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SS&C Technologies
SSNC

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: 12 → 15 (+3)

16% more capital invested

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

6% more funds holding

Funds holding: 530 → 560 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$152M
2
DCP
Durable Capital Partners
Maryland
+$73.9M
3
Morgan Stanley
Morgan Stanley
New York
+$54M
4
JCM
Junto Capital Management
New York
+$52M
5
Millennium Management
Millennium Management
New York
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$281M
2
BG
Baupost Group
Massachusetts
-$69.4M
3
SCA
Southpoint Capital Advisors
New York
-$26.3M
4
Nomura Holdings
Nomura Holdings
Japan
-$22.4M
5
VC
Voss Capital
Texas
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
526
Carmichael Hill & Associates
Maryland
$3K – – –
TCWA
527
Turtle Creek Wealth Advisors
Texas
$2.93K +$2.62K +48 New
TWC
528
TD Waterhouse Canada
Ontario, Canada
$2.78K – – –
WCM
529
Winthrop Capital Management
Indiana
$2.69K +$2.4K +44 New
BCWM
530
Bartlett & Co Wealth Management
Ohio
$2.63K – – –
Credit Agricole
531
Credit Agricole
France
$2.57K -$47.3K -866 -95%
QL
532
Quarry LP
New York
$2.44K +$2.19K +40 New
FPF
533
First Pacific Financial
Washington
$2.2K +$1.97K +36 New
LIWM
534
Long Island Wealth Management
New York
$2K +$1.37K +25 New
CCM
535
Chilton Capital Management
Texas
$1.9K +$1.69K +31 New
SIC
536
SJS Investment Consulting
Ohio
$1.71K -$601 -11 -28%
DPW
537
DiNuzzo Private Wealth
Pennsylvania
$1.53K +$1.37K +25 New
FCA
538
FinTrust Capital Advisors
South Carolina
$1.47K – – –
PWA
539
Provenance Wealth Advisors
Florida
$1.41K – – –
PTC
540
Private Trust Company
Ohio
$1.16K -$164 -3 -14%
W
541
WealthCollab
Washington
$1.1K +$983 +18 New
AW
542
Avion Wealth
Texas
$1K -$3.55K -65 -77%
TSW
543
Thompson Siegel & Walmsley
Virginia
$1K – – –
GM
544
GeoWealth Management
Illinois
$1K +$819 +15 New
GI
545
Gradient Investments
Minnesota
$917 – – –
NSG
546
Nalls Sherbakoff Group
Tennessee
$856 – – –
MCM
547
Manchester Capital Management
Vermont
$673 -$1.26K -23 -68%
VCM
548
Versant Capital Management
Arizona
$672 +$601 +11 New
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$611 -$1.31K -24 -71%
Canada Pension Plan Investment Board
550
Canada Pension Plan Investment Board
Ontario, Canada
$611 – – –
20 21
22
23 24

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.