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SS&C Technologies

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: 1215 (+3)

16% more capital invested

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

6% more funds holding

Funds holding: 530560 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
551
TFO Wealth Partners
Ohio
$489
AWM
552
Abound Wealth Management
Tennessee
$372
TWD
553
True Wealth Design
Ohio
$367
HI
554
Harbour Investments
Wisconsin
$306 +$273 +5 New
First Manhattan
555
First Manhattan
New York
$305 +$273 +5 New
DFA
556
DHJJ Financial Advisors
Illinois
$123
JWM
557
Janiczek Wealth Management
Colorado
$123
RS
558
Rakuten Securities
Japan
$122 +$109 +2 New
MCM
559
MV Capital Management
Maryland
$62 +$55 +1 New
DWM
560
Dogwood Wealth Management
Kansas
$3
SCA
561
Southpoint Capital Advisors
New York
-$26.3M -500,000 Closed
Nomura Holdings
562
Nomura Holdings
Japan
-$22.4M -409,563 Closed
VC
563
Voss Capital
Texas
-$19.6M -372,500 Closed
DI
564
DRH Investments
California
-$12.3M -233,363 Closed
TC
565
TwinBeech Capital
New York
-$10.2M -193,726 Closed
CAM
566
Centre Asset Management
New York
-$9.41M -179,072 Closed
OCM
567
Oribel Capital Management
New York
-$8.6M -163,600 Closed
Voloridge Investment Management
568
Voloridge Investment Management
Florida
-$7.86M -149,593 Closed
ACH
569
ArrowMark Colorado Holdings
Colorado
-$7.12M -135,499 Closed
VNIM
570
Vaughan Nelson Investment Management
Texas
-$4.22M -80,262 Closed
LP
571
LMR Partners
United Kingdom
-$2.85M -54,252 Closed
SCM
572
Stanley Capital Management
Texas
-$2.55M -48,600 Closed
VMPIC
573
Varma Mutual Pension Insurance Co
Finland
-$2.1M -40,000 Closed
BFM
574
Boothbay Fund Management
New York
-$1.94M -36,900 Closed
EGM
575
Engineers Gate Manager
New York
-$1.86M -35,435 Closed

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.