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SS&C Technologies

573 hedge funds and large institutions have $13.2B invested in SS&C Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $21.7M

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

23% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 194

2% more funds holding

Funds holding: 560573 (+13)

4% more capital invested

Capital invested by funds: $12.6B → $13.2B (+$537M)

0.67% less ownership

Funds ownership: 83.47%82.79% (-0.67%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
573
Holders Change
+13
Holders Change %
+2.32%
% of All Funds
8.25%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
68
Increased
238
Reduced
194
Closed
48
Calls
$37.4M
Puts
$21.7M
Net Calls
+$15.7M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
501
Eagle Bay Advisors
New York
$16.7K +$16.1K +259 New
JWA
502
JFS Wealth Advisors
Pennsylvania
$15.3K
Nisa Investment Advisors
503
Nisa Investment Advisors
Missouri
$14.2K -$12.4K -200 -48%
DCP
504
Distillate Capital Partners
Illinois
$14K -$807 -13 -6%
TAM
505
Tucker Asset Management
Colorado
$13.9K
VWM
506
Venturi Wealth Management
Texas
$13.1K +$12.6K +203 New
AWM
507
Avior Wealth Management
Nebraska
$12.6K +$12.2K +196 New
CFFP
508
Center for Financial Planning
Michigan
$12.3K +$11.9K +191 New
CWC
509
Carolinas Wealth Consulting
North Carolina
$12.2K
WWP
510
WR Wealth Planners
Missouri
$11.4K +$11K +177 New
FFA
511
Frazier Financial Advisors
Ohio
$10.9K +$6.83K +110 +183%
CT
512
Colonial Trust
South Carolina
$10.5K -$683 -11 -6%
CCA
513
Criterion Capital Advisors
Tennessee
$10.3K -$2.48K -40 -20%
CAL
514
Capital Advisors Ltd
Ohio
$10K
1832 Asset Management
515
1832 Asset Management
Ontario, Canada
$9.85K
GM
516
GeoWealth Management
Illinois
$9.72K +$8.45K +136 +907%
HCM
517
Hollencrest Capital Management
California
$9.33K
WBC
518
West Branch Capital
Massachusetts
$9.01K
PFBT
519
Parkside Financial Bank & Trust
Missouri
$8.5K +$3.48K +56 +74%
NS
520
NBC Securities
Alabama
$8K
CFO
521
CVA Family Office
Colorado
$7.79K
ETC
522
Exchange Traded Concepts
Oklahoma
$7.08K +$6.83K +110 New
BCMLT
523
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.44K
RTL
524
Red Tortoise LLC
Georgia
$5.6K
BIA
525
Bell Investment Advisors
California
$5.47K

SSNC Hedge Fund Activity: Q1 2024 in Review

573 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2024, worth a combined $13.2B — up 4.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SSNC positions and 48 closed out — a net gain of 20 holders — while 238 added to existing stakes and 194 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $72.4M. The largest seller was Boston Partners, cutting an estimated $132M.

  • 573 institutional investors held SS&C Technologies (SSNC) as of Q1 2024, up from 560 in Q4 2023.
  • Funds reported $13.2B of SS&C Technologies stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 68 funds opened new SS&C Technologies positions in Q1 2024 and 48 closed out, a net change of +20 holders.
  • The largest SS&C Technologies buyer in Q1 2024 was Durable Capital Partners, an estimated $72.4M added.
  • The largest SS&C Technologies seller in Q1 2024 was Boston Partners, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2024.