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SS&C Technologies
SSNC

443 hedge funds and large institutions have $12.7B invested in SS&C Technologies in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 140 increasing their positions, 164 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

58% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $14.9M

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

16% more capital invested

Capital invested by funds: $10.9B → $12.7B (+$1.78B)

8% more funds holding

Funds holding: 409 → 443 (+34)

1.88% less ownership

Funds ownership: 83.66% → 81.78% (-1.9%)

15% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 164

Holders
443
Holders Change
+34
Holders Change %
+8.31%
% of All Funds
8.73%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
84
Increased
140
Reduced
164
Closed
39
Calls
$23.5M
Puts
$14.9M
Net Calls
+$8.64M
Net Calls Change
-$47.5M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$101M
2
EC
Eminence Capital
New York
+$93.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$85.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$79.4M
5
JCM
Junto Capital Management
New York
+$48.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$177M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$85.3M
4
CAM
Congress Asset Management
Massachusetts
-$84.6M
5
VM
Valinor Management
New York
-$56.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
376
Markston International
New York
$68K -$1.4K -25 -2%
PCM
377
Penserra Capital Management
California
$66K +$50.1K +894 +596%
CFGS
378
Concourse Financial Group Securities
Alabama
$64K +$18.2K +324 +45%
BDS
379
Banco de Sabadell
Florida
$62K – – –
FGAM
380
Financial Gravity Asset Management
Texas
$61K – – –
HFM
381
Harvest Fund Management
China
$57K +$51K +909 New
FHA
382
First Horizon Advisors
Tennessee
$56K – – –
ASN
383
Advisory Services Network
Georgia
$54K -$22.4K -400 -31%
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$52K +$18.8K +335 +66%
PO
385
Private Ocean
California
$47K +$23.8K +425 +130%
GDP
386
Great Diamond Partners
Maine
$46K +$42.3K +755 New
HIIFS
387
Harel Insurance Investments & Financial Services
Israel
$39K +$19.2K +342 +119%
BWA
388
BDO Wealth Advisors
Florida
$38K +$35.1K +626 New
AIM
389
Anchor Investment Management
South Carolina
$34.1K +$31.2K +556 New
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
PCG
391
Private Capital Group
Connecticut
$32K – – –
APA
392
American Portfolios Advisors
New York
$28.2K -$262K -4,670 -91%
RFA
393
Reilly Financial Advisors
California
$27K – – –
BAM
394
Bellevue Asset Management
Washington
$27K +$24.4K +436 New
SFS
395
Sowell Financial Services
Arkansas
$25K -$2.02K -36 -8%
CT
396
Clearstead Trust
Maine
$20K – – –
NFG
397
Next Financial Group
Texas
$19K -$221K -3,947 -93%
BUB
398
BBVA USA Bancshares
Texas
$18K +$16.3K +291 New
PA
399
Parallel Advisors
California
$17K +$7.46K +133 +90%
CAL
400
Capital Analysts LLC
Pennsylvania
$16K – – –
14 15
16
17 18

SSNC Hedge Fund Activity: Q4 2019 in Review

443 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2019, worth a combined $12.7B — up 16% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SSNC positions and 39 closed out — a net gain of 45 holders — while 140 added to existing stakes and 164 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was T. Rowe Price Associates, cutting an estimated $431M.

  • 443 institutional investors held SS&C Technologies (SSNC) as of Q4 2019, up from 409 in Q3 2019.
  • Funds reported $12.7B of SS&C Technologies stock for Q4 2019, up 16% quarter-over-quarter.
  • 84 funds opened new SS&C Technologies positions in Q4 2019 and 39 closed out, a net change of +45 holders.
  • The largest SS&C Technologies buyer in Q4 2019 was Capital Research Global Investors, an estimated $101M added.
  • The largest SS&C Technologies seller in Q4 2019 was T. Rowe Price Associates, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2019.