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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
BIA
426
Bell Investment Advisors
California
$2.33K -$1.07K -19 -32%
AF
427
Advisornet Financial
Minnesota
$2.1K +$2.02K +36 New
CWP
428
Concord Wealth Partners
Virginia
$2.04K +$1.97K +35 New
SIC
429
SJS Investment Consulting
Ohio
$2.04K +$1.07K +19 +119%
CMBA
430
C.M. Bidwell & Associates
Hawaii
$2.04K +$1.97K +35 New
TPCW
431
TD Private Client Wealth
New York
$1.92K
RTL
432
Red Tortoise LLC
Georgia
$1.92K +$1.86K +33 New
VCM
433
Versant Capital Management
Arizona
$1.81K
LC
434
Lindbrook Capital
California
$1.57K -$2.08K -37 -58%
DI
435
Disciplined Investments
Oklahoma
$1.46K -$56 -1 -4%
AP
436
Arlington Partners
Alabama
$1.4K +$1.35K +24 New
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$1K
MFT
438
Moisand Fitzgerald Tamayo
Florida
$700 +$675 +12 New
GWS
439
Glassman Wealth Services
Virginia
$641 -$675 -12 -52%
LFG
440
Larson Financial Group
Missouri
$587
SCA
441
Stonebridge Capital Advisors
Minnesota
$466 +$450 +8 New
PFBT
442
Parkside Financial Bank & Trust
Missouri
$233
NA
443
NewEdge Advisors
Louisiana
$63 +$4.67K +83 New
SWA
444
Sutton Wealth Advisors
Florida
$58 -$56 -1 -50%
EBA
445
Eagle Bay Advisors
New York
$15
NEI
446
Northwest & Ethical Investments
Ontario, Canada
-$2.85M -58,176 Closed
CIM
447
Courant Investment Management
Tennessee
-$2.68M -54,707 Closed
MF
448
Magnetar Financial
Illinois
-$2.19M -44,723 Closed
Holocene Advisors
449
Holocene Advisors
New York
-$2.05M -41,813 Closed
PFPT
450
Pinnacle Financial Partners (Tennessee)
Tennessee
-$1.83M -37,419 Closed

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.