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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AWA
376
Artemis Wealth Advisors
New York
$38.7K 649 +46 +8%
WT
377
Whittier Trust
California
$37K 620 – –
GCM
378
Gladius Capital Management
Illinois
$36.9K 619 -1,118 -64%
FFA
379
Farther Finance Advisors
California
$36.3K 609 – –
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$36.1K 605 +243 +67%
HBW
381
Hazlett, Burt & Watson
West Virginia
$36K 600 – –
UB
382
UMB Bank
Missouri
$35.8K 600 – –
SWM
383
Spire Wealth Management
Virginia
$34K 570 -64 -10%
WTA
384
Washington Trust Advisors
Massachusetts
$31.4K 526 -7 -1%
CTC
385
Central Trust Company
Missouri
$28.7K 481 – –
FFA
386
Fairfield Financial Advisors
Massachusetts
$27.7K 465 – –
GRP
387
Global Retirement Partners
California
$26.4K 443 +17 +4%
First Manhattan
388
First Manhattan
New York
$23.8K 400 – –
AS
389
AM Squared
Hong Kong
$23.8K 400 – –
ADL
390
Asset Dedication LLC
California
$23K 383 – –
CBT
391
CoreFirst Bank & Trust
Kansas
$22.2K 373 – –
National Bank of Canada
392
National Bank of Canada
Quebec, Canada
$21.8K 366 -4 -1%
GWM
393
Geneos Wealth Management
Colorado
$19.4K 326 +31 +11%
MRCM
394
M&R Capital Management
New Jersey
$19K 317 +2 +0.6%
VAG
395
VisionPoint Advisory Group
Texas
$18.3K 307 +307 New
N
396
Natixis
France
$18.1K 303 -59,197 -99%
HPC
397
HM Payson & Co
Maine
$17.9K 300 – –
ZB
398
Zions Bancorporation
Utah
$16.5K 277 – –
AP
399
Arlington Partners
Alabama
$14.8K 248 +248 New
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$14.3K 240 +196 +445%
14 15
16
17 18