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SEI Investments
SEIC

Overview Fund Activity

456 hedge funds and large institutions have $5.63B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 152 increasing their positions, 164 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
152
Reduced
164
Closed
40
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M

Top Buyers

1
Invesco
Invesco
Georgia
$67.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$28.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.3M
5
BA
Bridgewater Associates
Connecticut
$12M

Top Sellers

1
State Street
State Street
Massachusetts
$349M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$579M
3
Morgan Stanley
Morgan Stanley
New York
$358M
4
Canada Life
Canada Life
Manitoba, Canada
$95M
5
Comerica Bank
Comerica Bank
Texas
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
351
Baldwin Investment Management
Pennsylvania
$211K -$12K -200 -5%
O
352
Ossiam
France
$210K -$22K -366 -9%
LFA
353
Legacy Financial Advisors
Kentucky
$210K +$210K +3,487 New
S
354
SignatureFD
Georgia
$201K +$62K +1,029 +45%
CG
355
Caprock Group
Idaho
$201K +$201K +3,333 New
SOW
356
State of Wyoming
Wyoming
$176K +$843 +14 +0.5%
CMBA
357
C.M. Bidwell & Associates
Hawaii
$130K +$128K +2,121 +5,303%
IPW
358
Impact Partnership Wealth
Georgia
$129K +$129K +2,137 New
C
359
Covestor
United Kingdom
$126K +$241 +4 +0.2%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K -$66.8K -1,109 -36%
HCM
361
Hollencrest Capital Management
California
$114K – – –
HBT
362
Hills Bank & Trust
Iowa
$110K – – –
CCA
363
Column Capital Advisors
Indiana
$109K -$4.16K -69 -4%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$107K +$2.05K +34 +2%
BF
365
BOK Financial
Oklahoma
$104K -$8.16K -152 -7%
IWP
366
Icon Wealth Partners
Texas
$101K +$101K +1,677 New
QCG
367
Quadrant Capital Group
Ohio
$98.8K +$10.2K +170 +12%
VWM
368
Venturi Wealth Management
Texas
$91.3K -$4.04K -67 -4%
MFG
369
Mendota Financial Group
Wisconsin
$88.4K – – –
DAC
370
Dividend Assets Capital
South Carolina
$87K -$30K -500 -26%
TFA
371
Toth Financial Advisory
Virginia
$83.8K – – –
Swedbank
372
Swedbank
Sweden
$78.2K – – –
PO
373
Private Ocean
California
$72.3K – – –
ST
374
Smithfield Trust
Pennsylvania
$72K – – –
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$64.3K +$27.8K +462 +76%
13 14
15
16 17