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SS&C Technologies
SSNC

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: 17 → 22 (+5)

16% more capital invested

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

8% more funds holding

Funds holding: 409 → 443 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$101M
2
EC
Eminence Capital
New York
+$93.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$85.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$79.4M
5
JCM
Junto Capital Management
New York
+$48.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$177M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$85.3M
4
CAM
Congress Asset Management
Massachusetts
-$84.6M
5
VM
Valinor Management
New York
-$56.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
426
Kore Private Wealth
New York
$4K +$3.25K +58 New
CHA
427
Carmichael Hill & Associates
Maryland
$4K +$3.31K +59 New
CTC
428
Central Trust Company
Missouri
$3K -$1.4K -25 -33%
CCM
429
Copeland Capital Management
Pennsylvania
$3K – – –
PMFA
430
Plante Moran Financial Advisors
Michigan
$3K – – –
OPS
431
Orion Portfolio Solutions
Nebraska
$3K +$3.14K +56 New
BHWM
432
Bay Harbor Wealth Management
Maryland
$2K – – –
SFSIG
433
San Francisco Sentry Investment Group
California
$2K – – –
WCM
434
Wealthcare Capital Management
Virginia
$2K +$1.57K +28 New
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.68K +30 New
SF
436
Synovus Financial
Georgia
$2K +$1.96K +35 New
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23K – – –
CFA
438
Carroll Financial Associates
North Carolina
$1K – – –
FCA
439
FinTrust Capital Advisors
South Carolina
$1K – – –
LWCFA
440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
GWS
441
Glassman Wealth Services
Virginia
$1K +$505 +9 New
AA
442
Argent Advisors
Louisiana
$1K +$1.01K +18 New
TPCW
443
TD Private Client Wealth
New York
$307 +$280 +5 New
CAM
444
Congress Asset Management
Massachusetts
– -$84.6M -1,640,411 Closed
VM
445
Valinor Management
New York
– -$56.3M -1,091,535 Closed
Squarepoint
446
Squarepoint
New York
– -$15.1M -292,408 Closed
GCM
447
Glenview Capital Management
New York
– -$13.2M -256,099 Closed
OCM
448
Oribel Capital Management
New York
– -$9.7M -188,100 Closed
WMSA
449
Weiss Multi-Strategy Advisers
New York
– -$10.2M -181,415 Closed
Fisher Asset Management
450
Fisher Asset Management
Washington
– -$7.57M -146,700 Closed
16 17
18
19 20

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.