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SEI Investments
SEIC

Overview Fund Activity

437 hedge funds and large institutions have $5.35B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
139
Reduced
175
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.9M
2
JAM
Jupiter Asset Management
United Kingdom
+$11.1M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$10.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.83M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$8.77M

Top Sellers

1
State Street
State Street
Massachusetts
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$15.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$15.4M
4
Goldman Sachs
Goldman Sachs
New York
-$14.1M
5
UBS AM
UBS AM
Illinois
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
426
Morton Brown Family Wealth
Pennsylvania
$1.15K +$1.15K +20 New
FMP
427
Financial Management Professionals
Texas
$1K +$1K +10 New
MFT
428
Moisand Fitzgerald Tamayo
Florida
$691 – – –
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$691 – – –
LFG
430
Larson Financial Group
Missouri
$584 – – –
Commonwealth Equity Services
431
Commonwealth Equity Services
Massachusetts
$311 -$8 -133 -2%
TWP
432
TFO Wealth Partners
Ohio
$288 -$15.3K -266 -98%
Kayne Anderson Rudnick Investment Management
433
Kayne Anderson Rudnick Investment Management
California
$288 +$288 +5 New
PFBT
434
Parkside Financial Bank & Trust
Missouri
$231 – – –
TFM
435
TFC Financial Management
Massachusetts
$231 +$231 +4 New
EBA
436
Eagle Bay Advisors
New York
$15 -$15 – –
RRAM
437
River Road Asset Management
Kentucky
– -$7.31M -125,393 Closed
OQS
438
Occudo Quantitative Strategies
Florida
– -$3.57M -61,267 Closed
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
– -$2.92M -50,000 Closed
Balyasny Asset Management
440
Balyasny Asset Management
Illinois
– -$2.21M -37,849 Closed
Lido Advisors
441
Lido Advisors
California
– -$1.43M -24,499 Closed
CCIA
442
Campbell & Co Investment Adviser
Maryland
– -$1.4M -24,051 Closed
Pacer Advisors
443
Pacer Advisors
Pennsylvania
– -$1.38M -23,668 Closed
MAP
444
Moody Aldrich Partners
Massachusetts
– -$985K -16,890 Closed
WHG
445
Westwood Holdings Group
Texas
– -$774K -13,282 Closed
Walleye Capital
446
Walleye Capital
New York
– -$691K -11,848 Closed
USAA
447
United Services Automobile Association
Texas
– -$657K -11,256 Closed
PFO
448
Pathstone Family Office
New Jersey
– -$533K -10,416 Closed
ACM
449
Aquatic Capital Management
Illinois
– -$565K -9,700 Closed
TCM
450
Telos Capital Management
California
– -$560K -9,600 Closed
15 16 17
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