We are live on ! Find out more
SSNC icon

SS&C Technologies

662 hedge funds and large institutions have $15.2B invested in SS&C Technologies in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

28% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 202

19% more capital invested

Capital invested by funds: $12.8B → $15.2B (+$2.43B)

15% more funds holding

Funds holding: 574662 (+88)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.07% more ownership

Funds ownership: 82.38%83.45% (+1.1%)

43% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $53.9M

Holders
662
Holders Change
+88
Holders Change %
+15.33%
% of All Funds
9.51%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
119
Increased
259
Reduced
202
Closed
27
Calls
$30.6M
Puts
$53.9M
Net Calls
-$23.3M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
326
Western Wealth Management
Colorado
$1.18M +$1.13M +15,894 New
KIC
327
Kensington Investment Counsel
California
$1.15M +$25.1K +354 +2%
RJFSA
328
Raymond James Financial Services Advisors
Florida
$1.15M +$489K +6,903 +80%
Corient Private Wealth
329
Corient Private Wealth
Florida
$1.13M +$458K +6,466 +74%
WKWM
330
Walter & Keenan Wealth Management
Indiana
$1.11M
RFC
331
Regions Financial Corp
Alabama
$1.08M +$25.7K +363 +3%
IPW
332
Inlet Private Wealth
Florida
$1.06M +$7.09K +100 +0.7%
AI
333
Atria Investments
North Carolina
$1.04M -$17.6K -248 -2%
Principal Financial Group
334
Principal Financial Group
Iowa
$1.04M -$145K -2,039 -13%
QT
335
Quantbot Technologies
New York
$1.03M +$887K +12,514 +932%
VPIM
336
Vanguard Personalized Indexing Management
California
$1.03M +$46.4K +654 +5%
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$1M -$185K -2,605 -16%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$985K +$389K +5,482 +70%
CJL
339
Cyrus J. Lawrence
New York
$979K -$5.32K -75 -0.6%
CWM
340
CIBC World Markets
New York
$963K +$69.1K +975 +8%
HighTower Advisors
341
HighTower Advisors
Illinois
$954K -$2.2K -31 -0.2%
Mirae Asset Global Investments
342
Mirae Asset Global Investments
South Korea
$951K +$302K +4,262 +50%
FRM
343
Fox Run Management
Connecticut
$944K +$902K +12,718 New
LWAM
344
Legacy Wealth Asset Management
Minnesota
$927K -$33.3K -469 -4%
CM
345
CastleKnight Management
New York
$920K -$255K -3,600 -23%
Wealth Enhancement Advisory Services
346
Wealth Enhancement Advisory Services
Minnesota
$917K +$427K +6,027 +95%
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$911K -$306K -4,311 -26%
CC
348
Centiva Capital
New York
$888K +$849K +11,969 New
AA
349
Auxano Advisors
Washington
$884K -$20K -282 -2%
RCA
350
Roberts Capital Advisors
Colorado
$873K