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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 %
CFD
451
Creative Financial Designs
Indiana
$6.92K +$3.04K +47 +78%
PWMG
452
Prestige Wealth Management Group
New Jersey
$6.79K – – –
CFO
453
CVA Family Office
Colorado
$6.73K +$6.73K +104 New
JWA
454
JFS Wealth Advisors
Pennsylvania
$6.08K – – –
HGERS
455
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +96 New
RIL
456
Rothschild Investment LLC
Illinois
$5.82K +$5.82K +90 New
HNB
457
Huntington National Bank
Ohio
$5.76K -$2.46K -38 -30%
BIC
458
Beach Investment Counsel
Pennsylvania
$5K +$5K +70 New
KWAG
459
Kiely Wealth Advisory Group
North Carolina
$4.87K – – –
LC
460
Lindbrook Capital
California
$4.79K +$2.01K +31 +72%
BIA
461
Bell Investment Advisors
California
$4.66K -$970 -15 -17%
FNWA
462
Financial Network Wealth Advisors
Utah
$4.59K +$4.59K +71 New
PWMG
463
Private Wealth Management Group
New Jersey
$4.08K – – –
LS
464
Livforsakringsbolaget Skandia
Sweden
$3.49K – – –
MA
465
Montag & Associates
Georgia
$2.98K – – –
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$2.85K – – –
WPA
467
West Paces Advisors
Georgia
$2.72K – – –
GWM
468
Geneos Wealth Management
Colorado
$2.39K – – –
IAIM
469
International Assets Investment Management
Florida
$2.39K +$2.39K +37 New
SS
470
Sunbelt Securities
Texas
$2.26K – – –
DJSG
471
D.J. St. Germain
Massachusetts
$2.26K – – –
AFWM
472
Abich Financial Wealth Management
Virginia
$2.2K -$517 -8 -19%
CFGS
473
Concourse Financial Group Securities
Alabama
$2.2K +$2.2K +34 New
RTL
474
Red Tortoise LLC
Georgia
$2.14K – – –
CFB
475
Cullen/Frost Bankers
Texas
$2.07K -$5.69K -88 -73%
17 18
19
20 21