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SEI Investments

444 hedge funds and large institutions have $5.38B invested in SEI Investments in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $332K

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

17% more capital invested

Capital invested by funds: $4.61B → $5.38B (+$766M)

3% more funds holding

Funds holding: 432444 (+12)

0.35% less ownership

Funds ownership: 69.65%69.3% (-0.35%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 164

Holders
444
Holders Change
+12
Holders Change %
+2.78%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
57
Increased
134
Reduced
164
Closed
37
Calls
$1.68M
Puts
$332K
Net Calls
+$1.35M
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$6.93M -$7.53M -133,864 -53%
CL
77
Choreo LLC
Illinois
$6.75M
HSA
78
HBK Sorce Advisory
Pennsylvania
$6.75M +$3.82M +67,943 +142%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$6.57M -$664K -11,799 -9%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$6.42M +$145K +2,576 +3%
TWM
81
Thrive Wealth Management
Pennsylvania
$6.05M +$455K +8,094 +8%
Skandinaviska Enskilda Banken (SEB)
82
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.74M -$3.3M -58,622 -37%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$5.47M -$332K -5,903 -6%
Barclays
84
Barclays
United Kingdom
$5.43M +$967K +17,190 +23%
BS
85
Banco Santander
Spain
$5.42M -$482K -8,577 -8%
SAM
86
Southernsun Asset Management
Tennessee
$5.11M -$1.82M -32,378 -27%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.91M -$28.9K -514 -0.6%
MOACM
88
Mutual of America Capital Management
New York
$4.91M +$81.7K +1,453 +2%
AB
89
Amalgamated Bank
New York
$4.66M +$278K +4,944 +7%
BA
90
Bridgewater Associates
Connecticut
$4.65M -$647K -11,501 -13%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$4.61M +$37.5K +667 +0.9%
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$4.59M -$1.77M -31,432 -29%
FGP
93
Foyston, Gordon, & Payne
Ontario, Canada
$4.57M +$2.36M +41,887 +115%
AAF
94
Andra AP-fonden
Sweden
$4.37M -$720K -12,800 -15%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$4.35M -$376K -6,684 -8%
CPA
96
Court Place Advisors
Maryland
$4.33M -$131K -2,333 -3%
SAM
97
Storebrand Asset Management
Norway
$4.3M +$555K +9,874 +15%
RMDI
98
R.M. Davis Inc
Maine
$4.17M -$1.97M -34,988 -33%
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$4.15M +$430K +7,650 +12%
TPSF
100
Texas Permanent School Fund
Texas
$4.02M -$291K -5,170 -7%

SEIC Hedge Fund Activity: Q4 2022 in Review

444 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2022, worth a combined $5.38B — up 17% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SEIC positions and 37 closed out — a net gain of 20 holders — while 134 added to existing stakes and 164 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $319M. The largest seller was Loomis, Sayles & Company, cutting an estimated $36.5M.

  • 444 institutional investors held SEI Investments (SEIC) as of Q4 2022, up from 432 in Q3 2022.
  • Funds reported $5.38B of SEI Investments stock for Q4 2022, up 17% quarter-over-quarter.
  • 57 funds opened new SEI Investments positions in Q4 2022 and 37 closed out, a net change of +20 holders.
  • The largest SEI Investments buyer in Q4 2022 was Morgan Stanley, an estimated $319M added.
  • The largest SEI Investments seller in Q4 2022 was Loomis, Sayles & Company, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2022.