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SS&C Technologies

526 hedge funds and large institutions have $12.6B invested in SS&C Technologies in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 215 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
8.3%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
56
Increased
187
Reduced
215
Closed
58
Calls
$54.9M
Puts
$5.93M
Net Calls
+$49M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
501
Disciplined Investments
Oklahoma
$2K +$61 +1 +3%
AW
502
Avion Wealth
Texas
$2K +$857 +18 +75%
BAAM
503
Baker Avenue Asset Management
California
$1.94K -$545 -9 -22%
FCAG
504
First Capital Advisors Group
New Jersey
$1.82K +$1.82K +30 New
VCM
505
Versant Capital Management
Arizona
$1.45K +$1.45K +24 New
GJIA
506
Glass Jacobson Investment Advisors
Maryland
$1.4K +$1.4K +23 New
PTC
507
Private Trust Company
Ohio
$1.33K
MHR
508
Matthew Hamilton Rosenberg
$1.27K
FCA
509
FinTrust Capital Advisors
South Carolina
$1.25K
Kayne Anderson Rudnick Investment Management
510
Kayne Anderson Rudnick Investment Management
California
$1.15K +$1.15K +19 New
TSW
511
Thompson Siegel & Walmsley
Virginia
$1K -$2.22K -20 -69%
Lazard Asset Management
512
Lazard Asset Management
New York
$1K
TFGT
513
TS Financial Group (TSFG)
Illinois
$1K +$1K +14 New
GI
514
Gradient Investments
Minnesota
$909 +$909 +15 New
CJL
515
Cyrus J. Lawrence
New York
$810
NSG
516
Nalls Sherbakoff Group
Tennessee
$770
HCP
517
Hexagon Capital Partners
Arkansas
$727 +$363 +6 +100%
QC
518
Quent Capital
New York
$683
HIA
519
Harbor Investment Advisory
Maryland
$667 +$667 +11 New
Canada Pension Plan Investment Board
520
Canada Pension Plan Investment Board
Ontario, Canada
$606
CTA
521
Colonial Trust Advisors
South Carolina
$606
AWM
522
Abound Wealth Management
Tennessee
$365 +$365 +6 New
TWD
523
True Wealth Design
Ohio
$364
FGAM
524
Financial Gravity Asset Management
Texas
$212 +$212 +61 New
JWM
525
Janiczek Wealth Management
Colorado
$122