SEI InvestmentsSEIC
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 Q3 regulatory filings by fund managers ($100M+ AUM)
0% less funds holding
Funds holding: 484 [Q2] → 483 (-1) [Q3]
2% less capital invested
Capital invested by funds: $6.39B [Q2] → $6.29B (-$98.3M) [Q3]
2% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 49
7% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 180
5.18% less ownership
Funds ownership: 75.12% [Q2] → 69.94% (-5.18%) [Q3]
45% less call options, than puts
Call options by funds: $8.12M | Put options by funds: $14.7M
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley Rayna Kumar 85% 1-year accuracy 11 / 13 met price target | 7%downside $75 | Underweight Maintained | 24 Oct 2024 |
Oppenheimer Owen Lau 84% 1-year accuracy 37 / 44 met price target | 5%upside $85 | Outperform Maintained | 24 Oct 2024 |
Piper Sandler Crispin Love 78% 1-year accuracy 18 / 23 met price target | 4%downside $77 | Neutral Maintained | 24 Oct 2024 |
Piper Sandler Crispin Love 78% 1-year accuracy 18 / 23 met price target | 8%downside $74 | Neutral Maintained | 9 Oct 2024 |
Oppenheimer Owen Lau 84% 1-year accuracy 37 / 44 met price target | 1%upside $81 | Outperform Maintained | 8 Oct 2024 |
Financial journalist opinion
Based on 17 articles about SEIC published over the past 30 days
