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SEI Investments
SEIC

Overview Fund Activity

442 hedge funds and large institutions have $5.37B invested in SEI Investments in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 164 reducing their positions, and 37 closing their positions.

Holders
442
Holders Change
+12
Holders Change %
+2.79%
% of All Funds
7.13%
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
133
Reduced
164
Closed
37
Calls
$1.68M
Puts
$332K
Net Calls
+$1.35M
Net Calls Change
+$876K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$380M
2
State Street
2
State Street
Massachusetts
$394M
3
UBS AM
3
UBS AM
Illinois
$57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.3M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$14.4M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$612M
2
American Century Companies
2
American Century Companies
Missouri
$33M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.9M
4
Bank of America
4
Bank of America
North Carolina
$194M
5
UBS Group
5
UBS Group
Switzerland
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
426
Concord Wealth Partners
Virginia
$2.04K +$2.04K +35 New
SIC
427
SJS Investment Consulting
Ohio
$2.04K +$1.11K +19 +119%
CMBA
428
C.M. Bidwell & Associates
Hawaii
$2.04K +$2.04K +35 New
TPCW
429
TD Private Client Wealth
New York
$1.92K – – –
RTL
430
Red Tortoise LLC
Georgia
$1.92K +$1.92K +33 New
VCM
431
Versant Capital Management
Arizona
$1.81K – – –
LC
432
Lindbrook Capital
California
$1.57K -$2.16K -37 -58%
DI
433
Disciplined Investments
Oklahoma
$1.46K -$58 -1 -4%
AP
434
Arlington Partners
Alabama
$1.4K +$1.4K +24 New
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
MFT
436
Moisand Fitzgerald Tamayo
Florida
$700 +$700 +12 New
GWS
437
Glassman Wealth Services
Virginia
$641 -$699 -12 -52%
LFG
438
Larson Financial Group
Missouri
$587 – – –
SCA
439
Stonebridge Capital Advisors
Minnesota
$466 +$466 +8 New
PFBT
440
Parkside Financial Bank & Trust
Missouri
$233 – – –
NA
441
NewEdge Advisors
Louisiana
$63 +$63 +83 New
SWA
442
Sutton Wealth Advisors
Florida
$58 -$58 -1 -50%
EBA
443
Eagle Bay Advisors
New York
$15 – – –
NEI
444
Northwest & Ethical Investments
Ontario, Canada
– -$2.85M -58,176 Closed
CIM
445
Courant Investment Management
Tennessee
– -$2.68M -54,707 Closed
MF
446
Magnetar Financial
Illinois
– -$2.19M -44,723 Closed
Holocene Advisors
447
Holocene Advisors
New York
– -$2.05M -41,813 Closed
PFP
448
Pinnacle Financial Partners
Tennessee
– -$1.84M -37,419 Closed
Squarepoint
449
Squarepoint
New York
– -$1.26M -25,767 Closed
ACM
450
AlphaCrest Capital Management
New York
– -$1.21M -24,608 Closed
16 17
18
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