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 $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
Employees: 5,098
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
646% more call options, than puts
Call options by funds: $5.85M | Put options by funds: $784K
400% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 5 (+4) [Q4]
94% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 48
19% more capital invested
Capital invested by funds: $6.31B [Q3] → $7.48B (+$1.17B) [Q4]
7% more funds holding
Funds holding: 493 [Q3] → 529 (+36) [Q4]
0.17% more ownership
Funds ownership: 70.2% [Q3] → 70.38% (+0.17%) [Q4]
15% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 183
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Piper Sandler Crispin Love 33% 1-year accuracy 11 / 33 met price target | 6%upside $74 | Neutral Maintained | 8 Apr 2025 |
Morgan Stanley Rayna Kumar 44% 1-year accuracy 11 / 25 met price target | 11%upside $77 | Overweight Upgraded | 7 Apr 2025 |
Keefe, Bruyette & Woods Aidan Hall 38% 1-year accuracy 6 / 16 met price target | 29%upside $90 | Market Perform Reiterated | 30 Jan 2025 |
Raymond James Patrick O'Shaughnessy 38% 1-year accuracy 6 / 16 met price target | 42%upside $99 | Outperform Upgraded | 30 Jan 2025 |
Financial journalist opinion
Based on 6 articles about SEIC published over the past 30 days
