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SS&C Technologies

560 hedge funds and large institutions have $12.6B invested in SS&C Technologies in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 189 increasing their positions, 220 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $17.7M

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

16% more capital invested

Capital invested by funds: $10.9B → $12.6B (+$1.73B)

6% more funds holding

Funds holding: 530560 (+30)

0.06% less ownership

Funds ownership: 83.53%83.47% (-0.06%)

14% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 220

Holders
560
Holders Change
+30
Holders Change %
+5.66%
% of All Funds
8.16%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
189
Reduced
220
Closed
56
Calls
$48.1M
Puts
$17.7M
Net Calls
+$30.4M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
326
AXQ Capital
New Jersey
$617K +$104K +1,900 +23%
UCFA
327
United Capital Financial Advisors
Texas
$610K -$307K -5,621 -36%
CIBC World Market
328
CIBC World Market
Ontario, Canada
$597K +$64.2K +1,175 +14%
Envestnet Portfolio Solutions
329
Envestnet Portfolio Solutions
Illinois
$594K +$29K +531 +6%
PTC
330
Petrus Trust Company
Texas
$592K -$424K -7,753 -44%
KPWS
331
Kestra Private Wealth Services
Texas
$590K +$78K +1,428 +17%
SGI
332
Summit Global Investments
Utah
$588K -$138K -2,526 -21%
TFA
333
Transamerica Financial Advisors
Florida
$572K -$135K -2,469 -21%
AA
334
AlphaMark Advisors
Kentucky
$565K +$10.6K +194 +2%
PAM
335
Panagora Asset Management
Massachusetts
$556K -$9.4K -172 -2%
GCM
336
Greenland Capital Management
New York
$548K +$490K +8,962 New
MLL
337
Moody Lynn & Lieberson
Massachusetts
$547K +$1.64K +30 +0.3%
M&T Bank
338
M&T Bank
New York
$541K -$37.2K -681 -7%
PMA
339
Prudent Man Advisors
Illinois
$529K -$27.8K -509 -6%
QCM
340
QRG Capital Management
Illinois
$517K -$49.4K -904 -10%
Aviva
341
Aviva
United Kingdom
$508K -$1.15K -21 -0.3%
CAN
342
Cetera Advisor Networks
California
$500K -$35K -640 -7%
GL
343
Graypoint LLC
New York
$490K -$64.2K -1,176 -13%
DLA
344
Douglas Lane & Associates
New York
$490K -$118K -2,159 -21%
ACM
345
Aquatic Capital Management
Illinois
$489K +$202K +3,700 +86%
TCOV
346
Trust Company of Vermont
Vermont
$488K -$206K -3,764 -32%
SOMRS
347
State of Michigan Retirement System
Michigan
$487K +$43.7K +800 +11%
X
348
Xponance
Pennsylvania
$485K -$2.08K -38 -0.5%
Commonwealth Equity Services
349
Commonwealth Equity Services
Massachusetts
$479K +$14.6K +267 +4%
Corient Private Wealth
350
Corient Private Wealth
Florida
$468K -$44.7K -818 -10%

SSNC Hedge Fund Activity: Q4 2023 in Review

560 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2023, worth a combined $12.6B — up 16% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SSNC positions and 56 closed out — a net gain of 36 holders — while 189 added to existing stakes and 220 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $152M. The largest seller was Boston Partners, cutting an estimated $281M.

  • 560 institutional investors held SS&C Technologies (SSNC) as of Q4 2023, up from 530 in Q3 2023.
  • Funds reported $12.6B of SS&C Technologies stock for Q4 2023, up 16% quarter-over-quarter.
  • 92 funds opened new SS&C Technologies positions in Q4 2023 and 56 closed out, a net change of +36 holders.
  • The largest SS&C Technologies buyer in Q4 2023 was Citadel Advisors, an estimated $152M added.
  • The largest SS&C Technologies seller in Q4 2023 was Boston Partners, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2023.