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SS&C Technologies

530 hedge funds and large institutions have $11.9B invested in SS&C Technologies in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.48%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
63
Increased
204
Reduced
197
Closed
58
Calls
$34.2M
Puts
$15.4M
Net Calls
+$18.8M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$460K -$70.2K -1,243 -13%
KPWS
352
Kestra Private Wealth Services
Texas
$457K +$457K +8,088 New
GL
353
Graypoint LLC
New York
$450K +$5.14K +91 +1%
X
354
Xponance
Pennsylvania
$442K +$2.32K +41 +0.5%
MIM
355
Meixler Investment Management
Arizona
$438K -$37.9K -672 -8%
V
356
Veritable
Delaware
$431K +$61.8K +1,095 +17%
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$429K -$32K -566 -7%
Manulife (Manufacturers Life Insurance)
358
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$429K +$791 +14 +0.2%
BCM
359
Bayesian Capital Management
New York
$424K -$702K -12,426 -62%
AI
360
AdvisorShares Investments
Maryland
$413K +$413K +7,319 New
JCIA
361
Jackson Creek Investment Advisors
Colorado
$405K
XT
362
XTX Topco
Cayman Islands
$398K +$398K +7,046 New
GT
363
Greenleaf Trust
Michigan
$395K -$1.69K -30 -0.4%
MML Investors Services
364
MML Investors Services
Massachusetts
$386K -$62.5K -1,106 -14%
HWAM
365
Hennion & Walsh Asset Management
New Jersey
$386K +$16.1K +285 +4%
CAM
366
Carret Asset Management
New York
$379K +$28.2K +500 +8%
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$376K -$738K -13,068 -66%
II
368
Inspire Investing
Idaho
$375K +$2.2K +39 +0.6%
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$372K +$56.9K +1,008 +18%
LCWP
370
Legacy Capital Wealth Partners
Arkansas
$369K +$369K +6,535 New
UB
371
UMB Bank
Missouri
$367K -$19K -336 -5%
STA
372
Summit Trail Advisors
New York
$363K +$17.7K +313 +5%
NB
373
Nicolet Bankshares
Wisconsin
$358K
Creative Planning
374
Creative Planning
Kansas
$355K +$8.36K +148 +2%
BAM
375
Blueshift Asset Management
New Jersey
$350K +$350K +6,190 New