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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 %
KBG
326
Kahn Brothers Group
New York
$356K +$356K +5,147 New
M&T Bank
327
M&T Bank
New York
$345K -$319K -4,604 -48%
Cetera Investment Advisers
328
Cetera Investment Advisers
Illinois
$341K +$29.1K +421 +9%
SCA
329
Snowden Capital Advisors
New York
$336K -$90.4K -1,306 -21%
TRCT
330
Tower Research Capital (TRC)
New York
$331K -$465K -6,714 -58%
PWG
331
Portside Wealth Group
Utah
$327K +$30.3K +438 +10%
SOW
332
State of Wyoming
Wyoming
$326K +$29.3K +424 +10%
IC
333
IEQ Capital
California
$319K +$45.3K +655 +17%
LFA
334
Legacy Financial Advisors
Kentucky
$315K +$1.18K +17 +0.4%
CIG
335
Cullen Investment Group
Louisiana
$310K – – –
Commonwealth Equity Services
336
Commonwealth Equity Services
Massachusetts
$310K +$276 +4 +0.1%
MYLI
337
Meiji Yasuda Life Insurance
Japan
$307K -$107K -1,549 -26%
CG
338
Caprock Group
Idaho
$303K +$53.9K +779 +22%
Allspring Global Investments
339
Allspring Global Investments
North Carolina
$302K +$35.5K +513 +13%
BFM
340
Boothbay Fund Management
New York
$296K -$280K -4,048 -49%
ECM
341
ExodusPoint Capital Management
New York
$290K +$290K +4,190 New
EWM
342
Empirical Wealth Management
Washington
$288K – – –
CCA
343
Cadent Capital Advisors
Oklahoma
$288K -$23.1K -334 -7%
Public Employees Retirement Association of Colorado
344
Public Employees Retirement Association of Colorado
Colorado
$287K – – –
LA
345
Lindenwold Advisors
Pennsylvania
$285K +$5.81K +84 +2%
Capstone Investment Advisors
346
Capstone Investment Advisors
New York
$283K +$283K +4,086 New
IFU
347
iSAM Funds (UK)
United Kingdom
$281K -$467K -6,754 -62%
WA
348
WBH Advisory
Maryland
$277K – – –
RCWM
349
Royal Capital Wealth Management
Indiana
$277K – – –
MIM
350
Morningstar Investment Management
Illinois
$276K +$5.19K +73 +2%
12 13
14
15 16