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SS&C Technologies

368 hedge funds and large institutions have $11.5B invested in SS&C Technologies in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more capital invested

Capital invested by funds: $10.8B → $11.5B (+$718M)

5% more funds holding

Funds holding: 349368 (+19)

2% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 130

3.24% less ownership

Funds ownership: 87.84%84.6% (-3.2%)

30% less call options, than puts

Call options by funds: $6.71M | Put options by funds: $9.64M

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
8.41%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.43%
New
59
Increased
132
Reduced
130
Closed
35
Calls
$6.71M
Puts
$9.64M
Net Calls
-$2.93M
Net Calls Change
-$957K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$134K -$15.8K -285 -11%
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$132K +$9.77K +176 +8%
LS
328
Livforsakringsbolaget Skandia
Sweden
$108K -$128K -2,300 -55%
IA
329
IFP Advisors
Florida
$88K +$11.1K +200 +15%
CAG
330
Csenge Advisory Group
Florida
$81K +$96.4K +1,738 New
MUS
331
Mitsubishi UFJ Securities
Japan
$72K +$70.5K +1,270 New
MI
332
Markston International
New York
$71K
RCAG
333
Rehmann Capital Advisory Group
Michigan
$67.2K -$777 -14 -1%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$47K -$1.28K -23 -3%
MSFP
335
Mark Sheptoff Financial Planning
Connecticut
$45K
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$45K
DAM
337
Delta Asset Management
Tennessee
$40K +$39.4K +710 New
HIIFS
338
Harel Insurance Investments & Financial Services
Israel
$36K +$3.5K +63 +11%
PCG
339
Private Capital Group
Connecticut
$35K +$7.16K +129 +26%
CFGS
340
Concourse Financial Group Securities
Alabama
$33K +$32K +577 New
CBOA
341
Commonwealth Bank of Australia
Australia
$26K -$5.55K -100 -18%
RFA
342
Reilly Financial Advisors
California
$25K
PCM
343
Penserra Capital Management
California
$25K +$24.6K +444 New
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$23K
PCP
345
Proficio Capital Partners
Massachusetts
$17K
MIM
346
MetLife Investment Management
New Jersey
$16.1K +$15.8K +284 New
WC
347
Whitney & Co
New York
$16K +$17.5K +315 New
LF
348
Lee Financial
Texas
$13K
SIAS
349
Shine Investment Advisory Services
Colorado
$12K
AssetMark Inc
350
AssetMark Inc
California
$11K -$444 -8 -4%