We are live on ! Find out more
SEIC icon

SEI Investments

441 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $5.07B → $5.65B (+$587M)

3% more funds holding

Funds holding: 427441 (+14)

0.74% less ownership

Funds ownership: 68.42%67.68% (-0.74%)

6% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $2.86M

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
451
Redwood Investment Management
Arizona
-$681K -13,418 Closed
LCM
452
Laurion Capital Management
New York
-$622K -12,262 Closed
LP
453
LMR Partners
United Kingdom
-$435K -8,577 Closed
KLC
454
Knowledge Leaders Capital
Colorado
-$428K -8,446 Closed
QI
455
Qtron Investments
Massachusetts
-$372K -7,334 Closed
PTC
456
Petrus Trust Company
Texas
-$322K -6,352 Closed
MFS
457
Mirabella Financial Services
United Kingdom
-$315K -6,201 Closed
SEC
458
Seven Eight Capital
New York
-$299K -5,898 Closed
B
459
Barings
North Carolina
-$258K -5,096 Closed
CC
460
Centiva Capital
New York
-$251K -4,941 Closed
GAM
461
Gotham Asset Management
New York
-$246K -4,841 Closed
SM
462
Sciencast Management
New Jersey
-$230K -4,100 Closed
CH
463
Canton Hathaway
Rhode Island
-$170K -3,357 Closed
EOJOAM
464
E. Ohman J:or Asset Management
Sweden
-$152K -3,000 Closed
PFS
465
Prospera Financial Services
Texas
-$115K -2,250 Closed
FHA
466
Flagship Harbor Advisors
Massachusetts
-$53K -1,051 Closed
CIA
467
CSat Investment Advisory
Michigan
-$27K -535 Closed
NSB
468
Norway Savings Bank
Maine
-$20K -400 Closed
DWA
469
Dougherty Wealth Advisers
Minnesota
-$20K -399 Closed
CI
470
CX Institutional
Indiana
-$15K -290 Closed
BWM
471
BNC Wealth Management
Oregon
-$12K -236 Closed
JSC
472
Jackson Square Capital
California
-$6K -117 Closed
AWA
473
Arkadios Wealth Advisors
Georgia
-$4.12K -74 Closed
NNP
474
Nachman Norwood & Parrott
South Carolina
-$3K -61 Closed
CA
475
Crewe Advisors
Utah
-$2K -39 Closed

SEIC Hedge Fund Activity: Q4 2020 in Review

441 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2020, worth a combined $5.65B — up 12% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEIC positions and 38 closed out — a net gain of 17 holders — while 131 added to existing stakes and 172 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $33.8M. The largest seller was Loomis, Sayles & Company, cutting an estimated $47.4M.

  • 441 institutional investors held SEI Investments (SEIC) as of Q4 2020, up from 427 in Q3 2020.
  • Funds reported $5.65B of SEI Investments stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new SEI Investments positions in Q4 2020 and 38 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q4 2020 was Beutel, Goodman & Co, an estimated $33.8M added.
  • The largest SEI Investments seller in Q4 2020 was Loomis, Sayles & Company, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2020.