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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
$102M
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
$43.9M
4
UBS Group
UBS Group
Switzerland
$31.3M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$32.1M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$220M
2
Citadel Advisors
Citadel Advisors
Florida
$61.5M
3
First Trust Advisors
First Trust Advisors
Illinois
$39.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$729M
5
Invesco
Invesco
Georgia
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
401
NewEdge Advisors
Louisiana
$222K -$30.2K -366 -12%
TA
402
TrueWealth Advisors
Alabama
$218K +$218K +2,640 New
AWAU
403
Alliance Wealth Advisors (Utah)
Utah
$216K +$216K +2,618 New
GWA
404
GGM Wealth Advisors
Maryland
$216K +$216K +2,600 New
AC
405
Allstate Corporation
Illinois
$216K +$216K +2,614 New
HB
406
HTLF Bank
Colorado
$214K +$214K +2,600 New
IAIM
407
International Assets Investment Management
Florida
$209K -$328 -4 -0.2%
BW
408
Bison Wealth
Georgia
$207K +$207K +2,511 New
PFWA
409
Paces Ferry Wealth Advisors
Georgia
$207K +$207K +2,504 New
ET
410
Entropy Technologies
New York
$206K +$206K +2,501 New
TMAM
411
Tokio Marine Asset Management
Japan
$205K +$205K +2,485 New
GDP
412
Great Diamond Partners
Maine
$203K +$203K +2,463 New
PP
413
Prudential plc
United Kingdom
$200K +$200K +2,429 New
IWA
414
Icon Wealth Advisors
Texas
$183K +$907 +11 +0.5%
C
415
Covestor
United Kingdom
$176K +$578 +7 +0.3%
VWM
416
Venturi Wealth Management
Texas
$174K +$11.9K +144 +7%
KI
417
Kapitalo Investimentos
Brazil
$164K +$164K +1,983 New
Bessemer Group
418
Bessemer Group
New Jersey
$158K +$8.31K +101 +6%
HCM
419
Hollencrest Capital Management
California
$156K – – –
GC
420
Globeflex Capital
California
$148K +$148K +1,800 New
WSFS
421
Wilmington Savings Fund Society
Delaware
$146K -$300K -3,635 -67%
HBT
422
Hills Bank & Trust
Iowa
$141K – – –
IGAM
423
iA Global Asset Management
Quebec, Canada
$135K -$4.96K -60 -4%
AAP
424
Arax Advisory Partners
Colorado
$134K +$660 +8 +0.5%
PPA
425
Painted Porch Advisors
California
$128K +$41.8K +507 +48%
15 16
17
18 19