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3 clusters · 2 sources · 10 days · First seen · Last updated

Categories: BUSINESS

Sei Investments stake changes

Entities: Sei Investments Co. · Lazard Inc. · Hillman Solutions Corp. · Franklin Electric Co. · Photronics, Inc.

Overview

In late July 2026, Sei Investments Co. disclosed a 14.3% increase in its Elevance Health Inc. holding to about 204,457 shares (≈0.09% of the company) and a 169.1% rise in its Edison International position to 697,716 shares (≈0.18%). A week later the fund filed a Form 13F showing reductions in two technology‑focused holdings, cutting Hillman Solutions Corp. by 16.7% and trimming Celestica Inc. by 45.7%, indicating a reallocation across industry groups.

On 3 August 2026, Sei reported further portfolio adjustments, expanding its Lazard, Inc. stake by 190.6% to 192,394 shares (≈0.17%) and increasing its Photronics, Inc. holding by 112.0% to 127,208 shares (≈0.22%). These moves broaden the fund’s exposure to financial‑services and semiconductor sectors, underscoring an ongoing strategy of shifting capital among health‑care, utilities, finance and technology assets.

Timeline

  1. 2 days ago

    [BUSINESS] 2 sources
    Sei Investments Co. expands stakes in Lazard and Photronics

    Sei Investments Co. boosted its Lazard stake by 190.6% to 192,394 shares ($8.2 M) and its Photronics stake by 112% to 127,208 shares ($5.1 M) in Q1, per SEC filings.

  2. 5 days ago

    [BUSINESS] 2 sources
    Sei Investments Co. Reduces Stakes in Hillman Solutions and Celestica

    Sei Investments Co. trimmed its holdings, selling 221,942 Hillman Solutions shares and 29,077 Celestica shares in Q1, lowering stakes to 0.56% and $9.7 million respectively.

  3. 12 days ago

    [BUSINESS] 2 sources
    Sei Investments boosts stakes in Elevance Health and Edison International

    Sei Investments lifted its Elevance Health stake by 14.3% to 204,457 shares (~$60 M) and its Edison International stake by 169.1% to 697,716 shares (~$51 M) in Q1 per its 13F filing.

Sources

mommygearest.com · stocknews.com

This summary has been updated 1 time: see revision history