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SS&C Technologies

487 hedge funds and large institutions have $14.6B invested in SS&C Technologies in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 204 increasing their positions, 165 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $17.1M

24% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 165

8% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 59

0% less funds holding

Funds holding: 488487 (-1)

1.3% less ownership

Funds ownership: 82.47%81.18% (-1.3%)

5% less capital invested

Capital invested by funds: $15.4B → $14.6B (-$825M)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
487
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.55%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.25%
New
64
Increased
204
Reduced
165
Closed
59
Calls
$87.5M
Puts
$17.1M
Net Calls
+$70.4M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
526
Acadian Asset Management
Massachusetts
-$25K -344 Closed
AS
527
Altshuler Shaham
Israel
-$16K -219 Closed
AWG
528
Altus Wealth Group
Colorado
-$9K -124 Closed
SNT
529
Security National Trust
West Virginia
-$6K -84 Closed
CCA
530
Childress Capital Advisors
Texas
-$4K -61 Closed
Jones Financial Companies
531
Jones Financial Companies
Missouri
-$4K -59 Closed
HFS
532
Hantz Financial Services
Michigan
-$4K -55 Closed
RPWA
533
Regent Peak Wealth Advisors
Georgia
-$3K -45 Closed
WAM
534
Wolverine Asset Management
Illinois
-$2K -41 Closed
ABC
535
Associated Banc-Corp
Wisconsin
-$2K -31 Closed
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -22 Closed
BSSFA
537
Baron Silver Stevens Financial Advisors
Florida
-$1K -20 Closed
PWPS
538
Pinnacle Wealth Planning Services
Ohio
-$1K -19 Closed
VCG
539
Vantage Consulting Group
Virginia
-$1K -15 Closed
AssetMark Inc
540
AssetMark Inc
California
-$1K -9 Closed
M
541
MOTCO
Texas
-$1K -9 Closed
SIS
542
Sound Income Strategies
Florida
-$1K -8 Closed
VFA
543
Valeo Financial Advisors
Indiana
+$270 +4 New
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
+$405 +6 New

SSNC Hedge Fund Activity: Q1 2021 in Review

487 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2021, worth a combined $14.6B — down 5.3% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SSNC positions and 59 closed out — a net gain of 5 holders — while 204 added to existing stakes and 165 trimmed.

The largest buyer was BlackRock, adding an estimated $354M. The largest seller was Wellington Management Group, cutting an estimated $479M.

  • 487 institutional investors held SS&C Technologies (SSNC) as of Q1 2021, down from 488 in Q4 2020.
  • Funds reported $14.6B of SS&C Technologies stock for Q1 2021, down 5.3% quarter-over-quarter.
  • 64 funds opened new SS&C Technologies positions in Q1 2021 and 59 closed out, a net change of +5 holders.
  • The largest SS&C Technologies buyer in Q1 2021 was BlackRock, an estimated $354M added.
  • The largest SS&C Technologies seller in Q1 2021 was Wellington Management Group, an estimated $479M sold.

Based on aggregated 13F filings for Q1 2021.