We are live on ! Find out more
SEIC icon

SEI Investments

432 hedge funds and large institutions have $4.61B invested in SEI Investments in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $970K

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.03% more ownership

Funds ownership: 69.61%69.65% (+0.03%)

5% less funds holding

Funds holding: 453432 (-21)

11% less capital invested

Capital invested by funds: $5.16B → $4.61B (-$549M)

21% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 168

41% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 49

Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
29
Increased
133
Reduced
168
Closed
49
Calls
$1.44M
Puts
$970K
Net Calls
+$471K
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
201
Baker Tilly Wealth Management
Wisconsin
$897K -$56.1K -1,027 -5%
DLHL
202
Donald L. Hagan LLC
Florida
$893K -$21.8K -400 -2%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$883K +$278K +5,100 +40%
ATPW
204
Ashton Thomas Private Wealth
Arizona
$878K +$10.6K +194 +1%
JMPWA
205
JP Morgan Private Wealth Advisors
California
$876K +$173K +3,161 +22%
AIM
206
Achmea Investment Management
Netherlands
$873K -$16.1K -295 -2%
CAM
207
Cresset Asset Management
Illinois
$868K +$24.5K +448 +3%
GC
208
Gould Capital
Washington
$865K -$109 -2 -0%
M&T Bank
209
M&T Bank
New York
$826K +$12.4K +227 +1%
OAM
210
Oppenheimer Asset Management
New York
$824K -$10.2K -187 -1%
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$817K +$909K +16,652 New
Acadian Asset Management
212
Acadian Asset Management
Massachusetts
$806K +$352K +6,441 +64%
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$804K
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$801K +$198K +3,630 +29%
ZCA
215
Zeke Capital Advisors
Pennsylvania
$797K
VanEck Associates
216
VanEck Associates
New York
$793K +$51.2K +937 +6%
DnB Asset Management
217
DnB Asset Management
Norway
$789K
Federated Hermes
218
Federated Hermes
Pennsylvania
$785K -$73.4K -1,345 -8%
MFGM
219
Marshall Financial Group (Maryland)
Maryland
$782K -$491 -9 -0.1%
BFM
220
Boston Financial Management
Massachusetts
$780K
Baird Financial Group
221
Baird Financial Group
Wisconsin
$780K +$9.39K +172 +1%
AFA
222
Abacus FCF Advisors
Florida
$764K -$62.3K -1,140 -7%
Citadel Advisors
223
Citadel Advisors
Florida
$763K -$1.5M -27,385 -64%
WHG
224
Westwood Holdings Group
Texas
$744K -$694K -12,701 -46%
FA
225
FDx Advisors
Illinois
$731K -$251K -4,603 -24%

SEIC Hedge Fund Activity: Q3 2022 in Review

432 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2022, worth a combined $4.61B — down 11% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SEIC and 29 opened new positions — a net loss of 20 holders — while 168 trimmed existing stakes and 133 added.

The largest buyer was Man Group, opening a new position worth an estimated $13.7M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 432 institutional investors held SEI Investments (SEIC) as of Q3 2022, down from 453 in Q2 2022.
  • Funds reported $4.61B of SEI Investments stock for Q3 2022, down 11% quarter-over-quarter.
  • 29 funds opened new SEI Investments positions in Q3 2022 and 49 closed out, a net change of -20 holders.
  • The largest SEI Investments buyer in Q3 2022 was Man Group, an estimated $13.7M added.
  • The largest SEI Investments seller in Q3 2022 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2022.