SEI InvestmentsSEIC
Market Cap: $8.49B
About: SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $99 billion in assets under management. As of December 2023, SEI (including LSV) manages, administers, or advises about $1.4 trillion in assets.
Employees: 5,089
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
47% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 38
4% more funds holding
Funds holding: 464 [Q1] → 482 (+18) [Q2]
7% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 163
5.21% less ownership
Funds ownership: 75.77% [Q1] → 70.57% (-5.21%) [Q2]
16% less capital invested
Capital invested by funds: $7.15B [Q1] → $6B (-$1.15B) [Q2]
29% less call options, than puts
Call options by funds: $9.87M | Put options by funds: $13.8M
50% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Keefe, Bruyette & Woods Aidan Hall 86% 1-year accuracy 6 / 7 met price target | 12%upside $73 | Market Perform Reiterated | 25 Jul 2024 |
Piper Sandler Crispin Love 40% 1-year accuracy 10 / 25 met price target | 9%upside $71 | Neutral Maintained | 25 Jul 2024 |
Piper Sandler Crispin Love 40% 1-year accuracy 10 / 25 met price target | 10%upside $72 | Neutral Maintained | 10 Jul 2024 |