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SS&C Technologies
SSNC

Overview Fund Activity

568 hedge funds and large institutions have $12.8B invested in SS&C Technologies in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 195 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.26%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
65
Increased
235
Reduced
195
Closed
59
Calls
$29.1M
Puts
$8.79M
Net Calls
+$20.3M
Net Calls Change
+$4.54M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$70.3M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$35.6M
3
UBS AM
UBS AM
Illinois
+$31.7M
4
LCM
Lakewood Capital Management
New York
+$22.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$150M
2
DCP
Durable Capital Partners
Maryland
-$64.2M
3
BlackRock
BlackRock
New York
-$43M
4
JCM
Junto Capital Management
New York
-$42.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
526
Private Wealth Management Group
New Jersey
$4.26K – – –
NA
527
NewEdge Advisors
Louisiana
$4.21K – – –
BGAI
528
Bruce G. Allen Investments
Colorado
$4.07K – – –
FFO
529
Fortitude Family Office
Arizona
$3.7K – – –
SSB
530
Sandy Spring Bank
Maryland
$3.13K – – –
CWP
531
Concord Wealth Partners
Virginia
$3.13K – – –
GJIA
532
Glass Jacobson Investment Advisors
Maryland
$3.01K +$3.01K +48 New
EWP
533
Elevation Wealth Partners
California
$3.01K +$3.01K +48 New
WCM
534
Winthrop Capital Management
Indiana
$3K – – –
CMP
535
Coston McIsaac & Partners
Maine
$3K – – –
BCWM
536
Bartlett & Co Wealth Management
Ohio
$2.7K – – –
CA
537
Continuum Advisory
Idaho
$2.7K – – –
QL
538
Quarry LP
New York
$2.63K -$20.7K -331 -89%
DPW
539
DiNuzzo Private Wealth
Pennsylvania
$2.38K +$439 +7 +23%
CHA
540
Carmichael Hill & Associates
Maryland
$2.32K – – –
HI
541
Harbour Investments
Wisconsin
$2.19K +$1.88K +30 +600%
TWC
542
TD Waterhouse Canada
Ontario, Canada
$2.19K – – –
SIC
543
SJS Investment Consulting
Ohio
$2.01K – – –
AWM
544
Avior Wealth Management
Nebraska
$1.94K -$10.3K -165 -84%
IAIM
545
International Assets Investment Management
Florida
$1.88K +$1.88K +30 New
FCA
546
FinTrust Capital Advisors
South Carolina
$1.51K – – –
PWA
547
Provenance Wealth Advisors
Florida
$1.44K – – –
S
548
Sachetta
Massachusetts
$1.18K +$1.18K +16 New
TWD
549
True Wealth Design
Ohio
$1K +$313 +5 +45%
OWA
550
Opal Wealth Advisors
New York
$1K +$1K +16 New
20 21
22
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