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SEI Investments

539 hedge funds and large institutions have $7.53B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $784K

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

96% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 48

19% more capital invested

Capital invested by funds: $6.35B → $7.53B (+$1.18B)

8% more funds holding

Funds holding: 500539 (+39)

0.15% more ownership

Funds ownership: 70.61%70.76% (+0.15%)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

Holders
539
Holders Change
+39
Holders Change %
+7.8%
% of All Funds
7.1%
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
161
Reduced
186
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
526
Rothschild Investment LLC
Illinois
$1.65K
AssetMark Inc
527
AssetMark Inc
California
$1.07K +$1.02K +13 New
CIAM
528
Caitong International Asset Management
Hong Kong
$990 +$941 +12 New
FMP
529
Financial Management Professionals
Texas
$825
NS
530
NBC Securities
Alabama
$734 -$699K -8,911 -100%
GFPC
531
Global Financial Private Client
Florida
$577 +$549 +7 New
CMBA
532
C.M. Bidwell & Associates
Hawaii
$495
WCM
533
WealthTrak Capital Management
Virginia
$413 +$392 +5 New
PWM
534
Parkworth Wealth Management
California
$330 +$314 +4 New
SS
535
SBI Securities
Japan
$165 +$157 +2 New
TFM
536
TFC Financial Management
Massachusetts
$83
AWM
537
Activest Wealth Management
Florida
$82 +$78 +1 New
SSG
538
Summit Securities Group
New York
$82 +$78 +1 New
FG
539
Fairman Group
Pennsylvania
$70
CSS
540
Cubist Systematic Strategies
Connecticut
-$7.21M -104,192 Closed
D.E. Shaw & Co
541
D.E. Shaw & Co
New York
-$5.33M -76,987 Closed
EP
542
Edgestream Partners
New Jersey
-$2.32M -33,477 Closed
Squarepoint
543
Squarepoint
New York
-$1.74M -25,161 Closed
Connor, Clark & Lunn Investment Management (CC&L)
544
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.36M -19,619 Closed
Baird Financial Group
545
Baird Financial Group
Wisconsin
-$1.11M -16,073 Closed
CC
546
Centiva Capital
New York
-$1.07M -15,479 Closed
XT
547
XTX Topco
Cayman Islands
-$1.05M -15,203 Closed
Public Sector Pension Investment Board (PSP Investments)
548
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.01M -14,662 Closed
Capital Fund Management (CFM)
549
Capital Fund Management (CFM)
France
-$872K -12,600 Closed
PAS
550
Point72 Asia (Singapore)
Singapore
-$818K -11,820 Closed

SEIC Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2024, worth a combined $7.53B — up 19% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SEIC positions and 48 closed out — a net gain of 46 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Norges Bank, adding an estimated $36.7M. The largest seller was Beutel, Goodman & Co, cutting an estimated $106M.

  • 539 institutional investors held SEI Investments (SEIC) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $7.53B of SEI Investments stock for Q4 2024, up 19% quarter-over-quarter.
  • 94 funds opened new SEI Investments positions in Q4 2024 and 48 closed out, a net change of +46 holders.
  • The largest SEI Investments buyer in Q4 2024 was Norges Bank, an estimated $36.7M added.
  • The largest SEI Investments seller in Q4 2024 was Beutel, Goodman & Co, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.