SEIC icon

SEI Investments
SEIC

Overview Fund Activity

490 hedge funds and large institutions have $6.01B invested in SEI Investments in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+18
Holders Change %
+3.81%
% of All Funds
7.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
56
Increased
177
Reduced
167
Closed
33
Calls
$9.87M
Puts
$13.8M
Net Calls
-$3.96M
Net Calls Change
-$11.6M

Top Buyers

1
State Street
1
State Street
Massachusetts
$395M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$89.3M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$25.5M
4
ACL
4
Azora Capital LP
Florida
$53M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$14.2M

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$6.49M
2
TIA
2
Tandem Investment Advisors
South Carolina
$28M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$13.6M
4
BlackRock
4
BlackRock
New York
$744M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
301
Securian Asset Management
Minnesota
$515K -$14.9K -230 -3%
Creative Planning
302
Creative Planning
Kansas
$511K -$1.75K -27 -0.3%
Fisher Asset Management
303
Fisher Asset Management
Washington
$509K +$6.08K +94 +1%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$508K +$1.29K +20 +0.3%
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$505K +$25.9K +400 +5%
HT
306
Headlands Technologies
Illinois
$493K +$493K +7,619 New
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
$488K +$173K +2,681 +55%
NIC
308
Northwest Investment Counselors
Oregon
$486K -$104K -1,610 -18%
JWM
309
Janiczek Wealth Management
Colorado
$476K +$22.4K +346 +5%
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$475K -$33.5K -517 -7%
FSCM
311
Front Street Capital Management
Montana
$474K +$129 +2 +0%
Mariner
312
Mariner
Kansas
$474K +$29.6K +458 +7%
OR
313
Olympiad Research
Connecticut
$453K +$141K +2,175 +45%
PCM
314
Prelude Capital Management
New York
$447K +$80.5K +1,244 +22%
TC
315
TwinBeech Capital
New York
$445K +$445K +6,881 New
DekaBank Deutsche Girozentrale
316
DekaBank Deutsche Girozentrale
Germany
$444K +$33.8K +525 +8%
VI
317
Versor Investments
New York
$439K – – –
Fayez Sarofim & Co
318
Fayez Sarofim & Co
Texas
$432K -$40.4K -625 -9%
SG
319
Sienna Gestion
France
$431K -$6.94M -107,390 -94%
HTC
320
Haverford Trust Company
Pennsylvania
$428K – – –
BFA
321
Beaumont Financial Advisors
Massachusetts
$414K -$4.92K -76 -1%
CA
322
Clearstead Advisors
Ohio
$400K +$393K +6,076 +5,626%
SCA
323
Snowden Capital Advisors
New York
$399K -$10K -155 -2%
PTC
324
Petrus Trust Company
Texas
$395K – – –
CWM
325
CIBC World Markets
New York
$390K +$93.7K +1,449 +32%
11 12
13
14 15