhode Island
$60K – – –
AAP
367
Arax Advisory Partners
Colorado
$59.3K -$23.9K -401 -29%
SC
368
SouthState Corp
Florida
$55.4K – – –
ETC
369
Exchange Traded Concepts
Oklahoma
$54.6K +$54.6K +915 New
OAM
370
Ostrum Asset Management
France
$54.4K +$60 +1 +0.1%
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53.7K – – –
HIA
372
Harbor Investment Advisory
Maryland
$48.3K – – –
UM
373
UniSuper Management
Australia
$47.7K +$47.7K +800 New
VC
374
Vestor Capital
Illinois
$45K +$45K +747 New
PTC
375
Private Trust Company
Ohio
$41.6K -$954 -16 -2%
13 14
15
16 17