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SEI Investments
SEIC

Overview Fund Activity

534 hedge funds and large institutions have $7.5B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 158 increasing their positions, 185 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+39
Holders Change %
+7.88%
% of All Funds
7.11%
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
158
Reduced
185
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
+$26.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$22.9M
4
UBS Group
UBS Group
Switzerland
+$19.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$17.7M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
-$111M
2
Citadel Advisors
Citadel Advisors
Florida
-$38.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$38.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$25.6M
5
Invesco
Invesco
Georgia
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
351
Caprock Group
Idaho
$372K +$9.38K +113 +3%
EI
352
Ethic Inc
New York
$369K -$456K -5,531 -55%
Axa
353
Axa
France
$367K +$367K +4,455 New
Commonwealth Equity Services
354
Commonwealth Equity Services
Massachusetts
$367K -$3.13K -38 -0.8%
MA
355
MJP Associates
Connecticut
$360K +$360K +4,366 New
KIM
356
Kestra Investment Management
Texas
$360K +$360K +4,360 New
FFA
357
Florida Financial Advisors
Florida
$350K +$350K +4,249 New
BC
358
Bridgefront Capital
Texas
$345K +$345K +4,185 New
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$345K +$110K +1,331 +47%
CCA
360
Cadent Capital Advisors
Oklahoma
$343K – – –
Public Employees Retirement Association of Colorado
361
Public Employees Retirement Association of Colorado
Colorado
$342K – – –
WA
362
WBH Advisory
Maryland
$330K – – –
COFSG
363
Carbahal Olsen Financial Services Group
California
$330K +$330K +4,000 New
LA
364
Lindenwold Advisors
Pennsylvania
$328K -$12.4K -150 -4%
Janus Henderson Group
365
Janus Henderson Group
United Kingdom
$326K – – –
CIA
366
Citadel Investment Advisory
Ohio
$325K – – –
CFG
367
Cooper Financial Group
California
$320K +$320K +3,885 New
MIM
368
Morningstar Investment Management
Illinois
$320K – – –
CIG
369
Cullen Investment Group
Louisiana
$317K -$52.8K -640 -14%
BC
370
Bayforest Capital
United Kingdom
$310K +$310K +3,756 New
SCM
371
Shelton Capital Management
Colorado
$308K -$16.4K -199 -5%
FTWA
372
Fifth Third Wealth Advisors
Ohio
$302K +$4.7K +57 +2%
NFC
373
Northstar Financial Companies
Pennsylvania
$300K +$300K +3,641 New
P
374
Pitcairn
Pennsylvania
$293K – – –
SOW
375
State of Wyoming
Wyoming
$291K -$97.8K -1,186 -25%
13 14
15
16 17