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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
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$1.39M +$19.7K +351 +1%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$1.38M +$1.33M +23,668 New
BTWM
178
Baker Tilly Wealth Management
Wisconsin
$1.38M +$300K +5,333 +29%
AIC
179
Aurora Investment Counsel
Georgia
$1.37M -$20.2K -359 -2%
VanEck Associates
180
VanEck Associates
New York
$1.36M +$402K +7,149 +44%
TAF
181
Tredje AP-fonden
Sweden
$1.36M -$51.3K -912 -4%
OLA
182
Oliver Luxxe Assets
New Jersey
$1.32M
OTPPB
183
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.29M -$506K -8,995 -29%
SSA
184
Schonfeld Strategic Advisors
New York
$1.26M +$1.22M +21,674 New
DC
185
Davenport & Co
Virginia
$1.23M
LI
186
Lafayette Investments
Maryland
$1.21M +$40.4K +718 +4%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$1.2M +$238K +4,235 +26%
SIA
188
Schechter Investment Advisors
Michigan
$1.18M -$130K -2,305 -10%
II
189
IFM Investors
Australia
$1.15M
MC
190
Moors & Cabot
Massachusetts
$1.14M -$4.22K -75 -0.4%
GIBU
191
Gulf International Bank (UK)
United Kingdom
$1.13M
DLHL
192
Donald L. Hagan LLC
Florida
$1.12M +$53.8K +956 +5%
PAM
193
Panagora Asset Management
Massachusetts
$1.11M
VNA
194
Valley National Advisers
Pennsylvania
$1.11M -$21.3K -379 -2%
Macquarie Group
195
Macquarie Group
Australia
$1.11M +$2.7K +48 +0.3%
Jane Street
196
Jane Street
New York
$1.09M -$17.3K -308 -2%
TA
197
Tiedemann Advisors
New York
$1.09M -$11.2K -200 -1%
JMPWA
198
JP Morgan Private Wealth Advisors
California
$1.08M +$42.1K +749 +4%
URS
199
Utah Retirement Systems
Utah
$1.08M
OAM
200
Oppenheimer Asset Management
New York
$1.05M +$69.5K +1,235 +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.