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SS&C Technologies

541 hedge funds and large institutions have $17.4B invested in SS&C Technologies in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

88% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $18.9M

53% more funds holding in top 10

Funds holding in top 10: 1523 (+8)

21% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 176

20% more capital invested

Capital invested by funds: $14.5B → $17.4B (+$2.92B)

7% more funds holding

Funds holding: 505541 (+36)

1.78% more ownership

Funds ownership: 82.04%83.82% (+1.8%)

Holders
541
Holders Change
+36
Holders Change %
+7.13%
% of All Funds
8.33%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.35%
New
91
Increased
213
Reduced
176
Closed
48
Calls
$35.5M
Puts
$18.9M
Net Calls
+$16.6M
Net Calls Change
-$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
476
Altshuler Shaham
Israel
$45K +$3.54K +46 +9%
BAM
477
Barrett Asset Management
New York
$45K +$3.85K +50 +10%
QCG
478
Quadrant Capital Group
Ohio
$40K +$10.6K +138 +40%
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$40K +$37.9K +492 New
MAM
480
Mystic Asset Management
Rhode Island
$40K +$38.5K +500 New
C
481
Covestor
United Kingdom
$35K +$32.4K +421 New
NFSG
482
Newbridge Financial Services Group
Florida
$34K +$32K +416 New
RCM
483
Raleigh Capital Management
North Carolina
$33K +$30.8K +400 New
PCH
484
Polar Capital Holdings
United Kingdom
$32.6K +$3.24M +42,110 +12%
WTA
485
Washington Trust Advisors
Massachusetts
$32K +$30.1K +391 New
BEI
486
Benjamin Edwards Inc
Missouri
$31K +$3.31K +43 +13%
KFP
487
KB Financial Partners
New Jersey
$30K +$28.1K +365 New
SFO
488
Standard Family Office
South Dakota
$30K +$28.6K +372 New
CMF
489
Counterpoint Mutual Funds
California
$28K +$26.5K +344 New
Fifth Third Bancorp
490
Fifth Third Bancorp
Ohio
$25K -$10.4K -135 -31%
SIC
491
Salem Investment Counselors
North Carolina
$25K
SPIA
492
Steward Partners Investment Advisory
New York
$25K
AWMS
493
Advocacy Wealth Management Services
Georgia
$24K
NFG
494
Next Financial Group
Texas
$20K +$2.23K +29 +13%
PCG
495
Private Capital Group
Connecticut
$19K
WT
496
Whittier Trust
California
$19K
CWC
497
Carolinas Wealth Consulting
North Carolina
$17K +$15.7K +204 New
AF
498
Allworth Financial
California
$16K +$15.3K +199 +9,950%
CFA
499
Carroll Financial Associates
North Carolina
$14K
GWS
500
Glassman Wealth Services
Virginia
$14K +$6.93K +90 +114%

SSNC Hedge Fund Activity: Q4 2021 in Review

541 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2021, worth a combined $17.4B — up 20% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SSNC positions and 48 closed out — a net gain of 43 holders — while 213 added to existing stakes and 176 trimmed.

The largest buyer was Select Equity Group, adding an estimated $313M. The largest seller was JP Morgan Chase, cutting an estimated $411M.

  • 541 institutional investors held SS&C Technologies (SSNC) as of Q4 2021, up from 505 in Q3 2021.
  • Funds reported $17.4B of SS&C Technologies stock for Q4 2021, up 20% quarter-over-quarter.
  • 91 funds opened new SS&C Technologies positions in Q4 2021 and 48 closed out, a net change of +43 holders.
  • The largest SS&C Technologies buyer in Q4 2021 was Select Equity Group, an estimated $313M added.
  • The largest SS&C Technologies seller in Q4 2021 was JP Morgan Chase, an estimated $411M sold.

Based on aggregated 13F filings for Q4 2021.