Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DI
Disciplined Investments’s
SS&C Technologies
SSNC
Stock Holding History
Disciplined Investments’s Portfolio
SSNC Stock Details
SSNC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-33
Closed
-$2K
–
1350
2023
Q2
$2K
Buy
33
+1
+3%
+$57
﹤0.01%
659
2023
Q1
$1.81K
Buy
32
+11
+52%
+$634
﹤0.01%
709
2022
Q4
$1.09K
Sell
21
-11
-34%
-$558
﹤0.01%
863
2022
Q3
$2K
Buy
32
+18
+129%
+$1.04K
﹤0.01%
721
2022
Q2
$1K
Sell
14
-13
-48%
-$836
﹤0.01%
1114
2022
Q1
$2K
Buy
+27
New
+$2.11K
﹤0.01%
785
Other funds holding SSNC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Diamond Hill Capital Management
Columbus, Ohio
$16B AUM
4.15%
1-Year Est. Return
CCM
Cantillon Capital Management
New York
$15.1B AUM
23.54%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BAM
Burgundy Asset Management
Toronto, Ontario, Canada
$10.6B AUM
13.39%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close