SEIC Institutional Ownership
SEI Investments Company
1W: -4.0%
1M: -1.9%
3M: +0.0%
YTD: +23.9%
1Y: +25.6%
3Y: +91.9%
5Y: +73.8%
$102.88
-0.46 (-0.45%)
Weekly Expected Move ±3.1%
$96
$99
$102
$105
$109
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SEIC
641
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
79
New Positions
173
Increased
290
Reduced
61
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (691 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,927,545 | $1.0B | -182,792 | -1.8% | 8Q | SEC ↗ |
| 2 | LOOMIS SAYLES & CO L P | 8,482,052 | $873M | -146,827 | -1.7% | 65Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,140,822 | $632M | +15,179 | +0.2% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,686,241 | $482M | -55,475 | -1.2% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 4,251,584 | $437M | +66,406 | +1.6% | 46Q | SEC ↗ |
| 6 | MORGAN STANLEY | 4,119,203 | $424M | -673,076 | -14.0% | 60Q | SEC ↗ |
| 7 | Boston Partners | 3,093,791 | $318M | +1,323,752 | +74.8% | 2Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2,953,161 | $304M | +122,829 | +4.3% | 92Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 2,908,071 | $299M | -12,435 | -0.4% | 15Q | SEC ↗ |
| 10 | FMR LLC | 2,510,218 | $258M | +417,719 | +20.0% | 105Q | SEC ↗ |
| 11 | LORD, ABBETT & CO. LLC | 2,309,004 | $238M | +104,625 | +4.7% | 6Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1,962,762 | $202M | +89,564 | +4.8% | 102Q | SEC ↗ |
| 13 | FIRST TRUST ADVISORS LP | 1,501,972 | $155M | -320,697 | -17.6% | 30Q | SEC ↗ |
| 14 | Beutel, Goodman & Co Ltd. | 1,494,684 | $154M | -278,470 | -15.7% | 25Q | SEC ↗ |
| 15 | Invesco Ltd. | 1,110,829 | $114M | -34,575 | -3.0% | 87Q | SEC ↗ |
| 16 | ROYCE & ASSOCIATES LP | 1,050,287 | $108M | +53,831 | +5.4% | 110Q | SEC ↗ |
| 17 | Caisse de depot et placement du Quebec | 1,002,445 | $103M | -195,644 | -16.3% | 16Q | SEC ↗ |
| 18 | Boston Trust Walden Corp | 991,300 | $102M | -48,431 | -4.7% | 54Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 914,907 | $94M | +9,300 | +1.0% | 110Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 894,194 | $92M | -42,108 | -4.5% | 76Q | SEC ↗ |
| 21 | NORGES BANK NEW | 887,116 | $91M | — | +0.0% | 1Q | SEC ↗ |
| 22 | BARCLAYS PLC | 825,215 | $85M | +444,238 | +116.6% | 67Q | SEC ↗ |
| 23 | AMERICAN CAPITAL MANAGEMENT INC | 745,323 | $77M | -23,292 | -3.0% | 40Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 695,446 | $72M | -1,027 | -0.1% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 695,446 | $72M | — | +0.0% | 1Q | SEC ↗ |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 660,498 | $68M | +92,531 | +16.3% | 12Q | SEC ↗ |
| 27 | Clark Capital Management Group, Inc. | 638,934 | $66M | -198,911 | -23.7% | 7Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO | 592,612 | $61M | +2,552 | +0.4% | 2Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 583,800 | $60M | +11,637 | +2.0% | 7Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 578,801 | $60M | +572,501 | +9087.3% | 25Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 578,420 | $60M | -291,129 | -33.5% | 16Q | SEC ↗ |
