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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 %
MYLI
326
Meiji Yasuda Life Insurance
Japan
$387K +$133K +2,050 +52%
MGP
327
Metis Global Partners
California
$385K +$19.8K +306 +5%
CIA
328
Concurrent Investment Advisors
Florida
$378K +$49.4K +764 +15%
C
329
Certuity
Florida
$373K +$39.5K +610 +12%
FTDI
330
First Trust Direct Indexing
Massachusetts
$354K +$354K +5,474 New
IHL
331
Investment House LLC
California
$351K – – –
ATS
332
Ashton Thomas Securities
New York
$344K +$344K +5,356 New
O
333
Ossiam
France
$330K +$8.41K +130 +3%
TSS
334
Two Sigma Securities
New York
$329K +$329K +5,085 New
Lazard Asset Management
335
Lazard Asset Management
New York
$310K +$186K +2,878 +150%
BTI
336
Blue Trust Inc
Georgia
$302K +$286K +3,977 +1,752%
P
337
Pitcairn
Pennsylvania
$295K – – –
LFA
338
Legacy Financial Advisors
Kentucky
$294K +$22.8K +352 +8%
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$292K -$141K -2,175 -32%
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$292K -$32K -495 -10%
NA
341
NewEdge Advisors
Louisiana
$291K +$281K +4,344 +2,681%
CCA
342
Cadent Capital Advisors
Oklahoma
$291K – – –
GC
343
Gratus Capital
Georgia
$290K +$290K +4,485 New
Commonwealth Equity Services
344
Commonwealth Equity Services
Massachusetts
$290K -$8.28K -128 -3%
CIG
345
Cullen Investment Group
Louisiana
$290K +$2.01K +31 +0.7%
GDP
346
Great Diamond Partners
Maine
$286K -$3.3K -51 -1%
PWG
347
Portside Wealth Group
Utah
$278K +$14K +216 +5%
SOW
348
State of Wyoming
Wyoming
$277K -$45.5K -703 -14%
EWM
349
Empirical Wealth Management
Washington
$269K +$2.72K +42 +1%
Public Employees Retirement Association of Colorado
350
Public Employees Retirement Association of Colorado
Colorado
$268K – – –
12 13
14
15 16