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SS&C Technologies

526 hedge funds and large institutions have $12.6B invested in SS&C Technologies in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 215 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
8.3%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
56
Increased
187
Reduced
215
Closed
58
Calls
$54.9M
Puts
$5.93M
Net Calls
+$49M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OTL
351
Oak Thistle LLC
New York
$453K -$69.6K -1,149 -13%
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$445K -$170K -2,803 -28%
Creative Planning
353
Creative Planning
Kansas
$443K +$61.6K +1,017 +16%
MIM
354
Meixler Investment Management
Arizona
$442K -$28.1K -463 -6%
HWAM
355
Hennion & Walsh Asset Management
New Jersey
$441K +$26.9K +445 +7%
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$430K +$30.1K +496 +8%
QT
357
Quantamental Technologies
New York
$425K +$425K +7,019 New
STA
358
Summit Trail Advisors
New York
$421K +$31.3K +516 +8%
CAM
359
Carret Asset Management
New York
$418K +$10.9K +180 +3%
GT
360
Greenleaf Trust
Michigan
$410K -$13.8K -227 -3%
NB
361
Nicolet Bankshares
Wisconsin
$409K +$24.5K +405 +6%
AC
362
AXQ Capital
New Jersey
$406K +$406K +6,700 New
DAS
363
Dynamic Advisor Solutions
Arizona
$402K +$60.6K +1,000 +18%
UB
364
UMB Bank
Missouri
$394K
II
365
Inspire Investing
Idaho
$392K -$9.64K -159 -2%
Cerity Partners
366
Cerity Partners
New York
$392K +$150K +2,473 +62%
NWA
367
New World Advisors
Massachusetts
$391K +$24.2K +400 +7%
Baird Financial Group
368
Baird Financial Group
Wisconsin
$390K +$17.5K +288 +5%
BCI
369
Brinker Capital Investments
Pennsylvania
$385K +$34.2K +564 +10%
OPS
370
Orion Portfolio Solutions
Nebraska
$385K +$34.2K +564 +10%
TRCT
371
Tower Research Capital (TRC)
New York
$377K +$107K +1,761 +39%
BS
372
Banco Santander
Spain
$371K +$371K +6,121 New
DGAM
373
Desjardins Global Asset Management
Quebec, Canada
$364K +$26.5K +438 +8%
JCIA
374
Jackson Creek Investment Advisors
Colorado
$362K -$72.8K -1,201 -17%
SCA
375
Snowden Capital Advisors
New York
$342K -$163K -2,692 -32%