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SEI Investments
SEIC

Overview Fund Activity

489 hedge funds and large institutions have $6B invested in SEI Investments in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+18
Holders Change %
+3.82%
% of All Funds
7.11%
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
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 %
IA
401
IFP Advisors
Florida
$58.1K +$44.2K +682 +317%
EA
402
Evolution Advisers
Virginia
$56K – – –
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$55.8K -$65 -1 -0.1%
MG
404
Mather Group
Illinois
$55.8K +$36K +500 +181%
OAM
405
Ostrum Asset Management
France
$54.5K -$4.33K -67 -7%
DZ Bank
406
DZ Bank
Germany
$51.9K +$51.9K +803 New
ACM
407
Aquatic Capital Management
Illinois
$51.8K +$51.8K +800 New
HIA
408
Harbor Investment Advisory
Maryland
$42.2K +$194 +3 +0.5%
FFA
409
Farther Finance Advisors
California
$40.3K +$7.1K +110 +21%
WT
410
Whittier Trust
California
$40.1K – – –
HBW
411
Hazlett, Burt & Watson
West Virginia
$38K – – –
EWA
412
EverSource Wealth Advisors
Alabama
$37.7K -$4.75K -70 -11%
CTC
413
Central Trust Company
Missouri
$37.7K – – –
WTA
414
Washington Trust Advisors
Massachusetts
$34K – – –
ST
415
Smithfield Trust
Pennsylvania
$34K -$41.9K -660 -55%
GCM
416
Gladius Capital Management
Illinois
$31.2K -$2.59K -40 -8%
FFA
417
Fairfield Financial Advisors
Massachusetts
$30.1K +$30.1K +465 New
DFA
418
DHJJ Financial Advisors
Illinois
$28.8K – – –
AS
419
Altshuler Shaham
Israel
$23.2K -$3.17K -49 -12%
W
420
WealthCollab
Washington
$22.6K -$1.62K -25 -7%
VAG
421
VisionPoint Advisory Group
Texas
$22.1K -$9.77K -151 -31%
AF
422
Allworth Financial
California
$21.4K -$131 -2 -0.6%
SIC
423
SJS Investment Consulting
Ohio
$21.3K +$19.4K +300 +1,034%
ADL
424
Asset Dedication LLC
California
$20.7K -$4.08K -63 -16%
QC
425
Quent Capital
New York
$20K +$6.01K +93 +43%
15 16
17
18 19