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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 %
FPFS
451
First Personal Financial Services
North Carolina
$8.1K +$8.1K +117 New
PWMG
452
Prestige Wealth Management Group
New Jersey
$7.27K – – –
JWA
453
JFS Wealth Advisors
Pennsylvania
$6.71K +$208 +3 +3%
ZB
454
Zions Bancorporation
Utah
$6.64K -$6.64K -96 -50%
BIG
455
Brooklyn Investment Group
New York
$6.23K +$6.23K +90 New
FNWA
456
Financial Network Wealth Advisors
Utah
$6.23K +$1.32K +19 +27%
KWAG
457
Kiely Wealth Advisory Group
North Carolina
$6.06K – – –
CFO
458
CVA Family Office
Colorado
$6.02K -$1.18K -17 -16%
CA
459
CoreCap Advisors
Michigan
$6.02K +$6.02K +87 New
HGERS
460
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
CFB
461
Cullen/Frost Bankers
Texas
$5.67K +$3.46K +50 +156%
CPA
462
Capital Performance Advisors
California
$5.54K +$5.54K +80 New
BIC
463
Beach Investment Counsel
Pennsylvania
$5K – – –
HWM
464
Hemington Wealth Management
Virginia
$5K +$5K +79 New
MRCM
465
M&R Capital Management
New Jersey
$4.64K -$15.6K -225 -77%
LFG
466
Larson Financial Group
Missouri
$4.59K +$3.9K +56 +560%
BIA
467
Bell Investment Advisors
California
$4.36K -$623 -9 -13%
PWMG
468
Private Wealth Management Group
New Jersey
$4.36K – – –
TCOV
469
Trust Company of Vermont
Vermont
$4.36K +$4.36K +63 New
TWD
470
True Wealth Design
Ohio
$3.81K -$867K -12,534 -100%
O
471
Ossiam
France
$3.32K -$350K -5,056 -99%
BBHC
472
Brown Brothers Harriman & Co
New York
$3.25K +$3.25K +47 New
MA
473
Montag & Associates
Georgia
$3.18K – – –
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$3.04K – – –
HCP
475
Hexagon Capital Partners
Arkansas
$3.04K +$3.04K +44 New
17 18
19
20 21