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SS&C Technologies

560 hedge funds and large institutions have $12.6B invested in SS&C Technologies in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 189 increasing their positions, 220 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $17.7M

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

16% more capital invested

Capital invested by funds: $10.9B → $12.6B (+$1.73B)

6% more funds holding

Funds holding: 530560 (+30)

0.06% less ownership

Funds ownership: 83.53%83.47% (-0.06%)

14% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 220

Holders
560
Holders Change
+30
Holders Change %
+5.66%
% of All Funds
8.16%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
189
Reduced
220
Closed
56
Calls
$48.1M
Puts
$17.7M
Net Calls
+$30.4M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
501
1832 Asset Management
Ontario, Canada
$9.35K
HCM
502
Hollencrest Capital Management
California
$8.86K
WBC
503
West Branch Capital
Massachusetts
$8.56K
NS
504
NBC Securities
Alabama
$8K -$929 -17 -11%
CFO
505
CVA Family Office
Colorado
$7.39K +$6.61K +121 New
BTI
506
Blue Trust Inc
Georgia
$7K +$2.19K +40 +50%
NA
507
NewEdge Advisors
Louisiana
$6.61K +$2.46K +45 +71%
PB
508
Pinnacle Bancorp
Nebraska
$5.38K
RTL
509
Red Tortoise LLC
Georgia
$5.32K
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.25K
BIA
511
Bell Investment Advisors
California
$5.2K -$492 -9 -10%
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$4.71K +$3.17K +58 +305%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$4.64K -$546 -10 -12%
Jones Financial Companies
514
Jones Financial Companies
Missouri
$4.46K +$2.46K +45 +161%
PWMG
515
Private Wealth Management Group
New Jersey
$4.16K +$3.71K +68 New
BBHC
516
Brown Brothers Harriman & Co
New York
$3.97K +$3.55K +65 New
BGAI
517
Bruce G. Allen Investments
Colorado
$3.97K +$3.55K +65 New
SAM
518
Smartleaf Asset Management
Massachusetts
$3.68K +$3.28K +60 New
FFA
519
Frazier Financial Advisors
Ohio
$3.67K +$3.28K +60 New
FFO
520
Fortitude Family Office
Arizona
$3.6K +$3.22K +59 New
MIM
521
Macroview Investment Management
Maryland
$3.59K -$3.55K -65 -52%
AF
522
Advisornet Financial
Minnesota
$3.12K +$219 +4 +9%
SSB
523
Sandy Spring Bank
Maryland
$3.06K
BC
524
Bartlett & Co
Ohio
$3K
CMP
525
Coston McIsaac & Partners
Maine
$3K

SSNC Hedge Fund Activity: Q4 2023 in Review

560 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2023, worth a combined $12.6B — up 16% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SSNC positions and 56 closed out — a net gain of 36 holders — while 189 added to existing stakes and 220 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $152M. The largest seller was Boston Partners, cutting an estimated $281M.

  • 560 institutional investors held SS&C Technologies (SSNC) as of Q4 2023, up from 530 in Q3 2023.
  • Funds reported $12.6B of SS&C Technologies stock for Q4 2023, up 16% quarter-over-quarter.
  • 92 funds opened new SS&C Technologies positions in Q4 2023 and 56 closed out, a net change of +36 holders.
  • The largest SS&C Technologies buyer in Q4 2023 was Citadel Advisors, an estimated $152M added.
  • The largest SS&C Technologies seller in Q4 2023 was Boston Partners, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2023.