We are live on ! Find out more
SEIC icon

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
EWA
376
EverSource Wealth Advisors
Alabama
$34.5K -$36.5K -649 -52%
WTA
377
Washington Trust Advisors
Massachusetts
$28.6K -$52.4K -931 -65%
CTC
378
Central Trust Company
Missouri
$28K
Baillie Gifford & Co
379
Baillie Gifford & Co
United Kingdom
$27.5K +$3.49K +62 +15%
FFA
380
Fairfield Financial Advisors
Massachusetts
$27.1K
CA
381
CoreCap Advisors
Michigan
$26.4K +$25.5K +453 New
CAM
382
Cresset Asset Management
Illinois
$24.4K -$22.9K -407 -2%
ADL
383
Asset Dedication LLC
California
$23K +$18K +320 +508%
CS
384
Comerica Securities
Michigan
$21.9K +$20.9K +372 New
CBT
385
CoreFirst Bank & Trust
Kansas
$21.7K
GRP
386
Global Retirement Partners
California
$20.1K
CFD
387
Creative Financial Designs
Indiana
$18.7K
MRCM
388
M&R Capital Management
New Jersey
$18.3K +$1.69K +30 +11%
NHT
389
New Hampshire Trust
New Hampshire
$17.5K +$16.9K +300 New
GWM
390
Geneos Wealth Management
Colorado
$17.2K
DFCM
391
Dark Forest Capital Management
Puerto Rico
$16.8K +$16.3K +289 New
ZB
392
Zions Bancorporation
Utah
$16.1K -$731 -13 -4%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$14.4K +$169 +3 +1%
BTI
394
Blue Trust Inc
Georgia
$13K +$3.32K +59 +28%
AIM
395
Anchor Investment Management
South Carolina
$11.7K
HNB
396
Huntington National Bank
Ohio
$11.5K +$450 +8 +4%
BAM
397
Belpointe Asset Management
Nevada
$11.4K +$11K +195 New
CA
398
Crewe Advisors
Utah
$11.1K -$1.01K -18 -9%
EI
399
Ellevest Inc
New York
$9.91K +$562 +10 +6%
TWP
400
TFO Wealth Partners
Ohio
$9.26K +$15.2K +271 New

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.