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SS&C Technologies

533 hedge funds and large institutions have $11.9B invested in SS&C Technologies in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 204 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $15.4M

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

10% more capital invested

Capital invested by funds: $10.8B → $11.9B (+$1.04B)

8% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 59

3% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 198

0.28% more ownership

Funds ownership: 83.68%83.95% (+0.28%)

0% less funds holding

Funds holding: 535533 (-2)

Holders
533
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
64
Increased
204
Reduced
198
Closed
59
Calls
$34.2M
Puts
$15.4M
Net Calls
+$18.8M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
476
Tucker Asset Management
Colorado
$12.2K
CA
477
Crewe Advisors
Utah
$11.4K -$2.71K -47 -19%
WPA
478
West Paces Advisors
Georgia
$11.3K +$11.5K +200 New
IA
479
IFP Advisors
Florida
$11.1K -$4.61K -80 -28%
BTI
480
Blue Trust Inc
Georgia
$11K -$58 -1 -0.5%
WWP
481
WR Wealth Planners
Missouri
$10.6K +$10.8K +188 New
JWA
482
JFS Wealth Advisors
Pennsylvania
$10.5K -$58 -1 -0.5%
LFG
483
Larson Financial Group
Missouri
$10.4K
AF
484
Advisornet Financial
Minnesota
$10.3K +$404 +7 +4%
LC
485
Lindbrook Capital
California
$10.3K +$461 +8 +5%
GWS
486
Glassman Wealth Services
Virginia
$10.1K -$173 -3 -2%
FRA
487
Front Row Advisors
California
$10K +$1.67K +29 +19%
Jones Financial Companies
488
Jones Financial Companies
Missouri
$9.77K +$9.63K +167 +2,783%
CAL
489
Capital Advisors Ltd
Ohio
$9K
GWMI
490
Guardian Wealth Management (Illinois)
Illinois
$8.81K +$8.99K +156 New
CT
491
Colonial Trust
South Carolina
$8.54K -$115 -2 -1%
CFO
492
CVA Family Office
Colorado
$8.47K +$1.15K +20 +15%
HCM
493
Hollencrest Capital Management
California
$8.19K
WBC
494
West Branch Capital
Massachusetts
$7.91K
TWC
495
TD Waterhouse Canada
Ontario, Canada
$7.46K
SFG
496
Steward Financial Group
Texas
$7K +$5.53K +96 +300%
BEI
497
Benjamin Edwards Inc
Missouri
$6K -$4.04K -70 -40%
BCMLT
498
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.65K
NIC
499
Northwest Investment Counselors
Oregon
$5.65K
IAIM
500
International Assets Investment Management
Florida
$5.37K +$5.48K +95 New

SSNC Hedge Fund Activity: Q1 2023 in Review

533 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2023, worth a combined $11.9B — up 9.6% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SSNC positions and 59 closed out — a net gain of 5 holders — while 204 added to existing stakes and 198 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $178M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 533 institutional investors held SS&C Technologies (SSNC) as of Q1 2023, down from 535 in Q4 2022.
  • Funds reported $11.9B of SS&C Technologies stock for Q1 2023, up 9.6% quarter-over-quarter.
  • 64 funds opened new SS&C Technologies positions in Q1 2023 and 59 closed out, a net change of +5 holders.
  • The largest SS&C Technologies buyer in Q1 2023 was T. Rowe Price Associates, an estimated $178M added.
  • The largest SS&C Technologies seller in Q1 2023 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2023.