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SS&C Technologies

487 hedge funds and large institutions have $14.6B invested in SS&C Technologies in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 204 increasing their positions, 165 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $17.1M

24% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 165

8% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 59

0% less funds holding

Funds holding: 488487 (-1)

1.3% less ownership

Funds ownership: 82.47%81.18% (-1.3%)

5% less capital invested

Capital invested by funds: $15.4B → $14.6B (-$825M)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
487
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.55%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.25%
New
64
Increased
204
Reduced
165
Closed
59
Calls
$87.5M
Puts
$17.1M
Net Calls
+$70.4M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
451
West Paces Advisors
Georgia
$7.13K +$6.89K +102 New
CFA
452
Carroll Financial Associates
North Carolina
$7K +$5.34K +79 +304%
CH
453
Canton Hathaway
Rhode Island
$7K +$6.69K +99 New
FHC
454
First Horizon Corporation
Tennessee
$6K -$2.97K -44 -31%
AWA
455
Arkadios Wealth Advisors
Georgia
$6K -$2.63K -39 -30%
PB
456
Pinnacle Bancorp
Nebraska
$6K
TWA
457
TCI Wealth Advisors
Arizona
$6K
VNA
458
Valley National Advisers
Pennsylvania
$6K +$6.21K +92 New
GWS
459
Glassman Wealth Services
Virginia
$5K
ED
460
Exane Derivatives
France
$4.68K +$540 +8 +14%
IA
461
IFP Advisors
Florida
$4K -$34.2K -507 -88%
ACM
462
AUA Capital Management
Pennsylvania
$4K
CHA
463
Carmichael Hill & Associates
Maryland
$4K
CFD
464
Creative Financial Designs
Indiana
$4K
EARNEST Partners
465
EARNEST Partners
Georgia
$4K
WCM
466
Wealthcare Capital Management
Virginia
$4K +$3.78K +56 New
BCWM
467
Bartlett & Co Wealth Management
Ohio
$3K
PMFA
468
Plante Moran Financial Advisors
Michigan
$3K -$18.9K -280 -87%
BC
469
Bartlett & Co
Ohio
$3K
HPC
470
HM Payson & Co
Maine
$3K
LC
471
Lindbrook Capital
California
$3K
FCA
472
FinTrust Capital Advisors
South Carolina
$2K
TFO
473
Tarbox Family Office
California
$2K
HR
474
Howe & Rusling
New York
$2K +$473 +7 +32%
IAIM
475
International Assets Investment Management
Florida
$2K +$540 +8 +100%

SSNC Hedge Fund Activity: Q1 2021 in Review

487 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2021, worth a combined $14.6B — down 5.3% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SSNC positions and 59 closed out — a net gain of 5 holders — while 204 added to existing stakes and 165 trimmed.

The largest buyer was BlackRock, adding an estimated $354M. The largest seller was Wellington Management Group, cutting an estimated $479M.

  • 487 institutional investors held SS&C Technologies (SSNC) as of Q1 2021, down from 488 in Q4 2020.
  • Funds reported $14.6B of SS&C Technologies stock for Q1 2021, down 5.3% quarter-over-quarter.
  • 64 funds opened new SS&C Technologies positions in Q1 2021 and 59 closed out, a net change of +5 holders.
  • The largest SS&C Technologies buyer in Q1 2021 was BlackRock, an estimated $354M added.
  • The largest SS&C Technologies seller in Q1 2021 was Wellington Management Group, an estimated $479M sold.

Based on aggregated 13F filings for Q1 2021.