We are live on ! Find out more
SSNC icon

SS&C Technologies

560 hedge funds and large institutions have $12.6B invested in SS&C Technologies in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 189 increasing their positions, 220 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $17.7M

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

16% more capital invested

Capital invested by funds: $10.9B → $12.6B (+$1.73B)

6% more funds holding

Funds holding: 530560 (+30)

0.06% less ownership

Funds ownership: 83.53%83.47% (-0.06%)

14% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 220

Holders
560
Holders Change
+30
Holders Change %
+5.66%
% of All Funds
8.16%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
189
Reduced
220
Closed
56
Calls
$48.1M
Puts
$17.7M
Net Calls
+$30.4M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
476
Nisa Investment Advisors
Missouri
$25.7K -$16.4K -300 -42%
Group One Trading
477
Group One Trading
Illinois
$24.4K +$21.9K +400 New
NFSG
478
Newbridge Financial Services Group
Florida
$23.4K
BEI
479
Benjamin Edwards Inc
Missouri
$21K +$1.69K +31 +10%
SWM
480
Spire Wealth Management
Virginia
$20.5K +$2.13K +39 +13%
SPIA
481
Steward Partners Investment Advisory
New York
$20.1K +$55 +1 +0.3%
RIL
482
Rothschild Investment LLC
Illinois
$19.7K -$1.33M -24,290 -99%
LC
483
Lindbrook Capital
California
$19.7K +$7.7K +141 +77%
BWM
484
BKM Wealth Management
Wisconsin
$19.7K +$17.6K +323 New
SIC
485
Salem Investment Counselors
North Carolina
$18.9K
BHWM
486
Beaird Harris Wealth Management
Texas
$18.2K +$16.3K +298 New
MSWM
487
McGlone Suttner Wealth Management
Wisconsin
$15.5K +$13.9K +254 New
Allspring Global Investments
488
Allspring Global Investments
North Carolina
$15.3K -$160K -2,937 -92%
JWA
489
JFS Wealth Advisors
Pennsylvania
$14.5K +$3.99K +73 +45%
DCP
490
Distillate Capital Partners
Illinois
$14.1K
QC
491
Quent Capital
New York
$13.7K +$3.88K +71 +46%
HNB
492
Huntington National Bank
Ohio
$13.6K -$13.9K -255 -53%
TAM
493
Tucker Asset Management
Colorado
$13.2K
CCA
494
Criterion Capital Advisors
Tennessee
$12.2K +$10.9K +200 New
CWC
495
Carolinas Wealth Consulting
North Carolina
$11.6K
LFG
496
Larson Financial Group
Missouri
$11.3K +$55 +1 +0.5%
GWS
497
Glassman Wealth Services
Virginia
$10.8K -$109 -2 -1%
CT
498
Colonial Trust
South Carolina
$10.7K +$1.09K +20 +13%
CAL
499
Capital Advisors Ltd
Ohio
$10K
RIM
500
Rakuten Investment Management
Japan
$9.81K +$8.74K +160 New

SSNC Hedge Fund Activity: Q4 2023 in Review

560 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2023, worth a combined $12.6B — up 16% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SSNC positions and 56 closed out — a net gain of 36 holders — while 189 added to existing stakes and 220 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $152M. The largest seller was Boston Partners, cutting an estimated $281M.

  • 560 institutional investors held SS&C Technologies (SSNC) as of Q4 2023, up from 530 in Q3 2023.
  • Funds reported $12.6B of SS&C Technologies stock for Q4 2023, up 16% quarter-over-quarter.
  • 92 funds opened new SS&C Technologies positions in Q4 2023 and 56 closed out, a net change of +36 holders.
  • The largest SS&C Technologies buyer in Q4 2023 was Citadel Advisors, an estimated $152M added.
  • The largest SS&C Technologies seller in Q4 2023 was Boston Partners, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2023.