Next Financial Group’s SS&C Technologies SSNC Stock Holding History

Next Financial Group’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
2021 Q4	$20K	Buy	246 +29	+13%	+$2.23K	﹤0.01%	1893
2021 Q3	$15K	Hold	217	–	–	﹤0.01%	1906
2021 Q2	$16K	Hold	217	–	–	﹤0.01%	1837
2021 Q1	$15K	Sell	217 -99	-31%	-$6.69K	﹤0.01%	1749
2020 Q4	$23K	Sell	316 -12	-4%	-$804	﹤0.01%	1495
2020 Q3	$20K	Buy	+328	New	+$19.6K	﹤0.01%	1409
2020 Q2	–	Sell	-217	Closed	-$10K	–	1727
2020 Q1	$10K	Sell	217 -100	-32%	-$5.65K	﹤0.01%	1534
2019 Q4	$19K	Sell	317 -3,947	-93%	-$221K	﹤0.01%	1550
2019 Q3	$220K	Sell	4,264 -476	-10%	-$24.3K	0.02%	632
2019 Q2	$273K	Sell	4,740 -467	-9%	-$28.1K	0.03%	554
2019 Q1	$331K	Buy	+5,207	New	+$290K	0.08%	234

Other funds holding SSNC

BlackRock New York $5.72T 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Next Financial Group's SSNC Position: Q4 2021 in Review

Next Financial Group increased its SS&C Technologies (SSNC) stake by 13% in Q4 2021, buying an estimated $2.23K and bringing the position to 246 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Next Financial Group first reported a position in SSNC in Q1 2019 and has held it in 11 quarters since. The position peaked at $331K in Q1 2019. 541 funds tracked by Wall St. Rank hold SSNC as of Q4 2021.

Next Financial Group held 246 shares of SS&C Technologies worth $20K as of Q4 2021.
Next Financial Group bought 29 SS&C Technologies shares in Q4 2021, an estimated $2.23K.
SS&C Technologies made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1893 holding.
Next Financial Group first reported a position in SS&C Technologies in Q1 2019 and has held it in 11 quarters since.
Next Financial Group's SS&C Technologies position peaked at $331K in Q1 2019.
541 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.