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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 %
FNWA
501
Financial Network Wealth Advisors
Utah
$4.87K -$2.56K -31 -34%
HCP
502
Hexagon Capital Partners
Arkansas
$4.87K +$1.24K +15 +34%
HI
503
Harbour Investments
Wisconsin
$4.62K +$2.8K +34 +155%
AS
504
Altshuler Shaham
Israel
$4.12K -$26.9K -326 -87%
MA
505
Montag & Associates
Georgia
$3.82K – – –
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$3.63K – – –
CWA
507
Carolina Wealth Advisors
South Carolina
$3.55K – – –
WPA
508
West Paces Advisors
Georgia
$3.46K – – –
LFG
509
Larson Financial Group
Missouri
$3.41K -$2.08K -25 -38%
CWM
510
Crowley Wealth Management
Delaware
$3.3K +$3.3K +40 New
SIM
511
Synergy Investment Management
Florida
$3.18K +$3.18K +39 New
PFBT
512
Parkside Financial Bank & Trust
Missouri
$3.05K +$2.72K +33 +825%
SS
513
Sunbelt Securities
Texas
$2.89K – – –
DJSG
514
D.J. St. Germain
Massachusetts
$2.89K – – –
RTL
515
Red Tortoise LLC
Georgia
$2.72K – – –
HI
516
Horizon Investments
North Carolina
$2.31K +$2.31K +28 New
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$2.23K – – –
AW
518
Avion Wealth
Texas
$2K – – –
LC
519
Lindbrook Capital
California
$1.82K +$165 +2 +10%
GFL
520
Granite FO LLC
New Hampshire
$1.73K – – –
RIL
521
Rothschild Investment LLC
Illinois
$1.65K – – –
AssetMark Inc
522
AssetMark Inc
California
$1.07K +$1.07K +13 New
CIAM
523
Caitong International Asset Management
Hong Kong
$990 +$990 +12 New
FMP
524
Financial Management Professionals
Texas
$825 – – –
NS
525
NBC Securities
Alabama
$734 -$818K -8,911 -100%
19 20
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