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HFM Investment Advisors’s SS&C Technologies SSNC Stock Holding History

HFM Investment Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49K Buy
24
+16
+200% +$1.09K ﹤0.01% 581
2026
Q1 		$541 Sell
8
-5
-38% -$384 ﹤0.01% 644
2025
Q4 		$1.14K Hold
13
– – ﹤0.01% 417
2025
Q3 		$1.15K Hold
13
– – ﹤0.01% 309
2025
Q2 		$1.08K Buy
13
+8
+160% +$629 ﹤0.01% 327
2025
Q1 		$418 Buy
+5
New +$414 ﹤0.01% 352

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HFM Investment Advisors's SSNC Position: Q2 2026 in Review

HFM Investment Advisors increased its SS&C Technologies (SSNC) stake by 200% in Q2 2026, buying an estimated $1.09K and bringing the position to 24 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

HFM Investment Advisors first reported a position in SSNC in Q1 2025 and has held it in 6 quarters since. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • HFM Investment Advisors held 24 shares of SS&C Technologies worth $1.49K as of Q2 2026.
  • HFM Investment Advisors bought 16 SS&C Technologies shares in Q2 2026, an estimated $1.09K.
  • SS&C Technologies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #581 holding.
  • HFM Investment Advisors first reported a position in SS&C Technologies in Q1 2025 and has held it in 6 quarters since.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.