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SEI Investments
SEIC

Overview Fund Activity

495 hedge funds and large institutions have $6.32B invested in SEI Investments in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 184 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
171
Reduced
184
Closed
37
Calls
$8.12M
Puts
$14.7M
Net Calls
-$6.56M
Net Calls Change
-$2.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$61.2M
2
Citadel Advisors
Citadel Advisors
Florida
$84.1M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$174M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$113M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$27.1M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
Legal & General Group
Legal & General Group
United Kingdom
$26.6M
3
TIA
Tandem Investment Advisors
South Carolina
$622K
4
State Street
State Street
Massachusetts
$395M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$633M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
401
Private Trust Company
Ohio
$62.4K -$16.2K -234 -21%
EA
402
Evolution Advisers
Virginia
$60K – – –
OAM
403
Ostrum Asset Management
France
$59.1K +$761 +11 +1%
DZ Bank
404
DZ Bank
Germany
$55.6K – – –
ACM
405
Aster Capital Management
United Arab Emirates
$51.7K +$51.7K +747 New
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$48.8K +$40.8K +589 +508%
IA
407
IFP Advisors
Florida
$48.7K -$13.4K -194 -22%
EWA
408
EverSource Wealth Advisors
Alabama
$47.6K +$9.13K +132 +24%
HIA
409
Harbor Investment Advisory
Maryland
$45K -$208 -3 -0.5%
PD
410
Point72 (DIFC)
United Arab Emirates
$44.8K +$44.8K +648 New
FFA
411
Farther Finance Advisors
California
$44.5K +$1.32K +19 +3%
WT
412
Whittier Trust
California
$42.9K – – –
UCI
413
Uncommon Cents Investing
Wisconsin
$42.6K +$42.6K +615 New
HBW
414
Hazlett, Burt & Watson
West Virginia
$42K – – –
CTC
415
Central Trust Company
Missouri
$41K +$761 +11 +2%
LS
416
Livforsakringsbolaget Skandia
Sweden
$38.3K +$34.6K +500 +926%
ST
417
Smithfield Trust
Pennsylvania
$38K – – –
W
418
WealthCollab
Washington
$36.5K +$12.2K +177 +51%
WTA
419
Washington Trust Advisors
Massachusetts
$36.4K – – –
GCM
420
Gladius Capital Management
Illinois
$32.8K -$554 -8 -2%
FFA
421
Fairfield Financial Advisors
Massachusetts
$32.2K – – –
FHA
422
First Horizon Advisors
Tennessee
$31.9K +$16.1K +232 +101%
DFA
423
DHJJ Financial Advisors
Illinois
$30.8K – – –
SAM
424
Smartleaf Asset Management
Massachusetts
$26.2K +$14.1K +203 +116%
AS
425
Altshuler Shaham
Israel
$26K +$1.25K +18 +5%
15 16
17
18 19