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SS&C Technologies

558 hedge funds and large institutions have $12.5B invested in SS&C Technologies in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $9.73M

19% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 198

1.05% more ownership

Funds ownership: 83.45%84.5% (+1%)

6% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 65

1% less funds holding

Funds holding: 563558 (-5)

22% less capital invested

Capital invested by funds: $16B → $12.5B (-$3.52B)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
9.4%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
69
Increased
235
Reduced
198
Closed
65
Calls
$18.3M
Puts
$9.73M
Net Calls
+$8.57M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Caldwell Trust
Florida
$65.7K
NICM
477
Neo Ivy Capital Management
New York
$54K -$270K -4,195 -82%
EWA
478
EverSource Wealth Advisors
Alabama
$51K +$18K +280 +47%
FHA
479
First Horizon Advisors
Tennessee
$48K +$36.3K +564 +202%
IA
480
IFP Advisors
Florida
$46K
VVP
481
Venture Visionary Partners
Ohio
$43.6K +$48.2K +750 New
FA
482
Financial Avengers
California
$41K +$193 +3 +0.4%
T
483
TOBAM
France
$40K +$44.1K +686 New
Northwestern Mutual Wealth Management
484
Northwestern Mutual Wealth Management
Wisconsin
$37K -$800K -12,449 -95%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$32K -$323K -5,028 -90%
SOW
486
State of Wyoming
Wyoming
$32K -$87.7K -1,364 -71%
BEI
487
Benjamin Edwards Inc
Missouri
$32K +$5.66K +88 +19%
AWMS
488
Advocacy Wealth Management Services
Georgia
$32K +$9.52K +148 +37%
C
489
Covestor
United Kingdom
$29K -$514 -8 -2%
AIL
490
AGF Investments LLC
Ontario, Canada
$28K -$70.5K -1,096 -70%
AS
491
Altshuler Shaham
Israel
$27K -$1.93K -30 -6%
BAM
492
Bellevue Asset Management
Washington
$26K +$64 +1 +0.2%
DFCM
493
Dark Forest Capital Management
Puerto Rico
$26K +$28.4K +442 New
QCG
494
Quadrant Capital Group
Ohio
$24K +$643 +10 +2%
WTA
495
Washington Trust Advisors
Massachusetts
$24K +$8.55K +133 +48%
RTC
496
Riverview Trust Company
Washington
$24K +$26.2K +408 New
PCH
497
Polar Capital Holdings
United Kingdom
$23.1K
KFP
498
KB Financial Partners
New Jersey
$23K -$836 -13 -3%
NFSG
499
Newbridge Financial Services Group
Florida
$22K
CA
500
Crewe Advisors
Utah
$20K +$22.4K +348 New

SSNC Hedge Fund Activity: Q2 2022 in Review

558 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q2 2022, worth a combined $12.5B — down 22% from $16B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SSNC positions and 65 closed out — a net gain of 4 holders — while 235 added to existing stakes and 198 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $261M. The largest seller was Select Equity Group, cutting an estimated $270M.

  • 558 institutional investors held SS&C Technologies (SSNC) as of Q2 2022, down from 563 in Q1 2022.
  • Funds reported $12.5B of SS&C Technologies stock for Q2 2022, down 22% quarter-over-quarter.
  • 69 funds opened new SS&C Technologies positions in Q2 2022 and 65 closed out, a net change of +4 holders.
  • The largest SS&C Technologies buyer in Q2 2022 was Pzena Investment Management, an estimated $261M added.
  • The largest SS&C Technologies seller in Q2 2022 was Select Equity Group, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2022.