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SEI Investments
SEIC

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: 1 → 5 (+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: 500 → 539 (+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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$36.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.3M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$25.4M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$21.7M
5
UBS Group
UBS Group
Switzerland
+$18.5M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
-$106M
2
Citadel Advisors
Citadel Advisors
Florida
-$36.9M
3
First Trust Advisors
First Trust Advisors
Illinois
-$36.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$24.4M
5
Invesco
Invesco
Georgia
-$23.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$957M +$744K +9,489 +0.1%
BlackRock
2
BlackRock
New York
$949M +$7.26M +92,569 +0.8%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$729M -$24.4M -310,622 -3%
State Street
4
State Street
Massachusetts
$471M -$1.99M -25,349 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$464M -$17.4M -221,290 -4%
Bank of America
6
Bank of America
North Carolina
$235M -$14.7M -187,203 -6%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$220M -$106M -1,351,040 -34%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$213M +$4.73M +60,307 +2%
Invesco
9
Invesco
Georgia
$186M -$23.7M -302,003 -12%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$134M -$1.13M -14,345 -0.9%
RA
11
Royce & Associates
New York
$112M -$8.48M -108,167 -7%
BTW
12
Boston Trust Walden
Massachusetts
$108M +$1.57M +20,020 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$102M +$27.3M +348,112 +39%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$96.6M +$3.64M +46,425 +4%
Northern Trust
15
Northern Trust
Illinois
$88.1M +$14.5M +184,339 +21%
UBS AM
16
UBS AM
Illinois
$62.4M +$16.5M +209,850 +38%
Citadel Advisors
17
Citadel Advisors
Florida
$61.5M -$36.9M -470,144 -39%
Charles Schwab
18
Charles Schwab
California
$55.1M +$311K +3,967 +0.6%
Norges Bank
19
Norges Bank
Norway
$48M +$36.7M +468,217 +411%
Brown Advisory
20
Brown Advisory
Maryland
$46.9M -$18.6M -237,728 -30%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$45.3M -$9.85M -125,624 -19%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.9M +$21.7M +277,252 +109%
Raymond James Financial
23
Raymond James Financial
Florida
$42.5M +$40.5M +515,858 New
ACM
24
American Capital Management
New York
$41M +$15.1M +192,814 +63%
First Trust Advisors
25
First Trust Advisors
Illinois
$39.8M -$36.8M -468,603 -49%
1
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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.