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SEI Investments
SEIC

Overview Fund Activity

495 hedge funds and large institutions have $6.32B invested in SEI Investments in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 184 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
171
Reduced
184
Closed
37
Calls
$8.12M
Puts
$14.7M
Net Calls
-$6.56M
Net Calls Change
-$2.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$21M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$20.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$16.6M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$53M
2
Legal & General Group
Legal & General Group
United Kingdom
-$34M
3
TIA
Tandem Investment Advisors
South Carolina
-$29.4M
4
State Street
State Street
Massachusetts
-$27.9M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSCM
301
Front Street Capital Management
Montana
$500K -$6.92K -100 -1%
IIM
302
INTECH Investment Management
Florida
$495K -$973K -14,059 -66%
PCM
303
Prelude Capital Management
New York
$484K +$5.74K +83 +1%
HF
304
HRT Financial
New York
$478K +$478K +6,921 New
NIC
305
Northwest Investment Counselors
Oregon
$473K -$46.7K -675 -9%
Fayez Sarofim & Co
306
Fayez Sarofim & Co
Texas
$462K – – –
SG
307
Sienna Gestion
France
$460K – – –
FTDI
308
First Trust Direct Indexing
Massachusetts
$459K +$80.6K +1,165 +21%
HTC
309
Haverford Trust Company
Pennsylvania
$458K – – –
MGP
310
Metis Global Partners
California
$455K +$42.5K +614 +10%
CWM
311
CIBC World Markets
New York
$450K +$33.2K +480 +8%
OR
312
Olympiad Research
Connecticut
$446K -$39.1K -565 -8%
LSA
313
Lansing Street Advisors
Pennsylvania
$444K +$444K +6,416 New
BFA
314
Beaumont Financial Advisors
Massachusetts
$443K – – –
DekaBank Deutsche Girozentrale
315
DekaBank Deutsche Girozentrale
Germany
$441K -$32.8K -477 -7%
CA
316
Clearstead Advisors
Ohio
$427K -$554 -8 -0.1%
ATS
317
Ashton Thomas Securities
New York
$403K +$32.4K +468 +9%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$399K -$163K -2,359 -29%
C
319
Certuity
Florida
$399K -$208 -3 -0.1%
Credit Agricole
320
Credit Agricole
France
$390K +$231K +3,338 +145%
SPA
321
Sherbrooke Park Advisers
New York
$385K +$385K +5,567 New
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$383K +$70.3K +1,016 +22%
IHL
323
Investment House LLC
California
$376K – – –
WSFS
324
Wilmington Savings Fund Society
Delaware
$374K +$374K +5,410 New
CIA
325
Concurrent Investment Advisors
Florida
$359K -$44.8K -648 -11%
11 12
13
14 15