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SS&C Technologies
SSNC

Overview Fund Activity

569 hedge funds and large institutions have $13.1B invested in SS&C Technologies in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 192 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+12
Holders Change %
+2.15%
% 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
67
Increased
237
Reduced
192
Closed
48
Calls
$37.4M
Puts
$21.7M
Net Calls
+$15.7M
Net Calls Change
-$14.6M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
+$75M
2
Victory Capital Management
Victory Capital Management
Texas
+$50.3M
3
PAM
Panagora Asset Management
Massachusetts
+$45.2M
4
Capital International Investors
Capital International Investors
California
+$36.3M
5
SFA
Sequoia Financial Advisors
Ohio
+$31.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$64.5M
3
BG
Baupost Group
Massachusetts
-$62.9M
4
JCM
Junto Capital Management
New York
-$52M
5
Millennium Management
Millennium Management
New York
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
501
Tucker Asset Management
Colorado
$13.9K – – –
VWM
502
Venturi Wealth Management
Texas
$13.1K +$13.1K +203 New
AWM
503
Avior Wealth Management
Nebraska
$12.6K +$12.6K +196 New
CFFP
504
Center for Financial Planning
Michigan
$12.3K +$12.3K +191 New
CWC
505
Carolinas Wealth Consulting
North Carolina
$12.2K – – –
WWP
506
WR Wealth Planners
Missouri
$11.4K +$11.4K +177 New
FFA
507
Frazier Financial Advisors
Ohio
$10.9K +$7.08K +110 +183%
CT
508
Colonial Trust
South Carolina
$10.5K -$710 -11 -6%
CCA
509
Criterion Capital Advisors
Tennessee
$10.3K -$2.58K -40 -20%
CAL
510
Capital Advisors Ltd
Ohio
$10K – – –
1832 Asset Management
511
1832 Asset Management
Ontario, Canada
$9.85K – – –
GM
512
GeoWealth Management
Illinois
$9.72K +$8.75K +136 +907%
HCM
513
Hollencrest Capital Management
California
$9.33K – – –
WBC
514
West Branch Capital
Massachusetts
$9.01K – – –
PFBT
515
Parkside Financial Bank & Trust
Missouri
$8.5K +$3.61K +56 +74%
NS
516
NBC Securities
Alabama
$8K – – –
CFO
517
CVA Family Office
Colorado
$7.79K – – –
ETC
518
Exchange Traded Concepts
Oklahoma
$7.08K +$7.08K +110 New
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.44K – – –
RTL
520
Red Tortoise LLC
Georgia
$5.6K – – –
BIA
521
Bell Investment Advisors
California
$5.47K – – –
BTI
522
Blue Trust Inc
Georgia
$5.21K -$2.51K -39 -33%
PCWA
523
Pacific Capital Wealth Advisors
California
$5.09K +$5.09K +79 New
FMTCOCP
524
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5K +78 New
Kayne Anderson Rudnick Investment Management
525
Kayne Anderson Rudnick Investment Management
California
$4.96K – – –
19 20
21
22 23