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SEI Investments

441 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $5.07B → $5.65B (+$587M)

3% more funds holding

Funds holding: 427441 (+14)

0.74% less ownership

Funds ownership: 68.42%67.68% (-0.74%)

6% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $2.86M

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$3K +$3.28K +60 New
EARNEST Partners
427
EARNEST Partners
Georgia
$2K
GC
428
Globeflex Capital
California
$2K
HGWM
429
Harvest Group Wealth Management
Massachusetts
$2K
TWA
430
TCI Wealth Advisors
Arizona
$2K
TPCW
431
TD Private Client Wealth
New York
$1.9K -$1.58K -29 -47%
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
433
Glassman Wealth Services
Virginia
$1K
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$1K
PCIA
435
Prime Capital Investment Advisors
Kansas
$1K
VCM
436
Versant Capital Management
Arizona
$1K
LIM
437
Longfellow Investment Management
Massachusetts
$1K +$273 +5 New
MCM
438
Manchester Capital Management
Vermont
$1K +$655 +12 +240%
RPWA
439
Regent Peak Wealth Advisors
Georgia
$1K +$1.42K +26 New
JAM
440
Jupiter Asset Management
United Kingdom
-$12.8M -252,049 Closed
ACH
441
ArrowMark Colorado Holdings
Colorado
-$8.32M -164,000 Closed
NC
442
Nicholas Company
Wisconsin
-$8M -157,800 Closed
Capital Fund Management (CFM)
443
Capital Fund Management (CFM)
France
-$3.58M -70,582 Closed
WC
444
Winmill & Co
New York
-$2.43M -48,000 Closed
SCM
445
Sirios Capital Management
Massachusetts
-$2.41M -47,515 Closed
AIMCA
446
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.29M -45,100 Closed
Tudor Investment Corp
447
Tudor Investment Corp
Connecticut
-$2.28M -44,948 Closed
Assenagon Asset Management
448
Assenagon Asset Management
Luxembourg
-$2.01M -39,599 Closed
Bank of Nova Scotia
449
Bank of Nova Scotia
Ontario, Canada
-$1.93M -38,121 Closed
DA
450
Duality Advisers
Florida
-$755K -14,890 Closed

SEIC Hedge Fund Activity: Q4 2020 in Review

441 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2020, worth a combined $5.65B — up 12% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEIC positions and 38 closed out — a net gain of 17 holders — while 131 added to existing stakes and 172 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $33.8M. The largest seller was Loomis, Sayles & Company, cutting an estimated $47.4M.

  • 441 institutional investors held SEI Investments (SEIC) as of Q4 2020, up from 427 in Q3 2020.
  • Funds reported $5.65B of SEI Investments stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new SEI Investments positions in Q4 2020 and 38 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q4 2020 was Beutel, Goodman & Co, an estimated $33.8M added.
  • The largest SEI Investments seller in Q4 2020 was Loomis, Sayles & Company, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2020.