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SS&C Technologies

505 hedge funds and large institutions have $14.5B invested in SS&C Technologies in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 179 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

688% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $9.44M

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

5% more funds holding

Funds holding: 483505 (+22)

9% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 179

0.54% less ownership

Funds ownership: 82.58%82.04% (-0.54%)

5% less capital invested

Capital invested by funds: $15.2B → $14.5B (-$685M)

Holders
505
Holders Change
+22
Holders Change %
+4.55%
% of All Funds
8.84%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
54
Increased
196
Reduced
179
Closed
26
Calls
$74.4M
Puts
$9.44M
Net Calls
+$65M
Net Calls Change
+$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
451
Benjamin Edwards Inc
Missouri
$23K +$24.6K +332 New
SIC
452
Salem Investment Counselors
North Carolina
$22K -$16.7K -225 -42%
SPIA
453
Steward Partners Investment Advisory
New York
$21K -$2.67K -36 -10%
FAM
454
Fred Alger Management
New York
$21K
AWMS
455
Advocacy Wealth Management Services
Georgia
$20K +$6.67K +90 +45%
BCA
456
Berman Capital Advisors
Georgia
$19K +$2.67K +36 +15%
PCG
457
Private Capital Group
Connecticut
$16K -$1.33K -18 -7%
WT
458
Whittier Trust
California
$16K +$1.78K +24 +11%
NFG
459
Next Financial Group
Texas
$15K
NIM
460
NuWave Investment Management
New Jersey
$14K -$147K -1,977 -91%
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$14K
VNA
462
Valley National Advisers
Pennsylvania
$12K +$148 +2 +1%
CFA
463
Carroll Financial Associates
North Carolina
$11K
WTC
464
WhitTier Trust Company
Nevada
$11K
GRP
465
Global Retirement Partners
California
$11K +$11.4K +154 New
HI
466
Harbour Investments
Wisconsin
$10K -$5.41K -73 -34%
WBC
467
West Branch Capital
Massachusetts
$10K
AssetMark Inc
468
AssetMark Inc
California
$10K +$10.4K +140 New
FRA
469
Front Row Advisors
California
$9K
TAIM
470
TD Ameritrade Investment Management
Nebraska
$8K +$1.11K +15 +13%
IA
471
IFP Advisors
Florida
$8K +$3.71K +50 +70%
CPC
472
Consolidated Planning Corp
Georgia
$7K +$7.34K +99 New
AWA
473
Arkadios Wealth Advisors
Georgia
$6K
PB
474
Pinnacle Bancorp
Nebraska
$6K
TWA
475
TCI Wealth Advisors
Arizona
$6K

SSNC Hedge Fund Activity: Q3 2021 in Review

505 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q3 2021, worth a combined $14.5B — down 4.5% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SSNC positions and 26 closed out — a net gain of 28 holders — while 196 added to existing stakes and 179 trimmed.

The largest buyer was Select Equity Group, adding an estimated $148M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 505 institutional investors held SS&C Technologies (SSNC) as of Q3 2021, up from 483 in Q2 2021.
  • Funds reported $14.5B of SS&C Technologies stock for Q3 2021, down 4.5% quarter-over-quarter.
  • 54 funds opened new SS&C Technologies positions in Q3 2021 and 26 closed out, a net change of +28 holders.
  • The largest SS&C Technologies buyer in Q3 2021 was Select Equity Group, an estimated $148M added.
  • The largest SS&C Technologies seller in Q3 2021 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2021.