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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
State Street
Massachusetts
$395M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$89.3M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$25.5M
4
ACL
Azora Capital LP
Florida
$53M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.2M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$6.49M
2
TIA
Tandem Investment Advisors
South Carolina
$28M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.6M
4
BlackRock
BlackRock
New York
$744M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
476
Cullen/Frost Bankers
Texas
$2.07K -$5.69K -88 -73%
AW
477
Avion Wealth
Texas
$2K -$765 -13 -28%
National Bank of Canada
478
National Bank of Canada
Quebec, Canada
$1.93K – – –
DPW
479
DiNuzzo Private Wealth
Pennsylvania
$1.75K +$259 +4 +17%
HI
480
Harbour Investments
Wisconsin
$1.42K +$1.42K +22 New
AF
481
Advisornet Financial
Minnesota
$1.29K +$647 +10 +100%
FMP
482
Financial Management Professionals
Texas
$1K – – –
CAL
483
Capital Advisors Ltd
Ohio
$1K +$1K +8 New
MPWT
484
MassMutual Private Wealth & Trust
Connecticut
$776 – – –
LFG
485
Larson Financial Group
Missouri
$671 – – –
Kayne Anderson Rudnick Investment Management
486
Kayne Anderson Rudnick Investment Management
California
$453 +$453 +7 New
CMBA
487
C.M. Bidwell & Associates
Hawaii
$388 – – –
PFBT
488
Parkside Financial Bank & Trust
Missouri
$259 – – –
TFM
489
TFC Financial Management
Massachusetts
$65 +$65 +1 New
FG
490
Fairman Group
Pennsylvania
$55 – – –
AIG
491
American International Group
New York
– -$9.49M -131,974 Closed
Squarepoint
492
Squarepoint
New York
– -$4.42M -61,530 Closed
Vontobel Holding
493
Vontobel Holding
Switzerland
– -$3.56M -49,490 Closed
DA
494
Duality Advisers
Florida
– -$2.27M -31,581 Closed
IMCOOI
495
Investment Management Corp of Ontario (IMCO)
Canada
– -$1.95M -27,163 Closed
GCM
496
Graham Capital Management
Connecticut
– -$1.23M -17,057 Closed
Rockefeller Capital Management
497
Rockefeller Capital Management
New York
– -$1.11M -15,385 Closed
EMPI
498
Elo Mutual Pension Insurance
Finland
– -$735K -10,220 Closed
EP
499
Edgestream Partners
New Jersey
– -$494K -6,873 Closed
AI
500
AdvisorShares Investments
Maryland
– -$474K -6,592 Closed
17 18 19
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