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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
GWS
476
Glassman Wealth Services
Virginia
$5K +$593 +8 +11%
ACM
477
AUA Capital Management
Pennsylvania
$4K
CFD
478
Creative Financial Designs
Indiana
$4K
EARNEST Partners
479
EARNEST Partners
Georgia
$4K
BWM
480
Baystate Wealth Management
Massachusetts
$4K +$4.15K +56 New
RTL
481
Red Tortoise LLC
Georgia
$4K +$6.45K +87 New
Federated Hermes
482
Federated Hermes
Pennsylvania
$3K -$5.22M -70,396 -100%
BC
483
Bartlett & Co
Ohio
$3K
CHA
484
Carmichael Hill & Associates
Maryland
$3K
HPC
485
HM Payson & Co
Maine
$3K
LC
486
Lindbrook Capital
California
$3K
PMFA
487
Plante Moran Financial Advisors
Michigan
$3K
BCWM
488
Bartlett & Co Wealth Management
Ohio
$2.98K
MG
489
MilWealth Group
Wisconsin
$2.78K +$2.96K +40 New
ED
490
Exane Derivatives
France
$2.22K
BMD
491
Better Money Decisions
New Mexico
$2K
FCA
492
FinTrust Capital Advisors
South Carolina
$2K
HR
493
Howe & Rusling
New York
$2K
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
TFO
495
Tarbox Family Office
California
$2K
BIA
496
Bell Investment Advisors
California
$2K +$2.52K +34 New
SIM
497
Sonora Investment Management
Arizona
$2K +$2.52K +34 New
SIS
498
Sound Income Strategies
Florida
$1K
PFBT
499
Parkside Financial Bank & Trust
Missouri
$1K +$297 +4 +100%
Walleye Capital
500
Walleye Capital
New York
$252 +$269K +3,631 New

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.