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SS&C Technologies

573 hedge funds and large institutions have $13.2B invested in SS&C Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $21.7M

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

23% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 194

2% more funds holding

Funds holding: 560573 (+13)

4% more capital invested

Capital invested by funds: $12.6B → $13.2B (+$537M)

0.67% less ownership

Funds ownership: 83.47%82.79% (-0.67%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
573
Holders Change
+13
Holders Change %
+2.32%
% of All Funds
8.25%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
68
Increased
238
Reduced
194
Closed
48
Calls
$37.4M
Puts
$21.7M
Net Calls
+$15.7M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
426
MQS Management
New York
$251K +$243K +3,906 New
Wealth Enhancement Advisory Services
427
Wealth Enhancement Advisory Services
Minnesota
$249K +$1.93K +31 +0.8%
MFAM
428
Motley Fool Asset Management
Virginia
$248K -$10.3K -166 -4%
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$247K -$29.3K -472 -11%
IIM
430
INTECH Investment Management
Florida
$244K -$121K -1,956 -34%
LSAG
431
Lake Street Advisors Group
New Hampshire
$242K +$233K +3,753 New
MCM
432
Mengis Capital Management
Oregon
$241K +$232K +3,739 New
EC
433
EntryPoint Capital
New York
$239K +$92.1K +1,483 +66%
VI
434
Vestcor Inc
New Brunswick, Canada
$238K -$2.17K -35 -0.9%
TCA
435
Transcend Capital Advisors
New Jersey
$236K +$4.29K +69 +2%
CC
436
Cipher Capital
New York
$236K +$228K +3,670 New
S
437
SignatureFD
Georgia
$234K +$9.56K +154 +4%
MIA
438
MeadowBrook Investment Advisors
Michigan
$232K -$71.4K -1,150 -24%
GT
439
Glenmede Trust
Pennsylvania
$232K -$196K -3,158 -47%
CSS
440
Cubist Systematic Strategies
Connecticut
$232K +$137K +2,210 +159%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$232K
IMCOOI
442
Investment Management Corp of Ontario (IMCO)
Canada
$230K -$99.4K -1,600 -31%
CCM
443
Copeland Capital Management
Pennsylvania
$229K +$1.55K +25 +0.7%
ONB
444
Old National Bancorp
Indiana
$220K -$150K -2,408 -41%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$218K +$25.6K +413 +14%
AC
446
Avestar Capital
New York
$215K -$13.6K -219 -6%
EF
447
Empowered Funds
Pennsylvania
$212K +$204K +3,293 New
WA
448
Wealth Alliance
New York
$210K -$1.43K -23 -0.7%
UM
449
UniSuper Management
Australia
$206K +$99.4K +1,600 +100%
HSA
450
HBK Sorce Advisory
Pennsylvania
$202K +$195K +3,136 New

SSNC Hedge Fund Activity: Q1 2024 in Review

573 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2024, worth a combined $13.2B — up 4.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SSNC positions and 48 closed out — a net gain of 20 holders — while 238 added to existing stakes and 194 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $72.4M. The largest seller was Boston Partners, cutting an estimated $132M.

  • 573 institutional investors held SS&C Technologies (SSNC) as of Q1 2024, up from 560 in Q4 2023.
  • Funds reported $13.2B of SS&C Technologies stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 68 funds opened new SS&C Technologies positions in Q1 2024 and 48 closed out, a net change of +20 holders.
  • The largest SS&C Technologies buyer in Q1 2024 was Durable Capital Partners, an estimated $72.4M added.
  • The largest SS&C Technologies seller in Q1 2024 was Boston Partners, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2024.