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SEI Investments
SEIC

Overview Fund Activity

452 hedge funds and large institutions have $5.52B invested in SEI Investments in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 161 reducing their positions, and 41 closing their positions.

Holders
452
Holders Change
+16
Holders Change %
+3.67%
% of All Funds
7.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
58
Increased
138
Reduced
161
Closed
41
Calls
$9.45M
Puts
$60K
Net Calls
+$9.39M
Net Calls Change
+$6.01M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$86.6M
2
Millennium Management
2
Millennium Management
New York
$47.3M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$33M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$20.8M
5
Man Group
5
Man Group
United Kingdom
$11.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$668M
2
American Century Companies
2
American Century Companies
Missouri
$3.65M
3
MG
3
Markel Group
Virginia
$10.3M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$593M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$2.86K – – –
MA
427
Montag & Associates
Georgia
$2.74K -$179 -3 -6%
AF
428
Allworth Financial
California
$2.68K – – –
EARNEST Partners
429
EARNEST Partners
Georgia
$2.5K – – –
CMBA
430
C.M. Bidwell & Associates
Hawaii
$2.39K – – –
CWP
431
Concord Wealth Partners
Virginia
$2.09K – – –
LC
432
Lindbrook Capital
California
$2.03K – – –
TPCW
433
TD Private Client Wealth
New York
$1.97K – – –
RTL
434
Red Tortoise LLC
Georgia
$1.97K – – –
VCM
435
Versant Capital Management
Arizona
$1.85K – – –
HCP
436
Hexagon Capital Partners
Arkansas
$1.73K +$1.73K +29 New
DI
437
Disciplined Investments
Oklahoma
$1.67K +$60 +1 +4%
SIC
438
SJS Investment Consulting
Ohio
$1.55K +$60 +1 +4%
GWS
439
Glassman Wealth Services
Virginia
$1.07K -$238 -4 -18%
FMP
440
Financial Management Professionals
Texas
$1K – – –
AW
441
Avion Wealth
Texas
$1K +$704 +19 +238%
CFGS
442
Concourse Financial Group Securities
Alabama
$894 +$894 +15 New
GI
443
Gradient Investments
Minnesota
$775 +$775 +13 New
MFT
444
Moisand Fitzgerald Tamayo
Florida
$716 – – –
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$715 – – –
LFG
446
Larson Financial Group
Missouri
$610 – – –
2L
447
25 LLC
Missouri
$559 +$559 +9 New
TWP
448
TFO Wealth Partners
Ohio
$298 – – –
Kayne Anderson Rudnick Investment Management
449
Kayne Anderson Rudnick Investment Management
California
$298 – – –
PFBT
450
Parkside Financial Bank & Trust
Missouri
$239 – – –
16 17
18
19 20