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SEI Investments
SEIC

Overview Fund Activity

455 hedge funds and large institutions have $5.62B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 164 reducing their positions, and 40 closing their positions.

Holders
455
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.26%
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
151
Reduced
164
Closed
40
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M

Top Buyers

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

Top Sellers

1
State Street
1
State Street
Massachusetts
$349M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$579M
3
Morgan Stanley
3
Morgan Stanley
New York
$358M
4
Canada Life
4
Canada Life
Manitoba, Canada
$95M
5
Comerica Bank
5
Comerica Bank
Texas
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
401
Asset Dedication LLC
California
$23K – – –
CBT
402
CoreFirst Bank & Trust
Kansas
$22.5K – – –
MRCM
403
M&R Capital Management
New Jersey
$19.1K +$60 +1 +0.3%
HPC
404
HM Payson & Co
Maine
$18.1K – – –
ZB
405
Zions Bancorporation
Utah
$16.7K – – –
BTI
406
Blue Trust Inc
Georgia
$16K +$8.63K +138 +117%
LFA
407
LGT Financial Advisors
Texas
$14.8K +$14.8K +245 New
HNB
408
Huntington National Bank
Ohio
$13.1K +$3.25K +54 +33%
CA
409
Clearstead Advisors
Ohio
$13K +$13K +216 New
EWA
410
EverSource Wealth Advisors
Alabama
$12.3K +$4.1K +68 +50%
AIM
411
Anchor Investment Management
South Carolina
$12K – – –
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$11.8K -$2.65K -44 -18%
WTG
413
West Tower Group
Virginia
$11.4K +$5.54K +92 +95%
SWM
414
Spire Wealth Management
Virginia
$11.3K -$23K -382 -67%
NSIM
415
North Star Investment Management
Illinois
$10.3K – – –
QC
416
Quent Capital
New York
$8.7K – – –
IA
417
IFP Advisors
Florida
$8.19K +$301 +5 +4%
BC
418
Bartlett & Co
Ohio
$8K – – –
BCWM
419
Bartlett & Co Wealth Management
Ohio
$7.89K – – –
WTC
420
WhitTier Trust Company
Nevada
$7.83K – – –
IRC
421
Investors Research Corp
Georgia
$7.29K – – –
CFB
422
Cullen/Frost Bankers
Texas
$7.23K – – –
AF
423
Allworth Financial
California
$6.75K +$4.04K +67 +149%
JWA
424
JFS Wealth Advisors
Pennsylvania
$6.63K +$301 +5 +5%
PWMG
425
Prestige Wealth Management Group
New Jersey
$6.33K – – –
15 16
17
18 19