SEIC icon

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 %
CTC
451
Central Trust Company
Missouri
$48K -$907 -11 -2%
FHA
452
First Horizon Advisors
Tennessee
$47.7K +$9.65K +117 +25%
LS
453
Livforsakringsbolaget Skandia
Sweden
$45.9K – – –
ST
454
Smithfield Trust
Pennsylvania
$44K – – –
W
455
WealthCollab
Washington
$43.5K – – –
WTA
456
Washington Trust Advisors
Massachusetts
$42.8K -$577 -7 -1%
MCM
457
MAI Capital Management
Ohio
$41.5K +$41.5K +503 New
FFA
458
Fairfield Financial Advisors
Massachusetts
$38.4K – – –
AF
459
Allworth Financial
California
$38.1K +$13.3K +158 +54%
DFA
460
DHJJ Financial Advisors
Illinois
$36.7K – – –
SAM
461
Smartleaf Asset Management
Massachusetts
$36.3K +$5.04K +61 +16%
CBT
462
CoreFirst Bank & Trust
Kansas
$30.8K – – –
GWM
463
Geneos Wealth Management
Colorado
$27.4K – – –
SIC
464
SJS Investment Consulting
Ohio
$26.9K -$247 -3 -0.9%
ADL
465
Asset Dedication LLC
California
$26.4K – – –
MG
466
Mather Group
Illinois
$25.8K – – –
QC
467
Quent Capital
New York
$25.5K – – –
HPC
468
HM Payson & Co
Maine
$24.7K – – –
AA
469
Addison Advisors
Vermont
$20.7K +$1.32K +16 +7%
AT
470
Arlington Trust
Alabama
$20.5K – – –
LFA
471
LGT Financial Advisors
Texas
$20.2K – – –
RA
472
Rise Advisors
New York
$18.6K – – –
VCM
473
Versant Capital Management
Arizona
$17.5K +$6.19K +75 +55%
AIM
474
Anchor Investment Management
South Carolina
$16.5K – – –
GXJ
475
Global X Japan
Japan
$15.6K -$9.16K -111 -37%
17 18
19
20 21