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SS&C Technologies

432 hedge funds and large institutions have $13.4B invested in SS&C Technologies in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 160 increasing their positions, 132 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 47

109% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $8.96M

41% more capital invested

Capital invested by funds: $9.5B → $13.4B (+$3.93B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 132

14% more funds holding

Funds holding: 378432 (+54)

0.77% less ownership

Funds ownership: 84.42%83.65% (-0.77%)

Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
9.35%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
103
Increased
160
Reduced
132
Closed
47
Calls
$18.7M
Puts
$8.96M
Net Calls
+$9.77M
Net Calls Change
+$9.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MI
376
Markston International
New York
$72K -$6.95K -125 -10%
RCAG
377
Rehmann Capital Advisory Group
Michigan
$69.7K -$1.28K -23 -2%
ASN
378
Advisory Services Network
Georgia
$62K +$36.3K +653 +198%
SFG
379
SevenBridge Financial Group
Pennsylvania
$62K +$54.2K +975 New
CFGS
380
Concourse Financial Group Securities
Alabama
$54K +$11.5K +206 +31%
MSFP
381
Mark Sheptoff Financial Planning
Connecticut
$51K
Nisa Investment Advisors
382
Nisa Investment Advisors
Missouri
$51K
PCM
383
Prelude Capital Management
New York
$49K -$5.67K -102 -12%
QCIG
384
Quad-Cities Investment Group
Iowa
$48K +$41.2K +740 New
CG
385
Cutler Group
California
$47K -$48.2K -867 -54%
PCG
386
Private Capital Group
Connecticut
$39K -$167 -3 -0.5%
CBOA
387
Commonwealth Bank of Australia
Australia
$36K +$5.56K +100 +20%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$33K -$23.1K -416 -48%
EWM
389
Executive Wealth Management
Michigan
$31K
RFA
390
Reilly Financial Advisors
California
$28K
VCM
391
Versant Capital Management
Arizona
$28K +$16.7K +300 +203%
S
392
SignatureFD
Georgia
$21K +$7.67K +138 +73%
CT
393
Clearstead Trust
Maine
$21K +$17.9K +322 New
PO
394
Private Ocean
California
$21K +$18.2K +327 New
VEA
395
Virtus ETF Advisers
New York
$20K
PCP
396
Proficio Capital Partners
Massachusetts
$19K +$1.11K +20 +7%
MIM
397
MetLife Investment Management
New Jersey
$18.8K +$723 +13 +5%
HIIFS
398
Harel Insurance Investments & Financial Services
Israel
$18K -$24.8K -446 -61%
LF
399
Lee Financial
Texas
$17K +$1.95K +35 +15%
CF
400
Centaurus Financial
California
$16.6K +$58.8K +1,058 New

SSNC Hedge Fund Activity: Q1 2019 in Review

432 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2019, worth a combined $13.4B — up 41% from $9.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SSNC positions and 47 closed out — a net gain of 56 holders — while 160 added to existing stakes and 132 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $124M. The largest seller was Wellington Management Group, cutting an estimated $119M.

  • 432 institutional investors held SS&C Technologies (SSNC) as of Q1 2019, up from 378 in Q4 2018.
  • Funds reported $13.4B of SS&C Technologies stock for Q1 2019, up 41% quarter-over-quarter.
  • 103 funds opened new SS&C Technologies positions in Q1 2019 and 47 closed out, a net change of +56 holders.
  • The largest SS&C Technologies buyer in Q1 2019 was Maverick Capital, an estimated $124M added.
  • The largest SS&C Technologies seller in Q1 2019 was Wellington Management Group, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2019.