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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
SPIA
501
Steward Partners Investment Advisory
New York
$19K +$5.14K +80 +33%
JWA
502
JFS Wealth Advisors
Pennsylvania
$18K -$2.51K -39 -11%
SIC
503
Salem Investment Counselors
North Carolina
$18K
GRP
504
Global Retirement Partners
California
$17K +$64 +1 +0.4%
AF
505
Allworth Financial
California
$17K +$7.59K +118 +66%
CWC
506
Carolinas Wealth Consulting
North Carolina
$14K
Jones Financial Companies
507
Jones Financial Companies
Missouri
$14K +$15.2K +237 New
PCG
508
Private Capital Group
Connecticut
$13K
DWP
509
Destiny Wealth Partners
Florida
$13K +$14.9K +231 New
TAM
510
Tucker Asset Management
Colorado
$12.5K
BFEC
511
Benjamin F. Edwards & Company
Missouri
$11K -$50.5K -785 -80%
LFG
512
Larson Financial Group
Missouri
$11K +$11.8K +184 New
WT
513
Whittier Trust
California
$10K -$8.81K -137 -45%
PFS
514
Prospera Financial Services
Texas
$9K -$28.4K -441 -75%
FRA
515
Front Row Advisors
California
$9K -$64 -1 -0.6%
PB
516
Pinnacle Bancorp
Nebraska
$8K
WBC
517
West Branch Capital
Massachusetts
$8K
CBT
518
Central Bank & Trust
Kentucky
$8K +$8.74K +136 New
HIM
519
Hillsdale Investment Management
Ontario, Canada
$7K -$469K -7,300 -98%
GWMI
520
Guardian Wealth Management (Illinois)
Illinois
$7K +$64 +1 +0.8%
Bank of Montreal
521
Bank of Montreal
Ontario, Canada
$6.95K +$1.91M +29,781 +35%
NIC
522
Northwest Investment Counselors
Oregon
$6K
HI
523
Harbour Investments
Wisconsin
$6K +$6.11K +95 New
EI
524
Ellevest Inc
New York
$6K +$6.82K +106 New
GWS
525
Glassman Wealth Services
Virginia
$5K -$6.3K -98 -51%

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.