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SS&C Technologies

648 hedge funds and large institutions have $15.7B invested in SS&C Technologies in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 243 increasing their positions, 226 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,183% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $4.77M

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

8% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 226

3% more capital invested

Capital invested by funds: $15.2B → $15.7B (+$490M)

0.13% more ownership

Funds ownership: 83.45%83.58% (+0.13%)

5% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 91

2% less funds holding

Funds holding: 662648 (-14)

Holders
648
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
8.54%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
86
Increased
243
Reduced
226
Closed
91
Calls
$61.2M
Puts
$4.77M
Net Calls
+$56.5M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
451
New World Advisors
Massachusetts
$296K -$56.1K -750 -16%
CPIG
452
Chicago Partners Investment Group
Illinois
$290K +$286K +3,819 New
TCA
453
Transcend Capital Advisors
New Jersey
$290K +$33.7K +451 +13%
MIM
454
MetLife Investment Management
New Jersey
$286K +$748 +10 +0.3%
VI
455
Vestcor Inc
New Brunswick, Canada
$279K -$599 -8 -0.2%
MFAM
456
Motley Fool Asset Management
Virginia
$276K +$21.1K +282 +8%
MIA
457
MeadowBrook Investment Advisors
Michigan
$274K
SSWM
458
Sheets Smith Wealth Management
North Carolina
$273K
CCM
459
Copeland Capital Management
Pennsylvania
$270K +$449 +6 +0.2%
CB
460
Commerce Bank
Missouri
$270K +$6.43K +86 +2%
AC
461
ASB Consultores
Florida
$269K -$101K -1,350 -28%
LSAG
462
Lake Street Advisors Group
New Hampshire
$267K -$5.83K -78 -2%
AC
463
AlphaCore Capital
California
$267K -$13.1K -175 -5%
GM
464
GeoWealth Management
Illinois
$266K +$239K +3,189 +997%
ASN
465
Advisory Services Network
Georgia
$260K -$11.2K -150 -4%
SFA
466
Sequoia Financial Advisors
Ohio
$258K -$38M -508,230 -99%
II
467
Inspire Investing
Idaho
$258K -$32.8K -438 -11%
CM
468
Castleark Management
Illinois
$258K -$450K -6,010 -64%
GPWM
469
Grant Private Wealth Management
California
$252K +$249K +3,326 New
WA
470
Wealth Alliance
New York
$250K +$7.93K +106 +3%
CAM
471
Claret Asset Management
Quebec, Canada
$247K +$1.65K +22 +0.7%
FIA
472
Foundations Investment Advisors
Arizona
$246K +$12.8K +171 +6%
CIA
473
Concurrent Investment Advisors
Florida
$244K +$18.3K +245 +8%
KCP
474
Kera Capital Partners
California
$242K +$239K +3,198 New
Wellington Management Group
475
Wellington Management Group
Massachusetts
$242K +$12K +161 +5%

SSNC Hedge Fund Activity: Q4 2024 in Review

648 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2024, worth a combined $15.7B — up 3.2% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of SSNC and 86 opened new positions — a net loss of 5 holders — while 226 trimmed existing stakes and 243 added.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Citadel Advisors, cutting an estimated $255M.

  • 648 institutional investors held SS&C Technologies (SSNC) as of Q4 2024, down from 662 in Q3 2024.
  • Funds reported $15.7B of SS&C Technologies stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 86 funds opened new SS&C Technologies positions in Q4 2024 and 91 closed out, a net change of -5 holders.
  • The largest SS&C Technologies buyer in Q4 2024 was BlackRock, an estimated $395M added.
  • The largest SS&C Technologies seller in Q4 2024 was Citadel Advisors, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2024.