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SS&C Technologies
SSNC

Overview Fund Activity

527 hedge funds and large institutions have $10.9B invested in SS&C Technologies in 2023 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 194 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.4%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.19%
New
63
Increased
203
Reduced
194
Closed
59
Calls
$22.8M
Puts
$6.34M
Net Calls
+$16.5M
Net Calls Change
-$32.5M

Top Buyers

1
Millennium Management
Millennium Management
New York
$119M
2
VVP
Vulcan Value Partners
Alabama
$132M
3
Citadel Advisors
Citadel Advisors
Florida
$33M
4
JCM
Junto Capital Management
New York
$27.3M
5
Boston Partners
Boston Partners
Massachusetts
$456M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
BG
Baupost Group
Massachusetts
$121M
3
SCA
Southpoint Capital Advisors
New York
$26.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$204M
5
EWM
Evercore Wealth Management
New York
$387K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
501
Advisornet Financial
Minnesota
$2.47K -$7.2K -137 -74%
BCWM
502
Bartlett & Co Wealth Management
Ohio
$2.26K – – –
SIC
503
SJS Investment Consulting
Ohio
$2.05K +$210 +4 +11%
BC
504
Bartlett & Co
Ohio
$2K – – –
CMP
505
Coston McIsaac & Partners
Maine
$2K – – –
MCM
506
Manchester Capital Management
Vermont
$1.79K – – –
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$1.79K +$1.79K +34 New
BAAM
508
Baker Avenue Asset Management
California
$1.63K -$53 -1 -3%
TFA
509
Toth Financial Advisory
Virginia
$1.58K +$1.58K +30 New
Jones Financial Companies
510
Jones Financial Companies
Missouri
$1.47K +$1.47K +28 New
FCA
511
FinTrust Capital Advisors
South Carolina
$1.26K – – –
GJIA
512
Glass Jacobson Investment Advisors
Maryland
$1.21K – – –
PWA
513
Provenance Wealth Advisors
Florida
$1.21K +$1.21K +23 New
PTC
514
Private Trust Company
Ohio
$1.16K – – –
TFGT
515
TS Financial Group (TSFG)
Illinois
$1K – – –
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
$998 – – –
GI
517
Gradient Investments
Minnesota
$788 – – –
NSG
518
Nalls Sherbakoff Group
Tennessee
$736 – – –
Canada Pension Plan Investment Board
519
Canada Pension Plan Investment Board
Ontario, Canada
$525 – – –
CTA
520
Colonial Trust Advisors
South Carolina
$525 – – –
TWP
521
TFO Wealth Partners
Ohio
$485 +$485 +8 New
HCP
522
Hexagon Capital Partners
Arkansas
$420 -$210 -4 -33%
AWM
523
Abound Wealth Management
Tennessee
$318 – – –
TWD
524
True Wealth Design
Ohio
$316 – – –
JWM
525
Janiczek Wealth Management
Colorado
$106 – – –
19 20
21
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