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SEI Investments

539 hedge funds and large institutions have $7.53B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $784K

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

96% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 48

19% more capital invested

Capital invested by funds: $6.35B → $7.53B (+$1.18B)

8% more funds holding

Funds holding: 500539 (+39)

0.15% more ownership

Funds ownership: 70.61%70.76% (+0.15%)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

Holders
539
Holders Change
+39
Holders Change %
+7.8%
% of All Funds
7.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
94
Increased
161
Reduced
186
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$693K
CGH
302
Crossmark Global Holdings
Texas
$690K -$2.35K -30 -0.4%
Fisher Asset Management
303
Fisher Asset Management
Washington
$656K +$25.3K +322 +4%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$648K
IMC
305
Investment Management Corporation
Virginia
$642K +$611K +7,789 New
DFCM
306
Dark Forest Capital Management
Puerto Rico
$624K -$2.01M -25,662 -77%
AWM
307
Avior Wealth Management
Nebraska
$622K -$34K -433 -5%
PCM
308
PAR Capital Management
Massachusetts
$619K
SAM
309
Securian Asset Management
Minnesota
$611K -$21.2K -270 -4%
Aviva
310
Aviva
United Kingdom
$608K -$172K -2,191 -23%
FSCM
311
Front Street Capital Management
Montana
$596K
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$592K -$153K -1,947 -21%
TIA
313
Tandem Investment Advisors
South Carolina
$578K -$155K -1,975 -22%
AI
314
AdvisorShares Investments
Maryland
$571K +$543K +6,920 New
MGP
315
Metis Global Partners
California
$560K +$17.7K +226 +3%
FHB
316
First Hawaiian Bank
Hawaii
$558K -$265K -3,373 -33%
Fayez Sarofim & Co
317
Fayez Sarofim & Co
Texas
$551K
SG
318
Sienna Gestion
France
$549K
HTC
319
Haverford Trust Company
Pennsylvania
$545K
1C
320
111 Capital
France
$540K +$514K +6,548 New
TRCT
321
Tower Research Capital (TRC)
New York
$533K +$132K +1,678 +35%
DekaBank Deutsche Girozentrale
322
DekaBank Deutsche Girozentrale
Germany
$530K
LSA
323
Lansing Street Advisors
Pennsylvania
$521K -$7.84K -100 -2%
BFA
324
Beaumont Financial Advisors
Massachusetts
$519K -$9.02K -115 -2%
HP
325
Haven Private
Florida
$508K +$483K +6,161 New

SEIC Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2024, worth a combined $7.53B — up 19% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SEIC positions and 48 closed out — a net gain of 46 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Norges Bank, adding an estimated $36.7M. The largest seller was Beutel, Goodman & Co, cutting an estimated $106M.

  • 539 institutional investors held SEI Investments (SEIC) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $7.53B of SEI Investments stock for Q4 2024, up 19% quarter-over-quarter.
  • 94 funds opened new SEI Investments positions in Q4 2024 and 48 closed out, a net change of +46 holders.
  • The largest SEI Investments buyer in Q4 2024 was Norges Bank, an estimated $36.7M added.
  • The largest SEI Investments seller in Q4 2024 was Beutel, Goodman & Co, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.