SEI Investments
SEIC
490 hedge funds and large institutions have $6.27B invested in SEI Investments in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 182 reducing their positions, and 31 closing their positions.
1,799% more call options, than puts
Call options by funds: $1.58M | Put options by funds: $83K
126% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 31
11% more capital invested
Capital invested by funds: $5.63B → $6.27B (+$641M)
7% more funds holding
Funds holding: 459 → 490 (+31)
4.5% more ownership
Funds ownership: 70.53% → 75.04% (+4.5%)
21% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 182
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$346M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$19.4M |
| 3 |
Two Sigma Advisers
New York
|
+$13.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$13.1M |
| 5 |
Man Group
London,
United Kingdom
|
+$11.2M |
Top Sellers
| 1 |
TIA
Tandem Investment Advisors
Charleston,
South Carolina
|
-$16.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.6M |
| 4 |
BlackRock
New York
|
-$11.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$10M |
SEIC Hedge Fund Activity: Q4 2023 in Review
490 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2023, worth a combined $6.27B — up 11% from $5.63B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SEIC positions and 31 closed out — a net gain of 39 holders — while 143 added to existing stakes and 182 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $346M. The largest seller was Tandem Investment Advisors, cutting an estimated $16.5M.
- 490 institutional investors held SEI Investments (SEIC) as of Q4 2023, up from 459 in Q3 2023.
- Funds reported $6.27B of SEI Investments stock for Q4 2023, up 11% quarter-over-quarter.
- 70 funds opened new SEI Investments positions in Q4 2023 and 31 closed out, a net change of +39 holders.
- The largest SEI Investments buyer in Q4 2023 was Morgan Stanley, an estimated $346M added.
- The largest SEI Investments seller in Q4 2023 was Tandem Investment Advisors, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2023.