Ray Dalio's SEIC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 262.5K shares of SEI Investments Company (SEIC) worth $22.27 M, representing 0.09% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in SEIC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 167.6K shares. Largest reduction occurred in Q4 2023, reducing 66.2K shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's SEI Investments Company (SEIC) Holding Value Over Time
Track share changes against reported price movement
Quarterly SEI Investments Company (SEIC) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +18,196 | New Buy | 18,196 | $48.25 |
| Q4 2015 | -18,196 | Sold Out | 18,196 | $0.00 |
| Q2 2016 | +25,000 | New Buy | 25,000 | $48.12 |
| Q3 2016 | -25,000 | Sold Out | 25,000 | $0.00 |
| Q2 2018 | +5,993 | New Buy | 5,993 | $62.57 |
| Q3 2018 | -477 | Reduce 7.96% | 5,516 | $61.09 |
| Q4 2018 | +50,653 | Add 918.29% | 56,169 | $46.20 |
| Q1 2019 | -56,169 | Sold Out | 56,169 | $0.00 |
| Q4 2019 | +31,026 | New Buy | 31,026 | $65.49 |
| Q1 2020 | -31,026 | Sold Out | 31,026 | $0.00 |
| Q4 2020 | +18,610 | New Buy | 18,610 | $57.50 |
| Q1 2021 | +36,745 | Add 197.45% | 55,355 | $60.93 |
| Q2 2021 | +4,409 | Add 7.96% | 59,764 | $61.98 |
| Q3 2021 | -1,382 | Reduce 2.31% | 58,382 | $59.30 |
| Q4 2021 | -31,237 | Reduce 53.50% | 27,145 | $60.93 |
| Q1 2022 | -5,448 | Reduce 20.07% | 21,697 | $60.19 |
| Q2 2022 | +75,460 | Add 347.79% | 97,157 | $54.02 |
| Q3 2022 | -5,920 | Reduce 6.09% | 91,237 | $49.05 |
| Q4 2022 | -11,501 | Reduce 12.61% | 79,736 | $58.30 |
| Q1 2023 | -21,897 | Reduce 27.46% | 57,839 | $57.55 |
| Q2 2023 | -26,410 | Reduce 45.66% | 31,429 | $59.62 |
| Q3 2023 | +167,622 | Add 533.34% | 199,051 | $60.23 |
| Q4 2023 | -66,215 | Reduce 33.27% | 132,836 | $63.55 |
| Q1 2024 | -43,441 | Reduce 32.70% | 89,395 | $71.90 |
| Q2 2024 | -59,913 | Reduce 67.02% | 29,482 | $64.69 |
| Q3 2024 | +23,604 | Add 80.06% | 53,086 | $69.19 |
| Q4 2024 | -10,166 | Reduce 19.15% | 42,920 | $82.48 |
| Q1 2025 | +103,660 | Add 241.52% | 146,580 | $77.63 |
| Q2 2025 | -16,993 | Reduce 11.59% | 129,587 | $89.86 |
| Q3 2025 | +132,915 | Add 102.57% | 262,502 | $84.85 |
Ray Dalio's SEI Investments Company Investment FAQs
Ray Dalio first purchased SEI Investments Company (SEIC) in Q3 2015, acquiring 18,196 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held SEI Investments Company (SEIC) for 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to SEI Investments Company (SEIC) was in Q3 2023, adding 199,051 shares worth $11.99 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 262,502 shares of SEI Investments Company (SEIC), valued at approximately $22.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SEI Investments Company (SEIC) represents approximately 0.09% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in SEI Investments Company (SEIC) was 262,502 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.