We are live on ! Find out more
SSNC icon

SS&C Technologies

456 hedge funds and large institutions have $12.1B invested in SS&C Technologies in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 153 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

31% more capital invested

Capital invested by funds: $9.24B → $12.1B (+$2.87B)

6% more funds holding

Funds holding: 432456 (+24)

1.19% more ownership

Funds ownership: 82.42%83.62% (+1.2%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

14% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 178

62% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $81.3M

Holders
456
Holders Change
+24
Holders Change %
+5.56%
% of All Funds
9.35%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.47%
New
74
Increased
153
Reduced
178
Closed
48
Calls
$30.6M
Puts
$81.3M
Net Calls
-$50.8M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$35K -$11.1K -204 -25%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$33K
APA
403
American Portfolios Advisors
New York
$32.6K -$3K -55 -9%
AIM
404
Anchor Investment Management
South Carolina
$31.4K
OCM
405
Ovata Capital Management
Hong Kong
$30K +$29.4K +540 New
QCG
406
Quadrant Capital Group
Ohio
$20K -$115K -2,116 -86%
PCG
407
Private Capital Group
Connecticut
$19K -$3.92K -72 -17%
PA
408
Parallel Advisors
California
$19K -$709 -13 -4%
VEA
409
Virtus ETF Advisers
New York
$19K
CFG
410
CKW Financial Group
Hawaii
$19K +$18K +330 New
PCM
411
Penserra Capital Management
California
$18K +$2.18K +40 +14%
PMFA
412
Plante Moran Financial Advisors
Michigan
$18K +$15.3K +280 +667%
AWMS
413
Advocacy Wealth Management Services
Georgia
$17K +$16.7K +307 New
SFS
414
Sowell Financial Services
Arkansas
$15K -$7.2K -132 -34%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$12K -$2.51K -46 -18%
BCA
416
Berman Capital Advisors
Georgia
$11K +$5.5K +101 +94%
TRCT
417
Tower Research Capital (TRC)
New York
$11K +$9.48K +174 +1,243%
TAIM
418
TD Ameritrade Investment Management
Nebraska
$8K +$5.4K +99 +283%
AWA
419
Arkadios Wealth Advisors
Georgia
$7.25K
HFS
420
Hantz Financial Services
Michigan
$7K
AS
421
Altshuler Shaham
Israel
$6K +$1.58K +29 +41%
PAG
422
Private Advisor Group
New Jersey
$6K +$5.45K +100 New
FRA
423
Front Row Advisors
California
$5K -$763 -14 -13%
TWA
424
TCI Wealth Advisors
Arizona
$5K
ED
425
Exane Derivatives
France
$4.24K -$569K -10,436 -99%

SSNC Hedge Fund Activity: Q2 2020 in Review

456 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q2 2020, worth a combined $12.1B — up 31% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SSNC positions and 48 closed out — a net gain of 26 holders — while 153 added to existing stakes and 178 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $275M. The largest seller was Wellington Management Group, cutting an estimated $128M.

  • 456 institutional investors held SS&C Technologies (SSNC) as of Q2 2020, up from 432 in Q1 2020.
  • Funds reported $12.1B of SS&C Technologies stock for Q2 2020, up 31% quarter-over-quarter.
  • 74 funds opened new SS&C Technologies positions in Q2 2020 and 48 closed out, a net change of +26 holders.
  • The largest SS&C Technologies buyer in Q2 2020 was Boston Partners, an estimated $275M added.
  • The largest SS&C Technologies seller in Q2 2020 was Wellington Management Group, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2020.