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SS&C Technologies

560 hedge funds and large institutions have $12.6B invested in SS&C Technologies in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 189 increasing their positions, 220 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $17.7M

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

16% more capital invested

Capital invested by funds: $10.9B → $12.6B (+$1.73B)

6% more funds holding

Funds holding: 530560 (+30)

0.06% less ownership

Funds ownership: 83.53%83.47% (-0.06%)

14% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 220

Holders
560
Holders Change
+30
Holders Change %
+5.66%
% of All Funds
8.16%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
189
Reduced
220
Closed
56
Calls
$48.1M
Puts
$17.7M
Net Calls
+$30.4M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
401
MeadowBrook Investment Advisors
Michigan
$291K +$260K +4,760 New
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$284K +$163K +2,975 +178%
A
403
AJOVista
Massachusetts
$280K +$250K +4,574 New
EWM
404
Evercore Wealth Management
New York
$274K -$158K -2,890 -39%
Wealthfront Advisers
405
Wealthfront Advisers
California
$272K -$846K -15,494 -78%
BHCM
406
Brevan Howard Capital Management
Jersey
$272K +$243K +4,456 New
WCA
407
Waratah Capital Advisors
Ontario, Canada
$270K +$241K +4,412 New
NC
408
NinePointTwo Capital
California
$269K
TSS
409
Two Sigma Securities
New York
$268K -$66.9K -1,225 -22%
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$267K -$2.24K -41 -0.9%
VNA
411
Valley National Advisers
Pennsylvania
$266K -$11.3K -207 -5%
YCM
412
Yousif Capital Management
Michigan
$261K +$819 +15 +0.4%
QWP
413
Quotient Wealth Partners
Texas
$260K +$232K +4,255 New
MIM
414
MetLife Investment Management
New Jersey
$258K -$4.42K -81 -2%
WBC
415
Westpac Banking Corp
Australia
$256K +$146K +2,677 +178%
FM
416
Foster & Motley
Ohio
$252K +$226K +4,129 New
BFG
417
Bleakley Financial Group
New Jersey
$247K -$11.4K -209 -5%
SS
418
Simplicity Solutions
Minnesota
$247K -$11.4K -209 -5%
PI
419
Putnam Investments
Massachusetts
$247K +$220K +4,034 New
NYLIM
420
New York Life Investment Management
New York
$246K +$220K +4,030 New
MFAM
421
Motley Fool Asset Management
Virginia
$245K -$25.3K -463 -10%
MIM
422
Meixler Investment Management
Arizona
$243K -$59.3K -1,085 -21%
Wealth Enhancement Advisory Services
423
Wealth Enhancement Advisory Services
Minnesota
$235K -$57.1K -1,046 -21%
Capstone Investment Advisors
424
Capstone Investment Advisors
New York
$233K +$208K +3,806 New
Brown Advisory
425
Brown Advisory
Maryland
$231K +$206K +3,780 New

SSNC Hedge Fund Activity: Q4 2023 in Review

560 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2023, worth a combined $12.6B — up 16% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SSNC positions and 56 closed out — a net gain of 36 holders — while 189 added to existing stakes and 220 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $152M. The largest seller was Boston Partners, cutting an estimated $281M.

  • 560 institutional investors held SS&C Technologies (SSNC) as of Q4 2023, up from 530 in Q3 2023.
  • Funds reported $12.6B of SS&C Technologies stock for Q4 2023, up 16% quarter-over-quarter.
  • 92 funds opened new SS&C Technologies positions in Q4 2023 and 56 closed out, a net change of +36 holders.
  • The largest SS&C Technologies buyer in Q4 2023 was Citadel Advisors, an estimated $152M added.
  • The largest SS&C Technologies seller in Q4 2023 was Boston Partners, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2023.