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SS&C Technologies

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: 1722 (+5)

16% more capital invested

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

8% more funds holding

Funds holding: 409443 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
401
Virtus ETF Advisers
New York
$15K +$13.8K +247 New
LF
402
Lee Financial
Texas
$14K -$1.96K -35 -13%
JCM
403
Jacobi Capital Management
Pennsylvania
$14K +$1.4K +25 +13%
FWM
404
FSA Wealth Management
Massachusetts
$13K +$11.8K +210 New
TPWA
405
TRUE Private Wealth Advisors
Oregon
$12K +$11.2K +200 New
AWA
406
Arkadios Wealth Advisors
Georgia
$11K +$9.36K +167 New
VCM
407
Versant Capital Management
Arizona
$10K -$4.32K -77 -31%
SIAS
408
Shine Investment Advisory Services
Colorado
$10K -$3.08K -55 -25%
HI
409
Hudock Inc
Pennsylvania
$9K
FRA
410
Front Row Advisors
California
$7K -$1.18K -21 -16%
AF
411
Advisornet Financial
Minnesota
$7K
MSFP
412
Mark Sheptoff Financial Planning
Connecticut
$7K
TI
413
tru Independence
Oregon
$7K +$22.4K +400 New
WEC
414
Winslow Evans & Crocker
Massachusetts
$6K
AIL
415
AGF Investments LLC
Ontario, Canada
$6K +$5.1K +91 New
ACM
416
Allred Capital Management
Texas
$5.89K +$5.38K +96 New
ED
417
Exane Derivatives
France
$5.79K -$8.92K -159 -63%
IA
418
IFP Advisors
Florida
$5K +$2.13K +38 +76%
IA
419
IndexIQ Advisors
New York
$5K +$4.21K +75 New
CI
420
Cordant Inc
Oregon
$5K +$4.43K +79 New
JSC
421
Jackson Square Capital
California
$5K +$4.43K +79 New
BCA
422
Berman Capital Advisors
Georgia
$4K
EARNEST Partners
423
EARNEST Partners
Georgia
$4K
LC
424
Lindbrook Capital
California
$4K
CA
425
Crewe Advisors
Utah
$4K +$3.25K +58 New

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.