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SS&C Technologies

563 hedge funds and large institutions have $16B invested in SS&C Technologies in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $8.11M

62% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 45

28% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 186

4% more funds holding

Funds holding: 541563 (+22)

0.37% less ownership

Funds ownership: 83.82%83.45% (-0.37%)

8% less capital invested

Capital invested by funds: $17.4B → $16B (-$1.42B)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
563
Holders Change
+22
Holders Change %
+4.07%
% of All Funds
8.88%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.3%
New
73
Increased
238
Reduced
186
Closed
45
Calls
$14.5M
Puts
$8.11M
Net Calls
+$6.4M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
501
Altshuler Shaham
Israel
$37K -$4.85K -62 -11%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$36K -$938 -12 -2%
BAM
503
Bellevue Asset Management
Washington
$34K -$13.8K -176 -28%
CAM
504
CenterStar Asset Management
Illinois
$34K
BEI
505
Benjamin Edwards Inc
Missouri
$34K +$6.41K +82 +22%
KFP
506
KB Financial Partners
New Jersey
$31K +$3.99K +51 +14%
QCG
507
Quadrant Capital Group
Ohio
$30K -$6.41K -82 -17%
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$30K +$7.5K +96 +32%
AWMS
509
Advocacy Wealth Management Services
Georgia
$30K +$8.29K +106 +36%
PCH
510
Polar Capital Holdings
United Kingdom
$29.8K
NFSG
511
Newbridge Financial Services Group
Florida
$29K -$2.58K -33 -8%
JWA
512
JFS Wealth Advisors
Pennsylvania
$26K +$23.8K +304 +724%
SIC
513
Salem Investment Counselors
North Carolina
$23K
WT
514
Whittier Trust
California
$23K +$5.71K +73 +31%
ACM
515
Aquatic Capital Management
Illinois
$23K +$23.5K +300 New
IA
516
IndexIQ Advisors
New York
$23K +$23.7K +303 New
FHA
517
First Horizon Advisors
Tennessee
$21K -$42.1K -538 -66%
WTA
518
Washington Trust Advisors
Massachusetts
$21K -$9.07K -116 -30%
Macquarie Group
519
Macquarie Group
Australia
$19.7K +$3.02M +38,632 +17%
CWC
520
Carolinas Wealth Consulting
North Carolina
$19K +$3.44K +44 +22%
SPIA
521
Steward Partners Investment Advisory
New York
$18K -$5K -64 -21%
GRP
522
Global Retirement Partners
California
$18K +$22.3K +285 New
PCG
523
Private Capital Group
Connecticut
$17K -$625 -8 -3%
TAM
524
Tucker Asset Management
Colorado
$16.2K +$16.9K +216 New
AF
525
Allworth Financial
California
$14K -$1.64K -21 -10%