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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
PAM
326
Panagora Asset Management
Massachusetts
$503K -$396K -5,043 -45%
CFM
327
Catalyst Funds Management
Australia
$495K +$314K +4,000 +200%
ATS
328
Ashton Thomas Securities
New York
$492K +$11.4K +145 +2%
BTWM
329
Baker Tilly Wealth Management
Wisconsin
$487K +$28.7K +366 +7%
LAM
330
LECAP Asset Management
United Kingdom
$480K +$457K +5,823 New
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$476K
CANY
332
Caxton Associates (New York)
New York
$469K +$446K +5,686 New
C
333
Certuity
Florida
$461K -$13.8K -176 -3%
BHCM
334
Brevan Howard Capital Management
Jersey
$456K -$865K -11,022 -67%
CIA
335
Concurrent Investment Advisors
Florida
$449K +$19.2K +245 +5%
PWG
336
Portside Wealth Group
Utah
$448K +$54.4K +694 +15%
IFU
337
iSAM Funds (UK)
United Kingdom
$447K +$106K +1,357 +33%
Cetera Investment Advisers
338
Cetera Investment Advisers
Illinois
$430K +$22.4K +285 +6%
EWM
339
Empirical Wealth Management
Washington
$428K +$80.7K +1,029 +25%
KBG
340
Kahn Brothers Group
New York
$425K
AO
341
Advisor OS
Illinois
$421K +$400K +5,103 New
VIA
342
Virtus Investment Advisers
Connecticut
$421K +$400K +5,100 New
MC
343
Machina Capital
France
$413K +$392K +5,003 New
CWM
344
CIBC World Markets
New York
$412K -$119K -1,512 -23%
SCA
345
Snowden Capital Advisors
New York
$405K +$2.27K +29 +0.6%
GI
346
GAMMA Investing
California
$402K +$118K +1,509 +45%
LA
347
Legacy Advisors
Pennsylvania
$398K +$376K +4,793 New
MML Investors Services
348
MML Investors Services
Massachusetts
$397K +$105K +1,341 +39%
M&T Bank
349
M&T Bank
New York
$391K -$19.2K -245 -5%
VI
350
Versor Investments
New York
$390K -$2.4M -30,656 -87%

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.