We are live on ! Find out more
SEIC icon

SEI Investments

424 hedge funds and large institutions have $5.75B invested in SEI Investments in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 131 increasing their positions, 148 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $5.12B → $5.75B (+$633M)

2% more funds holding

Funds holding: 415424 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.84% less ownership

Funds ownership: 73.61%70.78% (-2.8%)

11% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 148

76% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $4.22M

Holders
424
Holders Change
+9
Holders Change %
+2.17%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
131
Reduced
148
Closed
50
Calls
$1.03M
Puts
$4.22M
Net Calls
-$3.2M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
201
Tiedemann Advisors
New York
$1.1M +$418 +8 +0%
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M
RJFSA
203
Raymond James Financial Services Advisors
Florida
$1.09M +$488K +9,334 +89%
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$1.07M +$103K +1,979 +11%
SRAM
205
Stone Ridge Asset Management
New York
$1.06M -$907K -17,350 -47%
BF
206
BOK Financial
Oklahoma
$1.06M +$23.9K +457 +2%
Capital Fund Management (CFM)
207
Capital Fund Management (CFM)
France
$1.06M +$1M +19,205 New
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$1.05M -$5.17M -98,824 -84%
ASN
209
Advisory Services Network
Georgia
$1.03M +$135K +2,580 +16%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$1.03M
JMPWA
211
JP Morgan Private Wealth Advisors
California
$1M -$3.4K -65 -0.4%
CB
212
Commerce Bank
Missouri
$993K +$573K +10,971 +155%
LI
213
Lafayette Investments
Maryland
$982K
TCM
214
Teza Capital Management
Illinois
$977K +$929K +17,764 New
JIC
215
Johnson Investment Counsel
Ohio
$955K
MFW
216
Meristem Family Wealth
Minnesota
$932K
SSA
217
Schonfeld Strategic Advisors
New York
$900K +$856K +16,369 New
Squarepoint
218
Squarepoint
New York
$891K +$847K +16,208 New
OAM
219
Oppenheimer Asset Management
New York
$878K -$131K -2,500 -14%
BIM
220
Baldwin Investment Management
Pennsylvania
$851K +$20.9K +400 +3%
AB
221
Amalgamated Bank
New York
$850K -$840K -16,076 -51%
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$843K -$398K -7,605 -33%
NAM
223
Nissay Asset Management
Japan
$805K +$42.5K +813 +6%
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$801K +$761K +14,565 New
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$796K +$115K +2,209 +18%

SEIC Hedge Fund Activity: Q2 2020 in Review

424 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2020, worth a combined $5.75B — up 12% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SEIC positions and 50 closed out — a net gain of 13 holders — while 131 added to existing stakes and 148 trimmed.

The largest buyer was Canada Life, adding an estimated $58.1M. The largest seller was SEI Investments, cutting an estimated $224M.

  • 424 institutional investors held SEI Investments (SEIC) as of Q2 2020, up from 415 in Q1 2020.
  • Funds reported $5.75B of SEI Investments stock for Q2 2020, up 12% quarter-over-quarter.
  • 63 funds opened new SEI Investments positions in Q2 2020 and 50 closed out, a net change of +13 holders.
  • The largest SEI Investments buyer in Q2 2020 was Canada Life, an estimated $58.1M added.
  • The largest SEI Investments seller in Q2 2020 was SEI Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2020.