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SS&C Technologies

573 hedge funds and large institutions have $13.2B invested in SS&C Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $21.7M

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

23% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 194

2% more funds holding

Funds holding: 560573 (+13)

4% more capital invested

Capital invested by funds: $12.6B → $13.2B (+$537M)

0.67% less ownership

Funds ownership: 83.47%82.79% (-0.67%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
573
Holders Change
+13
Holders Change %
+2.32%
% of All Funds
8.25%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
68
Increased
238
Reduced
194
Closed
48
Calls
$37.4M
Puts
$21.7M
Net Calls
+$15.7M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
$663K +$1.37K +22 +0.2%
PTC
327
Petrus Trust Company
Texas
$634K +$9.63K +155 +2%
CA
328
Clearstead Advisors
Ohio
$633K -$49.6K -798 -7%
NMG
329
New Millennium Group
Utah
$625K +$603K +9,714 New
AA
330
AlphaMark Advisors
Kentucky
$625K +$29.2K +470 +5%
KPWS
331
Kestra Private Wealth Services
Texas
$624K +$1.68K +27 +0.3%
AI
332
Atom Investors
Texas
$618K +$196K +3,162 +49%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$616K -$8.57K -138 -1%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$606K -$22K -354 -4%
PI
335
PineBridge Investments
New York
$601K -$172K -2,762 -23%
Wealthfront Advisers
336
Wealthfront Advisers
California
$594K +$296K +4,764 +107%
CWM
337
CIBC World Markets
New York
$587K +$180K +2,900 +47%
MLL
338
Moody Lynn & Lieberson
Massachusetts
$577K +$1.06K +17 +0.2%
TSS
339
Two Sigma Securities
New York
$575K +$282K +4,545 +103%
RJFSA
340
Raymond James Financial Services Advisors
Florida
$573K -$113K -1,821 -17%
CT
341
Chicago Trust
Illinois
$564K +$81.3K +1,310 +18%
M&T Bank
342
M&T Bank
New York
$560K -$10.7K -173 -2%
CAN
343
Cetera Advisor Networks
California
$554K +$26.8K +431 +5%
BCI
344
Brinker Capital Investments
Pennsylvania
$554K +$208K +3,342 +63%
OPS
345
Orion Portfolio Solutions
Nebraska
$554K +$208K +3,342 +63%
UCFA
346
United Capital Financial Advisors
Texas
$553K -$86.4K -1,391 -14%
Commonwealth Equity Services
347
Commonwealth Equity Services
Massachusetts
$543K +$37.1K +597 +8%
SIA
348
Schechter Investment Advisors
Michigan
$540K -$244K -3,933 -32%
Aviva
349
Aviva
United Kingdom
$533K -$1.24K -20 -0.2%
GL
350
Graypoint LLC
New York
$530K +$12.9K +207 +3%

SSNC Hedge Fund Activity: Q1 2024 in Review

573 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2024, worth a combined $13.2B — up 4.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SSNC positions and 48 closed out — a net gain of 20 holders — while 238 added to existing stakes and 194 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $72.4M. The largest seller was Boston Partners, cutting an estimated $132M.

  • 573 institutional investors held SS&C Technologies (SSNC) as of Q1 2024, up from 560 in Q4 2023.
  • Funds reported $13.2B of SS&C Technologies stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 68 funds opened new SS&C Technologies positions in Q1 2024 and 48 closed out, a net change of +20 holders.
  • The largest SS&C Technologies buyer in Q1 2024 was Durable Capital Partners, an estimated $72.4M added.
  • The largest SS&C Technologies seller in Q1 2024 was Boston Partners, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2024.