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SS&C Technologies

648 hedge funds and large institutions have $15.7B invested in SS&C Technologies in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 243 increasing their positions, 226 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,183% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $4.77M

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

8% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 226

3% more capital invested

Capital invested by funds: $15.2B → $15.7B (+$490M)

0.13% more ownership

Funds ownership: 83.45%83.58% (+0.13%)

5% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 91

2% less funds holding

Funds holding: 662648 (-14)

Holders
648
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
8.54%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
86
Increased
243
Reduced
226
Closed
91
Calls
$61.2M
Puts
$4.77M
Net Calls
+$56.5M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$661K +$294K +3,925 +82%
Creative Planning
377
Creative Planning
Kansas
$653K +$156K +2,088 +32%
SLAM
378
Swiss Life Asset Management
$651K +$644K +8,605 New
M&T Bank
379
M&T Bank
New York
$647K +$1.35K +18 +0.2%
DCM
380
Davis Capital Management
Florida
$647K +$142K +1,904 +29%
SOW
381
State of Wyoming
Wyoming
$638K +$93.1K +1,245 +17%
Aviva
382
Aviva
United Kingdom
$611K -$5.24K -70 -0.9%
Baird Financial Group
383
Baird Financial Group
Wisconsin
$604K +$24.2K +323 +4%
UCFA
384
United Capital Financial Advisors
Texas
$600K -$57.8K -772 -9%
SIA
385
Schechter Investment Advisors
Michigan
$599K -$2.47K -33 -0.4%
IWC
386
Integrated Wealth Concepts
Massachusetts
$596K +$115K +1,539 +24%
AAP
387
Arax Advisory Partners
Colorado
$594K -$2.17K -29 -0.4%
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$589K -$2.47M -33,019 -81%
DA
389
Denali Advisors
California
$584K +$299K +4,000 +108%
PCM
390
Perritt Capital Management
Illinois
$573K
Commonwealth Equity Services
391
Commonwealth Equity Services
Massachusetts
$569K +$6.58K +88 +1%
PMA
392
Prudent Man Advisors
Illinois
$567K -$70.7K -945 -11%
PCA
393
Pallas Capital Advisors
Massachusetts
$567K +$191K +2,548 +52%
AIA
394
Affinity Investment Advisors
California
$563K -$156K -2,091 -22%
TA
395
Tectonic Advisors
Texas
$560K +$24.4K +326 +5%
SCA
396
Snowden Capital Advisors
New York
$559K +$70.1K +937 +15%
CT
397
Chicago Trust
Illinois
$552K -$7.71K -103 -1%
SG
398
Sienna Gestion
France
$552K
FFM
399
Forum Financial Management
Illinois
$550K +$267K +3,563 +96%
BS
400
Banco Santander
Spain
$548K

SSNC Hedge Fund Activity: Q4 2024 in Review

648 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2024, worth a combined $15.7B — up 3.2% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of SSNC and 86 opened new positions — a net loss of 5 holders — while 226 trimmed existing stakes and 243 added.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Citadel Advisors, cutting an estimated $255M.

  • 648 institutional investors held SS&C Technologies (SSNC) as of Q4 2024, down from 662 in Q3 2024.
  • Funds reported $15.7B of SS&C Technologies stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 86 funds opened new SS&C Technologies positions in Q4 2024 and 91 closed out, a net change of -5 holders.
  • The largest SS&C Technologies buyer in Q4 2024 was BlackRock, an estimated $395M added.
  • The largest SS&C Technologies seller in Q4 2024 was Citadel Advisors, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2024.