SEIC icon

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 %
SCM
351
Shelton Capital Management
Colorado
$263K -$18K -279 -6%
LA
352
Lindenwold Advisors
Pennsylvania
$261K -$7.05K -109 -3%
CIA
353
Citadel Investment Advisory
Ohio
$259K – – –
RCWM
354
Royal Capital Wealth Management
Indiana
$259K -$12.9K -200 -5%
WA
355
WBH Advisory
Maryland
$259K – – –
IC
356
IEQ Capital
California
$256K -$1.29K -20 -0.5%
Verition Fund Management
357
Verition Fund Management
Connecticut
$251K -$8.54K -132 -3%
Allspring Global Investments
358
Allspring Global Investments
North Carolina
$249K -$579K -8,945 -70%
MIM
359
Morningstar Investment Management
Illinois
$246K – – –
SIG
360
Stonegate Investment Group
Alabama
$239K +$239K +3,689 New
Janney Montgomery Scott
361
Janney Montgomery Scott
Pennsylvania
$233K -$11.2K -173 -5%
CG
362
Caprock Group
Idaho
$233K +$17.1K +264 +8%
WI
363
WrapManager Inc
California
$227K -$28.1K -434 -11%
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$214K -$41.9K -648 -16%
BW
365
Bison Wealth
Georgia
$214K – – –
MPI
366
Mairs & Power Inc
Minnesota
$213K – – –
HR
367
Hardy Reed
Mississippi
$213K +$213K +3,288 New
PAG
368
Private Advisor Group
New Jersey
$210K -$50.3K -778 -19%
BHCM
369
Brevan Howard Capital Management
Jersey
$209K -$665K -10,273 -76%
KAS
370
Kestra Advisory Services
Texas
$206K +$906 +14 +0.4%
MML Investors Services
371
MML Investors Services
Massachusetts
$200K +$16.7K +258 +9%
NB
372
NBT Bank
New York
$196K +$1.36K +21 +0.7%
FTWA
373
Fifth Third Wealth Advisors
Ohio
$193K +$193K +2,991 New
S
374
SignatureFD
Georgia
$190K +$13.8K +213 +8%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$165K +$2.07K +32 +1%
13 14
15
16 17