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SEI Investments

457 hedge funds and large institutions have $5.53B invested in SEI Investments in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,655% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $60K

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

4% more funds holding

Funds holding: 441457 (+16)

3% more capital invested

Capital invested by funds: $5.36B → $5.53B (+$176M)

0.69% more ownership

Funds ownership: 69.18%69.88% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
7.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
58
Increased
141
Reduced
162
Closed
41
Calls
$9.45M
Puts
$60K
Net Calls
+$9.39M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
476
Capula Management
Cayman Islands
-$260K -4,520 Closed
BFM
477
Boothbay Fund Management
New York
-$247K -4,296 Closed
PFWA
478
Paces Ferry Wealth Advisors
Georgia
-$209K -3,629 Closed
PA
479
Profund Advisors
Maryland
-$201K -3,499 Closed
PAM
480
Paradigm Asset Management
New York
-$161K -2,800 Closed
AWM
481
Accel Wealth Management
Iowa
-$120K -2,080 Closed
AAS
482
Ameritas Advisory Services
Nebraska
-$93.7K -1,600 Closed
IAIM
483
Industrial Alliance Investment Management
Quebec, Canada
-$77K -1,342 Closed
MC
484
Machina Capital
France
-$69.6K -1,210 Closed
ASN
485
Advisory Services Network
Georgia
-$59.6K -1,036 Closed
IAIM
486
International Assets Investment Management
Florida
-$44.8K -778 Closed
HIIFS
487
Harel Insurance Investments & Financial Services
Israel
-$40K -711 Closed
Baillie Gifford & Co
488
Baillie Gifford & Co
United Kingdom
-$29.2K -508 Closed
DA
489
Denali Advisors
California
-$17.3K -300 Closed
NHT
490
New Hampshire Trust
New Hampshire
-$17.3K -300 Closed
BAM
491
Belpointe Asset Management
Nevada
-$11.2K -195 Closed
SC
492
Schubert & Co
Texas
-$3.63K -63 Closed
TWA
493
TCI Wealth Advisors
Arizona
-$2.88K -50 Closed
AF
494
Advisornet Financial
Minnesota
-$2.59K -45 Closed
MBFW
495
Morton Brown Family Wealth
Pennsylvania
-$1.15K -20 Closed
TFM
496
TFC Financial Management
Massachusetts
-$231 -4 Closed

SEIC Hedge Fund Activity: Q2 2023 in Review

457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2023, worth a combined $5.53B — up 3.3% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SEIC positions and 41 closed out — a net gain of 17 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $66.4M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 457 institutional investors held SEI Investments (SEIC) as of Q2 2023, up from 441 in Q1 2023.
  • Funds reported $5.53B of SEI Investments stock for Q2 2023, up 3.3% quarter-over-quarter.
  • 58 funds opened new SEI Investments positions in Q2 2023 and 41 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q2 2023 was Citadel Advisors, an estimated $66.4M added.
  • The largest SEI Investments seller in Q2 2023 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2023.