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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 56 funds opening new positions, 177 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+18
Holders Change %
+3.81%
% 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
56
Increased
177
Reduced
167
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 %
QC
426
Quent Capital
New York
$20K +$6.01K +93 +43%
HPC
427
HM Payson & Co
Maine
$19.4K – – –
MRCM
428
M&R Capital Management
New Jersey
$18.9K +$129 +2 +0.7%
IC
429
Innealta Capital
Texas
$16.5K +$16.5K +255 New
AT
430
Arlington Trust
Alabama
$16K – – –
LFA
431
LGT Financial Advisors
Texas
$15.8K – – –
FHA
432
First Horizon Advisors
Tennessee
$14.8K +$14.8K +229 New
RA
433
Rise Advisors
New York
$14.6K +$129 +2 +0.9%
Bessemer Group
434
Bessemer Group
New Jersey
$14K -$25.9K -386 -65%
AIM
435
Anchor Investment Management
South Carolina
$12.9K – – –
SC
436
Stephens Consulting
Michigan
$12.6K +$12.6K +195 New
GXJ
437
Global X Japan
Japan
$12.6K -$1.62K -25 -11%
ZB
438
Zions Bancorporation
Utah
$12.4K -$5.5K -85 -31%
SWM
439
Spire Wealth Management
Virginia
$12.2K – – –
AA
440
Addison Advisors
Vermont
$11.6K +$11.6K +179 New
SAM
441
Smartleaf Asset Management
Massachusetts
$11.3K +$193 +3 +2%
NSIM
442
North Star Investment Management
Illinois
$11.2K +$129 +2 +1%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$10.6K – – –
FFA
444
Frazier Financial Advisors
Ohio
$10.2K – – –
VCM
445
Versant Capital Management
Arizona
$8.67K +$6.66K +103 +332%
CWP
446
Concord Wealth Partners
Virginia
$8.6K +$8.6K +133 New
BCWM
447
Bartlett & Co Wealth Management
Ohio
$8.47K – – –
WTC
448
WhitTier Trust Company
Nevada
$8.41K – – –
TIM
449
Tortoise Investment Management
New York
$8.35K – – –
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$7.54K -$10.2K -157 -58%
16 17
18
19 20