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SS&C Technologies

432 hedge funds and large institutions have $13.4B invested in SS&C Technologies in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 160 increasing their positions, 132 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 47

109% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $8.96M

41% more capital invested

Capital invested by funds: $9.5B → $13.4B (+$3.93B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 132

14% more funds holding

Funds holding: 378432 (+54)

0.77% less ownership

Funds ownership: 84.42%83.65% (-0.77%)

Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
9.35%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
103
Increased
160
Reduced
132
Closed
47
Calls
$18.7M
Puts
$8.96M
Net Calls
+$9.77M
Net Calls Change
+$9.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$338K +$295K +5,310 New
TC
327
Telemus Capital
Michigan
$334K +$292K +5,246 New
AI
328
Atria Investments
North Carolina
$331K -$315K -5,663 -52%
NFG
329
Next Financial Group
Texas
$331K +$290K +5,207 New
NFH
330
NEXT Financial Holdings
Texas
$331K +$290K +5,207 New
Caisse de Depot et Placement du Quebec (CDPQ)
331
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$325K -$117K -2,100 -29%
OBGC
332
O'Brien Greene & Co
Pennsylvania
$318K
FCM
333
Flinton Capital Management
Pennsylvania
$314K -$518K -9,316 -65%
Cerity Partners
334
Cerity Partners
New York
$311K +$272K +4,890 New
MF
335
Magnetar Financial
Illinois
$310K +$271K +4,867 New
FA
336
FDx Advisors
Illinois
$307K +$12K +215 +5%
ATC
337
Argent Trust Co
Tennessee
$303K -$15.4K -277 -6%
AIG
338
American International Group
New York
$301K -$9.34K -168 -3%
NB
339
Nicolet Bankshares
Wisconsin
$298K
COI
340
Connable Office Inc
Michigan
$287K
First Manhattan
341
First Manhattan
New York
$286K +$250K +4,496 New
RJT
342
Raymond James Trust
Florida
$280K +$244K +4,395 New
EWA
343
Exencial Wealth Advisors
Oklahoma
$274K +$239K +4,295 New
OLA
344
Oliver Luxxe Assets
New Jersey
$273K +$238K +4,280 New
SPC
345
Sigma Planning Corp
Michigan
$268K +$234K +4,204 New
FAAS
346
First Allied Advisory Services
California
$266K +$232K +4,178 New
TAM
347
Tyers Asset Management
Texas
$259K -$427K -7,672 -65%
JWM
348
Jupiter Wealth Management
Colorado
$257K +$222K +4,000 New
SCM
349
Stevens Capital Management
Pennsylvania
$257K +$224K +4,034 New
BRWA
350
B. Riley Wealth Advisors
Florida
$256K +$222K +3,999 New

SSNC Hedge Fund Activity: Q1 2019 in Review

432 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2019, worth a combined $13.4B — up 41% from $9.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SSNC positions and 47 closed out — a net gain of 56 holders — while 160 added to existing stakes and 132 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $124M. The largest seller was Wellington Management Group, cutting an estimated $119M.

  • 432 institutional investors held SS&C Technologies (SSNC) as of Q1 2019, up from 378 in Q4 2018.
  • Funds reported $13.4B of SS&C Technologies stock for Q1 2019, up 41% quarter-over-quarter.
  • 103 funds opened new SS&C Technologies positions in Q1 2019 and 47 closed out, a net change of +56 holders.
  • The largest SS&C Technologies buyer in Q1 2019 was Maverick Capital, an estimated $124M added.
  • The largest SS&C Technologies seller in Q1 2019 was Wellington Management Group, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2019.