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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
AW
551
Avion Wealth
Texas
$2K
CCM
552
Chilton Capital Management
Texas
$2K
DPW
553
DiNuzzo Private Wealth
Pennsylvania
$2K +$373 +6 +24%
FCA
554
FinTrust Capital Advisors
South Carolina
$1.54K
PWA
555
Provenance Wealth Advisors
Florida
$1.48K
FGAM
556
Financial Gravity Asset Management
Texas
$1.19K +$1.12K +18 New
MCM
557
Manchester Capital Management
Vermont
$709
TWD
558
True Wealth Design
Ohio
$709 +$310 +5 +83%
VCM
559
Versant Capital Management
Arizona
$708
AF
560
Advisornet Financial
Minnesota
$644 -$2.55K -41 -80%
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
$644
AWM
562
Abound Wealth Management
Tennessee
$393
VAG
563
VisionPoint Advisory Group
Texas
$386 +$373 +6 New
HI
564
Harbour Investments
Wisconsin
$322
RCM
565
Raleigh Capital Management
North Carolina
$322 +$310 +5 New
TCM
566
TD Capital Management
Tennessee
$322 +$310 +5 New
WIA
567
Wetzel Investment Advisors
Indiana
$302
DFA
568
DHJJ Financial Advisors
Illinois
$129
JWM
569
Janiczek Wealth Management
Colorado
$129
RS
570
Rakuten Securities
Japan
$129
MCM
571
MV Capital Management
Maryland
$129 +$62 +1 +100%
TFM
572
TFC Financial Management
Massachusetts
$65 +$62 +1 New
LFG
573
Larson Financial Group
Missouri
$64 -$11.4K -184 -99%
DWM
574
Dogwood Wealth Management
Kansas
$2
BG
575
Baupost Group
Massachusetts
-$62.9M -1,028,545 Closed

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.