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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
EARNEST Partners
426
EARNEST Partners
Georgia
$4K
SIAS
427
Shine Investment Advisory Services
Colorado
$4K
KPW
428
Kore Private Wealth
New York
$4K +$164 +3 +4%
GWS
429
Glassman Wealth Services
Virginia
$4K +$2.45K +45 +214%
HNB
430
Huntington National Bank
Ohio
$4K +$4.31K +79 New
EC
431
Estate Counselors
Wisconsin
$3K -$432K -7,920 -99%
CHA
432
Carmichael Hill & Associates
Maryland
$3K
PA
433
Procyon Advisors
Connecticut
$3K +$2.78K +51 New
CFD
434
Creative Financial Designs
Indiana
$3K +$2.83K +52 New
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$2K -$14.6K -267 -90%
CCM
436
Copeland Capital Management
Pennsylvania
$2K
ABC
437
Associated Banc-Corp
Wisconsin
$2K +$1.69K +31 New
LC
438
Lindbrook Capital
California
$2K +$2.02K +37 New
CI
439
CX Institutional
Indiana
$2K +$2.13K +39 New
BL
440
Balentine LLC
Georgia
$2K +$2.34K +43 New
OPS
441
Orion Portfolio Solutions
Nebraska
$1K -$7.2K -132 -87%
MIFH
442
Migdal Insurance & Financial Holdings
Israel
$1K -$2.23K -41 -65%
CFA
443
Carroll Financial Associates
North Carolina
$1K
CTC
444
Central Trust Company
Missouri
$1K
FCA
445
FinTrust Capital Advisors
South Carolina
$1K
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
M
447
MOTCO
Texas
$1K
TFO
448
Tarbox Family Office
California
$1K
TFA
449
Toth Financial Advisory
Virginia
$1K +$545 +10 New
EI
450
Ellevest Inc
New York
$1K +$600 +11 New

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.