SEI Investments
SEIC
460 hedge funds and large institutions have $5.63B invested in SEI Investments in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 164 reducing their positions, and 41 closing their positions.
2,098% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $60K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
15% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 41
2% more capital invested
Capital invested by funds: $5.53B → $5.63B (+$102M)
0.91% more ownership
Funds ownership: 69.62% → 70.53% (+0.91%)
1% more funds holding
Funds holding: 457 → 460 (+3)
7% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$29.2M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$22M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$14.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$12.7M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$23.5M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$20.1M |
| 3 |
Morgan Stanley
New York
|
-$19.7M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$19.4M |
| 5 |
Millennium Management
New York
|
-$14M |
SEIC Hedge Fund Activity: Q3 2023 in Review
460 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2023, worth a combined $5.63B — up 1.8% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SEIC positions and 41 closed out — a net gain of 6 holders — while 152 added to existing stakes and 164 trimmed.
The largest buyer was Invesco, adding an estimated $29.2M. The largest seller was State Street, cutting an estimated $23.5M.
- 460 institutional investors held SEI Investments (SEIC) as of Q3 2023, up from 457 in Q2 2023.
- Funds reported $5.63B of SEI Investments stock for Q3 2023, up 1.8% quarter-over-quarter.
- 47 funds opened new SEI Investments positions in Q3 2023 and 41 closed out, a net change of +6 holders.
- The largest SEI Investments buyer in Q3 2023 was Invesco, an estimated $29.2M added.
- The largest SEI Investments seller in Q3 2023 was State Street, an estimated $23.5M sold.
Based on aggregated 13F filings for Q3 2023.