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Sei Investments stake changes

Updated 1 time since CLSTR started tracking revisions of this situation.

What changed

2026-08-02 09:12 UTC → 2026-08-05 08:56 UTC · added removed

In late July 2026, Sei Investments Co. disclosed a notable 14.3% increase in its holdings of Elevance Health Inc. and Edison International. The fund raised its Elevance stake by 14.3% holding to about 204,457 shares (roughly 0.09% (≈0.09% of the company) and expanded a 169.1% rise in its Edison International position by 169.1% to 697,716 shares (about 0.18%). These moves signaled continued interest in the health‑care and utilities sectors. (≈0.18%). A week later, later the investor fund filed another a Form 13F showing reductions in two technology‑focused companies. Sei cut its holdings, cutting Hillman Solutions Corp. position by 16.7%, selling 221,942 shares 16.7% and ending with 1,105,352 shares (≈0.56%). It also trimmed its trimming Celestica Inc. stake by 45.7%, selling 29,077 shares and retaining 34,522 shares. The contrasting actions illustrate indicating a strategic reallocation across different industry groups within 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 portfolio. exposure to financial‑services and semiconductor sectors, underscoring an ongoing strategy of shifting capital among health‑care, utilities, finance and technology assets.

Versions

  1. 2026-08-05 08:56 UTC Sei Investments stake changes
  2. 2026-08-02 09:12 UTC Sei Investments stake changes

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