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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 %
PWMG
526
Private Wealth Management Group
New Jersey
$4.38K – – –
NA
527
NewEdge Advisors
Louisiana
$4.32K -$2.64K -41 -38%
BGAI
528
Bruce G. Allen Investments
Colorado
$4.18K – – –
MG
529
Mather Group
Illinois
$4.16K +$4.16K +68 New
BHWM
530
Beaird Harris Wealth Management
Texas
$3.93K -$15.3K -237 -80%
FFO
531
Fortitude Family Office
Arizona
$3.8K – – –
MIM
532
Macroview Investment Management
Maryland
$3.79K – – –
SWM
533
Spire Wealth Management
Virginia
$3.67K -$18.1K -281 -83%
FPF
534
First Pacific Financial
Washington
$3.28K +$966 +15 +42%
SSB
535
Sandy Spring Bank
Maryland
$3.22K – – –
CWP
536
Concord Wealth Partners
Virginia
$3.22K +$3.22K +50 New
WCM
537
Winthrop Capital Management
Indiana
$3K – – –
CMP
538
Coston McIsaac & Partners
Maine
$3K – – –
TWC
539
TD Waterhouse Canada
Ontario, Canada
$2.99K – – –
BCWM
540
Bartlett & Co Wealth Management
Ohio
$2.77K – – –
CA
541
Continuum Advisory
Idaho
$2.73K +$2.73K +43 New
Credit Agricole
542
Credit Agricole
France
$2.54K – – –
LWANC
543
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.51K +$2.51K +39 New
CHA
544
Carmichael Hill & Associates
Maryland
$2.38K -$773 -12 -24%
HCP
545
Hexagon Capital Partners
Arkansas
$2.12K +$2.12K +33 New
SIC
546
SJS Investment Consulting
Ohio
$2.06K +$258 +4 +14%
AW
547
Avion Wealth
Texas
$2K – – –
CCM
548
Chilton Capital Management
Texas
$2K – – –
DPW
549
DiNuzzo Private Wealth
Pennsylvania
$2K +$386 +6 +24%
FCA
550
FinTrust Capital Advisors
South Carolina
$1.55K – – –
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