SCHEDULE: Loomis Sayles Reports 7.14% Stake in SEI Investments

Loomis, Sayles & Co., L.P. has reported a 7.14% beneficial ownership stake in SEI Investments Co. common stock.

Summary

• Loomis, Sayles & Co., L.P. filed an Amendment No. 15 to Schedule 13G regarding its beneficial ownership in SEI Investments Co.
• The filing indicates Loomis, Sayles & Co., L.P. beneficially owns 8,886,767.60 shares of SEI Investments Co. common stock.
• This ownership represents 7.14% of the total class of SEI Investments Co. common stock.
• Loomis, Sayles & Co., L.P. holds sole voting power over 7,233,424.00 of these shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: This is a factual disclosure of beneficial ownership, which is neutral in sentiment. It indicates a significant institutional stake but provides no performance or strategic information.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Disclosure of a significant institutional stake (7.14%) by Loomis, Sayles & Co., L.P. provides transparency regarding the ownership structure of SEI Investments Co.

Key Dates

Keywords

SEI Investments, Loomis Sayles, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, Institutional Ownership