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SEI Investments

457 hedge funds and large institutions have $5.53B invested in SEI Investments in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,655% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $60K

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

4% more funds holding

Funds holding: 441457 (+16)

3% more capital invested

Capital invested by funds: $5.36B → $5.53B (+$176M)

0.69% more ownership

Funds ownership: 69.18%69.88% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
7.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
58
Increased
141
Reduced
162
Closed
41
Calls
$9.45M
Puts
$60K
Net Calls
+$9.39M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
376
Harbor Investment Advisory
Maryland
$48.3K
UM
377
UniSuper Management
Australia
$47.7K +$46.5K +800 New
VC
378
Vestor Capital
Illinois
$45K +$43.5K +747 New
PTC
379
Private Trust Company
Ohio
$41.6K -$931 -16 -2%
AWA
380
Artemis Wealth Advisors
New York
$38.7K +$2.68K +46 +8%
WT
381
Whittier Trust
California
$37K
GCM
382
Gladius Capital Management
Illinois
$36.9K -$65K -1,118 -64%
FFA
383
Farther Finance Advisors
California
$36.3K
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$36.1K +$14.1K +243 +67%
HBW
385
Hazlett, Burt & Watson
West Virginia
$36K
UB
386
UMB Bank
Missouri
$35.8K
SWM
387
Spire Wealth Management
Virginia
$34K -$3.72K -64 -10%
WTA
388
Washington Trust Advisors
Massachusetts
$31.4K -$407 -7 -1%
CTC
389
Central Trust Company
Missouri
$28.7K
FFA
390
Fairfield Financial Advisors
Massachusetts
$27.7K
GRP
391
Global Retirement Partners
California
$26.4K +$989 +17 +4%
LSA
392
Leonteq Securities AG
Switzerland
$24K +$4.71K +81 +25%
AS
393
AM Squared
Hong Kong
$23.8K
First Manhattan
394
First Manhattan
New York
$23.8K
ADL
395
Asset Dedication LLC
California
$23K
CBT
396
CoreFirst Bank & Trust
Kansas
$22.2K
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$21.8K -$233 -4 -1%
GWM
398
Geneos Wealth Management
Colorado
$19.4K +$1.8K +31 +11%
MRCM
399
M&R Capital Management
New Jersey
$19K +$116 +2 +0.6%
VAG
400
VisionPoint Advisory Group
Texas
$18.3K +$17.9K +307 New

SEIC Hedge Fund Activity: Q2 2023 in Review

457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2023, worth a combined $5.53B — up 3.3% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SEIC positions and 41 closed out — a net gain of 17 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $66.4M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 457 institutional investors held SEI Investments (SEIC) as of Q2 2023, up from 441 in Q1 2023.
  • Funds reported $5.53B of SEI Investments stock for Q2 2023, up 3.3% quarter-over-quarter.
  • 58 funds opened new SEI Investments positions in Q2 2023 and 41 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q2 2023 was Citadel Advisors, an estimated $66.4M added.
  • The largest SEI Investments seller in Q2 2023 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2023.