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SEI Investments
SEIC

Overview Fund Activity

455 hedge funds and large institutions have $5.62B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 164 reducing their positions, and 40 closing their positions.

Holders
455
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
151
Reduced
164
Closed
40
Calls
$1.32M
Puts
$60K
Net Calls
+$1.26M
Net Calls Change
-$8.13M

Top Buyers

1
Invesco
1
Invesco
Georgia
$67.8M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$28.8M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19.3M
5
BA
5
Bridgewater Associates
Connecticut
$12M

Top Sellers

1
State Street
1
State Street
Massachusetts
$349M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$579M
3
Morgan Stanley
3
Morgan Stanley
New York
$358M
4
Canada Life
4
Canada Life
Manitoba, Canada
$95M
5
Comerica Bank
5
Comerica Bank
Texas
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
426
Steward Financial Group
Texas
$6K +$6K +104 New
TWM
427
Tradition Wealth Management
Minnesota
$5K – – –
BIA
428
Bell Investment Advisors
California
$4.58K +$1.08K +18 +31%
CFD
429
Creative Financial Designs
Indiana
$3.61K – – –
LC
430
Lindbrook Capital
California
$3.61K +$1.57K +26 +76%
FHA
431
First Horizon Advisors
Tennessee
$3.53K – – –
LS
432
Livforsakringsbolaget Skandia
Sweden
$3.25K – – –
BWM
433
Baystate Wealth Management
Massachusetts
$3.23K – – –
MA
434
Montag & Associates
Georgia
$2.77K – – –
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$2.65K -$241 -4 -8%
CWP
436
Concord Wealth Partners
Virginia
$2.11K – – –
SS
437
Sunbelt Securities
Texas
$2.11K +$2.11K +35 New
AW
438
Avion Wealth
Texas
$2K +$773 +17 +63%
RTL
439
Red Tortoise LLC
Georgia
$1.99K – – –
SIC
440
SJS Investment Consulting
Ohio
$1.93K +$362 +6 +23%
GWM
441
Geneos Wealth Management
Colorado
$1.87K -$17.8K -295 -90%
VCM
442
Versant Capital Management
Arizona
$1.87K – – –
HCP
443
Hexagon Capital Partners
Arkansas
$1.57K -$181 -3 -10%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$1.02K +$783 +13 +325%
FMP
445
Financial Management Professionals
Texas
$1K – – –
GI
446
Gradient Investments
Minnesota
$783 – – –
MFT
447
Moisand Fitzgerald Tamayo
Florida
$723 – – –
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$723 – – –
LFG
449
Larson Financial Group
Missouri
$616 – – –
TWP
450
TFO Wealth Partners
Ohio
$537 +$239 +4 +80%
16 17
18
19 20