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SS&C Technologies

409 hedge funds and large institutions have $10.9B invested in SS&C Technologies in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 136 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $75M | Put options by funds: $18.8M

24% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 136

0.77% more ownership

Funds ownership: 82.89%83.66% (+0.77%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

9% less capital invested

Capital invested by funds: $12B → $10.9B (-$1.11B)

10% less funds holding

Funds holding: 453409 (-44)

43% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 101

Holders
409
Holders Change
-44
Holders Change %
-9.71%
% of All Funds
8.97%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.37%
New
58
Increased
168
Reduced
136
Closed
101
Calls
$75M
Puts
$18.8M
Net Calls
+$56.2M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
376
Private Ocean
California
$17K
HIIFS
377
Harel Insurance Investments & Financial Services
Israel
$15K -$273K -5,350 -95%
LF
378
Lee Financial
Texas
$14K
AIM
379
AIA Investment Management
Singapore
$14K +$13.9K +271 New
CAL
380
Capital Analysts LLC
Pennsylvania
$13K
ED
381
Exane Derivatives
France
$13K -$645K -12,612 -98%
VCM
382
Versant Capital Management
Arizona
$12K -$10.5K -206 -45%
SIAS
383
Shine Investment Advisory Services
Colorado
$11K
JCM
384
Jacobi Capital Management
Pennsylvania
$10K
PCM
385
Penserra Capital Management
California
$8K -$3.62M -70,800 -100%
PA
386
Parallel Advisors
California
$8K -$1.74K -34 -19%
HI
387
Hudock Inc
Pennsylvania
$7K -$30.3K -592 -79%
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$7K
FRA
389
Front Row Advisors
California
$7K +$1.43K +28 +28%
MSFP
390
Mark Sheptoff Financial Planning
Connecticut
$6K -$34.8K -680 -85%
WEC
391
Winslow Evans & Crocker
Massachusetts
$6K
AF
392
Advisornet Financial
Minnesota
$6K +$5.72K +112 New
BBHC
393
Brown Brothers Harriman & Co
New York
$4K -$511 -10 -11%
CTC
394
Central Trust Company
Missouri
$4K
GWM
395
Geneos Wealth Management
Colorado
$4K
BCA
396
Berman Capital Advisors
Georgia
$3K -$1.48K -29 -28%
EARNEST Partners
397
EARNEST Partners
Georgia
$3K
LC
398
Lindbrook Capital
California
$3K +$1.28K +25 +68%
IA
399
IFP Advisors
Florida
$3K +$2.56K +50 New
S
400
SignatureFD
Georgia
$2K -$2.25K -44 -59%

SSNC Hedge Fund Activity: Q3 2019 in Review

409 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q3 2019, worth a combined $10.9B — down 9.3% from $12B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of SSNC and 58 opened new positions — a net loss of 43 holders — while 136 trimmed existing stakes and 168 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $195M. The largest seller was Wellington Management Group, cutting an estimated $133M.

  • 409 institutional investors held SS&C Technologies (SSNC) as of Q3 2019, down from 453 in Q2 2019.
  • Funds reported $10.9B of SS&C Technologies stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 58 funds opened new SS&C Technologies positions in Q3 2019 and 101 closed out, a net change of -43 holders.
  • The largest SS&C Technologies buyer in Q3 2019 was Capital Research Global Investors, an estimated $195M added.
  • The largest SS&C Technologies seller in Q3 2019 was Wellington Management Group, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2019.