Question 1

Which hedge funds and institutional investors hold SEI?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SEI shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SEI whale holdings?

Accepted Answer

Conviction level reflects how significant SEI is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SEI, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SEI?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SEI?

Accepted Answer

QoQ changes for SEI show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Millennium	2.3M	$129.2M	0.1%	$240.3B
Two Sigma	1.9M	$109.7M	0.1%	$123.9B
State Street	1.4M	$76.6M	0.0%	$2896.4B
Marshall Wace	1.2M	$70.0M	0.1%	$100.4B
GGH	408.0K	$23.1M	0.3%	$8.3B
Point72	328.5K	$18.6M	0.0%	$78.1B
Citadel	299.4K	$16.9M	0.0%	$618.5B
Balyasny	287.2K	$16.2M	0.0%	$77.1B
Fidelity (FMR)	275.1K	$15.5M	0.0%	$1898.4B
Jennison	227.6K	$12.9M	0.0%	$145.4B
Citadel	181.2K	$10.2M	0.0%	$618.5B
Geode Capital	160.9K	$9.1M	0.0%	$1607.5B
Citadel	118.7K	$6.7M	0.0%	$618.5B
Franklin Templeton	115.0K	$6.5M	0.0%	$408.3B
ClearBridge	111.6K	$6.3M	0.0%	$114.9B
ExodusPoint	103.7K	$5.9M	0.0%	$12.4B
AQR Capital	94.9K	$5.4M	0.0%	$218.4B
Neuberger Berman (Eisman)	93.6K	$5.3M	0.0%	$131.4B
BlackRock	89.1K	$5.0M	0.0%	$5723.5B
American Century	87.5K	$4.9M	0.0%	$194.3B
Polen Capital	83.7K	$4.7M	0.0%	$14.5B
Gabelli	50.1K	$2.8M	0.0%	$14.8B
DE Shaw	48.5K	$2.7M	0.0%	$166.3B
DFA	27.3K	$1.5M	0.0%	$481.4B
Winton	17.9K	$1.0M	0.0%	$2.9B
Schonfeld	14.0K	$789K	0.0%	$14.2B
Tudor	9.0K	$509K	0.0%	$53.9B
Northern Trust	3.7K	$207K	—	$756.6B
Wellington	2.0K	$115K	—	$535.5B
Acadian	1.2K	$68	0.0%	$70.5M

SEI

Who Holds SEI

Changes This Quarter