| 32 | First Financial Bankshares Inc | 552,780 | $57M | -1,398 | -0.3% | 2Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 532,381 | $55M | +150,020 | +39.2% | 13Q | SEC ↗ |
| 34 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 518,314 | $53M | +106,463 | +25.8% | 24Q | SEC ↗ |
| 35 | FRANKLIN RESOURCES INC | 512,826 | $53M | -470,287 | -47.8% | 22Q | SEC ↗ |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 478,365 | $49M | -20,157 | -4.0% | 31Q | SEC ↗ |
| 37 | NATIXIS ADVISORS, LLC | 461,891 | $48M | -7,973 | -1.7% | 62Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 461,227 | $47M | +137,098 | +42.3% | 15Q | SEC ↗ |
| 39 | Azora Capital LP NEW | 443,189 | $46M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Connor, Clark & Lunn Investment Manage | 421,046 | $43M | +78,531 | +22.9% | 5Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 375,392 | $39M | -86,268 | -18.7% | 103Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 334,349 | $34M | -85,693 | -20.4% | 67Q | SEC ↗ |
| 43 | Thrivent Financial for Lutherans | 324,567 | $33M | -1,021 | -0.3% | 25Q | SEC ↗ |
| 44 | ProShare Advisors LLC | 319,375 | $33M | +18,743 | +6.2% | 78Q | SEC ↗ |
| 45 | Arbejdsmarkedets Tillaegspension | 313,600 | $32M | -9,818 | -3.0% | 3Q | SEC ↗ |
| 46 | Balyasny Asset Management L.P. | 308,050 | $32M | +82,376 | +36.5% | 2Q | SEC ↗ |
| 47 | UBS Group AG | 307,430 | $32M | -9,175 | -2.9% | 47Q | SEC ↗ |
| 48 | RHUMBLINE ADVISERS | 303,552 | $31M | -5,935 | -1.9% | 96Q | SEC ↗ |
| 49 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATIO | 300,935 | $31M | +81,300 | +37.0% | 110Q | SEC ↗ |
| 50 | RENAISSANCE TECHNOLOGIES LLC | 284,726 | $29M | -115,100 | -28.8% | 37Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 887,116 | $91M |
| Sixth Street Partners Management Co | 695,446 | $72M |
| Azora Capital LP | 443,189 | $46M |
| Fideuram Asset Management (Ireland) | 113,187 | $12M |
| OSSIAM | 73,055 | $8M |
| Brevan Howard Capital Management LP | 66,482 | $7M |
| IFG Advisory, LLC | 59,268 | $6M |
| HRT FINANCIAL LP | 50,793 | $5M |
| Jupiter Topco LLC | 45,122 | $5M |
| Polar Asset Management Partners Inc | 44,075 | $5M |
| Weiss Asset Management LP | 42,574 | $4M |
| Voleon Capital Management LP | 32,402 | $3M |
| READYSTATE ASSET MANAGEMENT LP | 18,797 | $2M |
| TWO SIGMA SECURITIES, LLC | 18,722 | $2M |
| Redwood Investment Management, LLC | 13,366 | $1M |
| Archford Capital Strategies, LLC | 12,175 | $1M |
| Quadrature Capital Ltd | 11,823 | $1M |
| Numerai GP LLC | 10,563 | $1M |
| Entropy Technologies, LP | 9,844 | $1M |
| LOGAN CAPITAL MANAGEMENT INC | 9,700 | $998K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PFA Pension, Forsikringsaktieselska | 519,311 | $53M |
| M&G PLC | 134,004 | $14M |
| Qube Research & Technologies Ltd | 124,992 | $13M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 100,359 | $10M |
| WINTON GROUP Ltd | 76,615 | $8M |
| PRUDENTIAL PLC | 60,311 | $6M |
| APG Asset Management N.V. | 54,829 | $6M |
| Allianz Asset Management GmbH | 45,291 | $5M |
| MEEDER ASSET MANAGEMENT INC | 36,348 | $4M |
