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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 %
PFBT
501
Parkside Financial Bank & Trust
Missouri
$4.58K – – –
BIA
502
Bell Investment Advisors
California
$4.01K +$508 +9 +15%
EARNEST Partners
503
EARNEST Partners
Georgia
$3.56K – – –
SC
504
Schubert & Co
Texas
$3.45K +$1.36K +24 +65%
SWM
505
Spire Wealth Management
Virginia
$3.22K +$3.22K +57 New
CMP
506
Coston McIsaac & Partners
Maine
$3K – – –
TWA
507
TCI Wealth Advisors
Arizona
$2.94K +$113 +2 +4%
TFM
508
TFC Financial Management
Massachusetts
$2.82K +$2.82K +50 New
CHA
509
Carmichael Hill & Associates
Maryland
$2.77K – – –
BWL
510
Bogart Wealth LLC
Virginia
$2.65K +$1.75K +31 +194%
BCWM
511
Bartlett & Co Wealth Management
Ohio
$2.43K – – –
BAAM
512
Baker Avenue Asset Management
California
$2.32K +$508 +9 +28%
TSW
513
Thompson Siegel & Walmsley
Virginia
$2K -$2.55K -37 -56%
BC
514
Bartlett & Co
Ohio
$2K – – –
MCM
515
Manchester Capital Management
Vermont
$1.98K -$56 -1 -3%
SIC
516
SJS Investment Consulting
Ohio
$1.98K +$508 +9 +35%
DI
517
Disciplined Investments
Oklahoma
$1.81K +$621 +11 +52%
FCA
518
FinTrust Capital Advisors
South Carolina
$1.25K – – –
PTC
519
Private Trust Company
Ohio
$1.24K -$1.07K -19 -46%
MHR
520
Matthew Hamilton Rosenberg
$1.19K – – –
Lazard Asset Management
521
Lazard Asset Management
New York
$1K +$500 +9 +100%
AW
522
Avion Wealth
Texas
$1K +$1K +24 New
FFC
523
First Financial Corp
Indiana
$959 – – –
NSG
524
Nalls Sherbakoff Group
Tennessee
$777 +$777 +14 New
QC
525
Quent Capital
New York
$636 – – –
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