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SS&C Technologies
SSNC

Overview Fund Activity

530 hedge funds and large institutions have $11.9B invested in SS&C Technologies in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.48%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
63
Increased
204
Reduced
197
Closed
58
Calls
$34.2M
Puts
$15.4M
Net Calls
+$18.8M
Net Calls Change
+$1.01M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$174M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
3
JCM
Junto Capital Management
New York
+$93.5M
4
Pzena Investment Management
Pzena Investment Management
New York
+$76M
5
Bank of America
Bank of America
North Carolina
+$51.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
2
EC
Eminence Capital
New York
-$67.1M
3
Millennium Management
Millennium Management
New York
-$56.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$49.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
476
IFP Advisors
Florida
$11.1K -$4.38K -80 -28%
BTI
477
Blue Trust Inc
Georgia
$11K -$52 -1 -0.5%
WWP
478
WR Wealth Planners
Missouri
$10.6K +$10.6K +188 New
JWA
479
JFS Wealth Advisors
Pennsylvania
$10.5K -$56 -1 -0.5%
LFG
480
Larson Financial Group
Missouri
$10.4K – – –
AF
481
Advisornet Financial
Minnesota
$10.3K +$395 +7 +4%
LC
482
Lindbrook Capital
California
$10.3K +$452 +8 +5%
GWS
483
Glassman Wealth Services
Virginia
$10.1K -$169 -3 -2%
FRA
484
Front Row Advisors
California
$10K +$1.63K +29 +19%
Jones Financial Companies
485
Jones Financial Companies
Missouri
$9.77K +$9.43K +167 +2,783%
CAL
486
Capital Advisors Ltd
Ohio
$9K – – –
GWM
487
Guardian Wealth Management
Illinois
$8.81K +$8.81K +156 New
CT
488
Colonial Trust
South Carolina
$8.55K -$111 -2 -1%
CFO
489
CVA Family Office
Colorado
$8.47K +$1.13K +20 +15%
HCM
490
Hollencrest Capital Management
California
$8.19K – – –
WBC
491
West Branch Capital
Massachusetts
$7.91K – – –
TWC
492
TD Waterhouse Canada
Ontario, Canada
$7.47K – – –
SFG
493
Steward Financial Group
Texas
$7K +$5.25K +96 +300%
BEI
494
Benjamin Edwards Inc
Missouri
$6K -$4K -70 -40%
NIC
495
Northwest Investment Counselors
Oregon
$5.65K – – –
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.65K – – –
IAIM
497
International Assets Investment Management
Florida
$5.37K +$5.37K +95 New
VWM
498
Venturi Wealth Management
Texas
$4.97K +$4.97K +88 New
PB
499
Pinnacle Bancorp
Nebraska
$4.97K – – –
RTL
500
Red Tortoise LLC
Georgia
$4.91K – – –
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