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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
VI
426
Vestcor Inc
New Brunswick, Canada
$228K -$2.95K -54 -1%
TCA
427
Transcend Capital Advisors
New Jersey
$220K +$197K +3,602 New
FA
428
FDx Advisors
Illinois
$220K -$36.5K -668 -16%
SSWM
429
Sheets Smith Wealth Management
North Carolina
$220K +$197K +3,600 New
AC
430
Avestar Capital
New York
$217K -$16.8K -308 -8%
SOW
431
State of Wyoming
Wyoming
$217K -$3.5K -64 -2%
CCM
432
Copeland Capital Management
Pennsylvania
$216K -$2.79K -51 -1%
S
433
SignatureFD
Georgia
$212K -$45.6K -835 -19%
PAS
434
Park Avenue Securities
New York
$212K +$190K +3,475 New
PL
435
Perpetual Ltd
Australia
$211K +$188K +3,446 New
GCM
436
Graham Capital Management
Connecticut
$209K +$187K +3,417 New
PVH
437
Psagot Value Holdings
Israel
$208K
AWM
438
Apollon Wealth Management
South Carolina
$204K +$182K +3,332 New
WA
439
Wealth Alliance
New York
$200K +$179K +3,281 New
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$182K +$6.23K +114 +4%
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$180K +$127K +2,326 +377%
OAM
442
Ostrum Asset Management
France
$174K +$656 +12 +0.4%
ASN
443
Advisory Services Network
Georgia
$170K +$152K +2,786 New
LFA
444
LGT Financial Advisors
Texas
$148K +$2.51K +46 +2%
QCG
445
Quadrant Capital Group
Ohio
$138K +$29K +531 +31%
EC
446
EntryPoint Capital
New York
$137K +$122K +2,234 New
TIM
447
Tortoise Investment Management
New York
$122K
FGA
448
Fortis Group Advisors
New Jersey
$122K +$54.6K +1,000 +100%
C
449
Covestor
United Kingdom
$115K +$38.3K +702 +59%
GI
450
GAMMA Investing
California
$113K +$101K +1,845 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.