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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 %
Simplex Trading
476
Simplex Trading
Illinois
$3K +$3K +56 New
CWA
477
Carolina Wealth Advisors
South Carolina
$2.98K +$2.98K +43 New
WPA
478
West Paces Advisors
Georgia
$2.91K – – –
DJSG
479
D.J. St. Germain
Massachusetts
$2.42K – – –
SS
480
Sunbelt Securities
Texas
$2.42K – – –
RTL
481
Red Tortoise LLC
Georgia
$2.28K – – –
DPW
482
DiNuzzo Private Wealth
Pennsylvania
$1.87K – – –
HI
483
Harbour Investments
Wisconsin
$1.52K – – –
GFL
484
Granite FO LLC
New Hampshire
$1.45K +$1.45K +21 New
RIL
485
Rothschild Investment LLC
Illinois
$1.38K -$4.84K -70 -78%
LC
486
Lindbrook Capital
California
$1.38K -$3.74K -54 -73%
AW
487
Avion Wealth
Texas
$1K -$259 -7 -21%
FMP
488
Financial Management Professionals
Texas
$1K – – –
AF
489
Advisornet Financial
Minnesota
$692 -$692 -10 -50%
CA
490
Claris Advisors
Missouri
$554 +$554 +8 New
CMBA
491
C.M. Bidwell & Associates
Hawaii
$415 – – –
PFBT
492
Parkside Financial Bank & Trust
Missouri
$277 – – –
TFM
493
TFC Financial Management
Massachusetts
$70 – – –
FG
494
Fairman Group
Pennsylvania
$58 – – –
IAIM
495
International Assets Investment Management
Florida
$37 +$36 +2,523 +6,819%
EBA
496
Eagle Bay Advisors
New York
$18 – – –
ACL
497
Azora Capital LP
Florida
– -$53M -819,875 Closed
OAM
498
Ophir Asset Management
Australia
– -$16.5M -254,623 Closed
Norges Bank
499
Norges Bank
Norway
– -$9.28M -143,529 Closed
JAM
500
Jupiter Asset Management
United Kingdom
– -$7.79M -120,372 Closed
18 19
20
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