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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
Bessemer Group
401
Bessemer Group
New Jersey
$8K -$57.8K -1,028 -89%
BC
402
Bartlett & Co
Ohio
$8K
BCWM
403
Bartlett & Co Wealth Management
Ohio
$7.69K
WTC
404
WhitTier Trust Company
Nevada
$7.58K
JWA
405
JFS Wealth Advisors
Pennsylvania
$7.23K +$450 +8 +7%
IRC
406
Investors Research Corp
Georgia
$7.05K
QC
407
Quent Capital
New York
$6.36K +$5.17K +92 +541%
PWMG
408
Prestige Wealth Management Group
New Jersey
$6.17K
MYAM
409
Meiji Yasuda Asset Management
Japan
$5.55K +$1.87M +33,282 +54%
HCP
410
Hexagon Capital Partners
Arkansas
$5.3K +$5.12K +91 New
ME
411
McIlrath & Eck
Washington
$5.19K
TWM
412
Tradition Wealth Management
Minnesota
$5K
SC
413
Schubert & Co
Texas
$4.2K +$675 +12 +20%
VCM
414
Vigilant Capital Management
Maine
$4K
FHA
415
First Horizon Advisors
Tennessee
$3.37K
AF
416
Allworth Financial
California
$3.32K +$2.48K +44 +338%
LS
417
Livforsakringsbolaget Skandia
Sweden
$3.17K
BWM
418
Baystate Wealth Management
Massachusetts
$3K
BFEC
419
Benjamin F. Edwards & Company
Missouri
$3K
TWA
420
TCI Wealth Advisors
Arizona
$2.92K +$56 +1 +2%
MA
421
Montag & Associates
Georgia
$2.88K +$2.76K +49 New
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$2.8K
TFS
423
TrustCore Financial Services
Tennessee
$2.68K +$2.59K +46 New
CSPIA
424
Cary Street Partners Investment Advisory
Virginia
$2.56K +$2.48K +44 New
EARNEST Partners
425
EARNEST Partners
Georgia
$2.45K

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.