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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 57 funds opening new positions, 177 increasing their positions, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+19
Holders Change %
+4.03%
% 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
57
Increased
177
Reduced
166
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 %
IWA
376
Icon Wealth Advisors
Texas
$149K +$15.2K +224 +11%
Credit Agricole
377
Credit Agricole
France
$149K +$149K +2,300 New
GI
378
GAMMA Investing
California
$137K +$40.4K +624 +42%
QL
379
Quarry LP
New York
$136K +$136K +2,105 New
C
380
Covestor
United Kingdom
$135K +$122K +1,890 +950%
VWM
381
Venturi Wealth Management
Texas
$129K +$29.7K +459 +30%
AGWCA
382
Annis Gardner Whiting Capital Advisors
Florida
$125K – – –
HCM
383
Hollencrest Capital Management
California
$123K – – –
HBT
384
Hills Bank & Trust
Iowa
$111K -$6.08K -94 -5%
QCG
385
Quadrant Capital Group
Ohio
$110K -$16.7K -258 -13%
SPIA
386
Steward Partners Investment Advisory
New York
$98.1K +$8.54K +132 +10%
S
387
Sachetta
Massachusetts
$95.7K +$947 +14 +1%
MFG
388
Mendota Financial Group
Wisconsin
$95K – – –
Swedbank
389
Swedbank
Sweden
$84K – – –
AAP
390
Arax Advisory Partners
Colorado
$80.5K +$27.8K +430 +53%
GRP
391
Global Retirement Partners
California
$80.3K +$19K +293 +31%
PO
392
Private Ocean
California
$77.6K – – –
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$77.4K +$10.9K +168 +16%
IGAM
394
iA Global Asset Management
Quebec, Canada
$77K +$2.78K +43 +4%
PI
395
PEAK6 Investments
Illinois
$76.5K +$76.5K +1,182 New
PTC
396
Private Trust Company
Ohio
$73.5K +$10.1K +156 +16%
PS
397
Principal Securities
Iowa
$69.4K +$1.68K +26 +2%
PPA
398
Painted Porch Advisors
California
$67.7K +$67.7K +1,047 New
LWCFA
399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.8K – – –
TFA
400
Toth Financial Advisory
Virginia
$62.5K – – –
14 15
16
17 18