| Convergence Investment Partners, LL | 27,640 | $3M |
| CANADA PENSION PLAN INVESTMENT BOAR | 26,700 | $3M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 26,201 | $3M |
| BANK OF NOVA SCOTIA | 26,171 | $3M |
| PINEBRIDGE INVESTMENTS LLC | 23,452 | $2M |
| CAXTON ASSOCIATES LLP | 17,000 | $2M |
| Headlands Technologies LLC | 15,462 | $2M |
| Elo Mutual Pension Insurance Co | 15,328 | $2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 13,551 | $1M |
| NOVEM GROUP | 13,101 | $1M |
| Diversify Advisory Services, LLC | 13,060 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Boston Partners | +1,323,752 | +74.8% | 3,093,791 |
| JANE STREET GROUP, LLC | +572,501 | +9087.3% | 578,801 |
| BARCLAYS PLC | +444,238 | +116.6% | 825,215 |
| FMR LLC | +417,719 | +20.0% | 2,510,218 |
| Quantinno Capital Management LP | +150,020 | +39.2% | 532,381 |
| MILLENNIUM MANAGEMENT LLC | +147,452 | +124.2% | 266,217 |
| GOLDMAN SACHS GROUP INC | +137,098 | +42.3% | 461,227 |
| GEODE CAPITAL MANAGEMENT, LLC | +122,829 | +4.3% | 2,953,161 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +106,463 | +25.8% | 518,314 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +106,374 | +813.6% | 119,448 |
| LORD, ABBETT & CO. LLC | +104,625 | +4.7% | 2,309,004 |
| TWO SIGMA INVESTMENTS, LP | +99,460 | +518.0% | 118,660 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +92,531 | +16.3% | 660,498 |
| BI Asset Management Fondsmaeglersel | +90,133 | +127.9% | 160,582 |
| Interval Partners, LP | +89,795 | +65.9% | 226,022 |
| DIMENSIONAL FUND ADVISORS LP | +89,564 | +4.8% | 1,962,762 |
| Horizon Investments, LLC | +83,862 | +2701.7% | 86,966 |
| Balyasny Asset Management L.P. | +82,376 | +36.5% | 308,050 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | +81,300 | +37.0% | 300,935 |
| Connor, Clark & Lunn Investment Man | +78,531 | +22.9% | 421,046 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -673,076 | -14.0% | 4,119,203 |
| FRANKLIN RESOURCES INC | -470,287 | -47.8% | 512,826 |
| Prana Capital Management, LP | -325,018 | -70.0% | 139,223 |
| FIRST TRUST ADVISORS LP | -320,697 | -17.6% | 1,501,972 |
| AMERIPRISE FINANCIAL INC | -291,129 | -33.5% | 578,420 |
| Beutel, Goodman & Co Ltd. | -278,470 | -15.7% | 1,494,684 |
| Man Group plc | -273,407 | -75.8% | 87,503 |
| ROYAL BANK OF CANADA | -255,611 | -61.3% | 161,039 |
| UBS AM, a distinct business unit of | -239,860 | -52.6% | 216,054 |
| Clark Capital Management Group, Inc | -198,911 | -23.7% | 638,934 |
| Caisse de depot et placement du Que | -195,644 | -16.3% | 1,002,445 |
| BlackRock, Inc. | -182,792 | -1.8% | 9,927,545 |
| VICTORY CAPITAL MANAGEMENT INC | -157,596 | -36.9% | 269,995 |
| LOOMIS SAYLES & CO L P | -146,827 | -1.7% | 8,482,052 |
| Janney Montgomery Scott LLC | -123,730 | -93.1% | 9,178 |
| RENAISSANCE TECHNOLOGIES LLC | -115,100 | -28.8% | 284,726 |
| Bridgewater Associates, LP | -88,252 | -37.9% | 144,423 |
| JPMORGAN CHASE & CO | -86,268 | -18.7% | 375,392 |
| AQR CAPITAL MANAGEMENT LLC | -85,693 | -20.4% | 334,349 |
| TD Asset Management Inc | -59,356 | -55.2% | 48,200 |