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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
BTI
526
Blue Trust Inc
Georgia
$5.21K -$2.42K -39 -33%
PCWA
527
Pacific Capital Wealth Advisors
California
$5.08K +$4.91K +79 New
FMTCOCP
528
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$4.84K +78 New
Kayne Anderson Rudnick Investment Management
529
Kayne Anderson Rudnick Investment Management
California
$4.96K
PWMG
530
Private Wealth Management Group
New Jersey
$4.38K
NA
531
NewEdge Advisors
Louisiana
$4.32K -$2.55K -41 -38%
BGAI
532
Bruce G. Allen Investments
Colorado
$4.18K
MG
533
Mather Group
Illinois
$4.16K +$4.22K +68 New
BHWM
534
Beaird Harris Wealth Management
Texas
$3.93K -$14.7K -237 -80%
FFO
535
Fortitude Family Office
Arizona
$3.8K
MIM
536
Macroview Investment Management
Maryland
$3.79K
SWM
537
Spire Wealth Management
Virginia
$3.67K -$17.4K -281 -83%
FPF
538
First Pacific Financial
Washington
$3.28K +$931 +15 +42%
SSB
539
Sandy Spring Bank
Maryland
$3.22K
CWP
540
Concord Wealth Partners
Virginia
$3.22K +$3.1K +50 New
CMP
541
Coston McIsaac & Partners
Maine
$3K
WCM
542
Winthrop Capital Management
Indiana
$3K
TWC
543
TD Waterhouse Canada
Ontario, Canada
$2.99K
BCWM
544
Bartlett & Co Wealth Management
Ohio
$2.77K
CA
545
Continuum Advisory
Idaho
$2.73K +$2.67K +43 New
Credit Agricole
546
Credit Agricole
France
$2.54K
LWANC
547
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.51K +$2.42K +39 New
CHA
548
Carmichael Hill & Associates
Maryland
$2.38K -$745 -12 -24%
HCP
549
Hexagon Capital Partners
Arkansas
$2.12K +$2.05K +33 New
SIC
550
SJS Investment Consulting
Ohio
$2.06K +$248 +4 +14%

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.