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SEI Investments

441 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $5.07B → $5.65B (+$587M)

3% more funds holding

Funds holding: 427441 (+14)

0.74% less ownership

Funds ownership: 68.42%67.68% (-0.74%)

6% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $2.86M

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$854M -$47.4M -868,061 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$729M -$531K -9,732 -0.1%
BlackRock
3
BlackRock
New York
$723M -$11.9M -218,808 -2%
ACM
4
Atlanta Capital Management
Georgia
$323M -$29.6M -542,765 -9%
State Street
5
State Street
Massachusetts
$317M +$6.28M +115,054 +2%
Bank of America
6
Bank of America
North Carolina
$219M -$20.4M -373,450 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$108M -$4.41M -80,725 -4%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$96.1M +$33.8M +619,280 +59%
Canada Life
9
Canada Life
Manitoba, Canada
$86M -$1.27M -23,247 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$85.4M +$751K +13,763 +0.9%
Norges Bank
11
Norges Bank
Norway
$72.8M +$253K +4,642 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$70.2M -$5.69M -104,197 -8%
Northern Trust
13
Northern Trust
Illinois
$68.4M -$1.44M -26,301 -2%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$61.5M +$19.6M +358,950 +51%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$59.2M +$1.01M +18,453 +2%
Legal & General Group
16
Legal & General Group
United Kingdom
$51.7M -$1.85M -33,796 -4%
KBC Group
17
KBC Group
Belgium
$51.3M
ACM
18
American Capital Management
New York
$44.6M +$295K +5,401 +0.7%
Millennium Management
19
Millennium Management
New York
$42M +$21.6M +396,072 +118%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$39.8M -$11.1M -203,792 -23%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$37.7M -$13.1M -240,542 -27%
UBS AM
22
UBS AM
Illinois
$36.9M +$5.02M +91,938 +17%
SM
23
Sunriver Management
Connecticut
$35.3M +$9.72M +177,943 +41%
BTW
24
Boston Trust Walden
Massachusetts
$34.9M +$9.18M +168,130 +38%
Charles Schwab
25
Charles Schwab
California
$33.9M +$174K +3,184 +0.5%

SEIC Hedge Fund Activity: Q4 2020 in Review

441 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2020, worth a combined $5.65B — up 12% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEIC positions and 38 closed out — a net gain of 17 holders — while 131 added to existing stakes and 172 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $33.8M. The largest seller was Loomis, Sayles & Company, cutting an estimated $47.4M.

  • 441 institutional investors held SEI Investments (SEIC) as of Q4 2020, up from 427 in Q3 2020.
  • Funds reported $5.65B of SEI Investments stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new SEI Investments positions in Q4 2020 and 38 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q4 2020 was Beutel, Goodman & Co, an estimated $33.8M added.
  • The largest SEI Investments seller in Q4 2020 was Loomis, Sayles & Company, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2020.