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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
TC
351
Taika Capital
Florida
$388K +$369K +4,700 New
LFA
352
Legacy Financial Advisors
Kentucky
$384K +$7.29K +93 +2%
MYLI
353
Meiji Yasuda Life Insurance
Japan
$379K +$12.6K +160 +4%
VNA
354
Valley National Advisers
Pennsylvania
$374K -$307K -3,919 -46%
CG
355
Caprock Group
Idaho
$372K +$8.86K +113 +3%
EI
356
Ethic Inc
New York
$369K -$434K -5,531 -55%
Axa
357
Axa
France
$367K +$349K +4,455 New
Commonwealth Equity Services
358
Commonwealth Equity Services
Massachusetts
$367K -$2.98K -38 -0.8%
MA
359
MJP Associates
Connecticut
$360K +$342K +4,366 New
KIM
360
Kestra Investment Management
Texas
$360K +$342K +4,360 New
FFA
361
Florida Financial Advisors
Florida
$350K +$333K +4,249 New
BC
362
Bridgefront Capital
Texas
$345K +$328K +4,185 New
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$345K +$104K +1,331 +47%
CCA
364
Cadent Capital Advisors
Oklahoma
$343K
Public Employees Retirement Association of Colorado
365
Public Employees Retirement Association of Colorado
Colorado
$342K
WA
366
WBH Advisory
Maryland
$330K
COFSG
367
Carbahal Olsen Financial Services Group
California
$330K +$314K +4,000 New
LA
368
Lindenwold Advisors
Pennsylvania
$328K -$11.8K -150 -4%
Janus Henderson Group
369
Janus Henderson Group
United Kingdom
$326K
CIA
370
Citadel Investment Advisory
Ohio
$325K
CFG
371
Cooper Financial Group
California
$320K +$305K +3,885 New
MIM
372
Morningstar Investment Management
Illinois
$320K
CIG
373
Cullen Investment Group
Louisiana
$317K -$50.2K -640 -14%
BC
374
Bayforest Capital
United Kingdom
$310K +$295K +3,756 New
SCM
375
Shelton Capital Management
Colorado
$308K -$15.6K -199 -5%

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.