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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
CAL
401
Capital Analysts LLC
Pennsylvania
$16K +$14.5K +260 New
ESB
402
Essex Savings Bank
Connecticut
$15K
SIAS
403
Shine Investment Advisory Services
Colorado
$14K
IC
404
Inscription Capital
Texas
$13K
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$12K -$19.9K -358 -66%
PA
406
Parallel Advisors
California
$12K
CI
407
CX Institutional
Indiana
$10K +$8.34K +150 New
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$9K +$7.56K +136 New
QCG
409
Quadrant Capital Group
Ohio
$8K
KPW
410
Kore Private Wealth
New York
$7K
FNC
411
First National Corp
Massachusetts
$7K +$6.4K +115 New
FRA
412
Front Row Advisors
California
$6K +$1.33K +24 +31%
LWA
413
Lenox Wealth Advisors
New York
$6K +$5.17K +93 New
GRP
414
Global Retirement Partners
California
$6K +$5.56K +100 New
CTC
415
Central Trust Company
Missouri
$5K -$1.28K -23 -23%
GWM
416
Geneos Wealth Management
Colorado
$5K
EARNEST Partners
417
EARNEST Partners
Georgia
$4K
IA
418
IFP Advisors
Florida
$3K -$14.5K -261 -84%
CIAS
419
Capital Investment Advisory Services
North Carolina
$3K
PMFA
420
Plante Moran Financial Advisors
Michigan
$3K
BHWM
421
Bay Harbor Wealth Management
Maryland
$3K +$2.23K +40 New
Canada Pension Plan Investment Board
422
Canada Pension Plan Investment Board
Ontario, Canada
$3K +$2.39K +43 New
SFSIG
423
San Francisco Sentry Investment Group
California
$2K
BCA
424
Berman Capital Advisors
Georgia
$2K +$2.5K +45 New
GT
425
Glenmede Trust
Pennsylvania
$1.14K +$35.6K +641 +4%

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.