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SS&C Technologies

574 hedge funds and large institutions have $12.8B invested in SS&C Technologies in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $8.79M

21% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 196

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0% more funds holding

Funds holding: 573574 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.41% less ownership

Funds ownership: 82.79%82.38% (-0.41%)

3% less capital invested

Capital invested by funds: $13.2B → $12.8B (-$393M)

Holders
574
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.29%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
67
Increased
237
Reduced
196
Closed
59
Calls
$29.1M
Puts
$8.79M
Net Calls
+$20.3M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
551
International Assets Investment Management
Florida
$1.88K +$1.86K +30 New
FCA
552
FinTrust Capital Advisors
South Carolina
$1.5K
PWA
553
Provenance Wealth Advisors
Florida
$1.44K
S
554
Sachetta
Massachusetts
$1.18K +$993 +16 New
TWD
555
True Wealth Design
Ohio
$1K +$310 +5 +45%
OWA
556
Opal Wealth Advisors
New York
$1K +$993 +16 New
AW
557
Avion Wealth
Texas
$1K
Lazard Asset Management
558
Lazard Asset Management
New York
$1K +$1.18K +19 +211%
TFA
559
Toth Financial Advisory
Virginia
$941 +$931 +15 New
AF
560
Advisornet Financial
Minnesota
$940 +$310 +5 +50%
CA
561
CoreCap Advisors
Michigan
$877 +$869 +14 New
MCM
562
Manchester Capital Management
Vermont
$690
MCM
563
MV Capital Management
Maryland
$627 +$496 +8 +400%
KB
564
Kimelman & Baird
New York
$565 +$558 +9 New
KFI
565
Key Financial Inc
Pennsylvania
$564 +$558 +9 New
VAG
566
VisionPoint Advisory Group
Texas
$376
WIA
567
Wetzel Investment Advisors
Indiana
$322
RCM
568
Raleigh Capital Management
North Carolina
$313
HIA
569
Harbor Investment Advisory
Maryland
$313 +$310 +5 New
NMG
570
New Millennium Group
Utah
$146 -$603K -9,712 -100%
DFA
571
DHJJ Financial Advisors
Illinois
$126
JWM
572
Janiczek Wealth Management
Colorado
$126
RS
573
Rakuten Securities
Japan
$125
LFG
574
Larson Financial Group
Missouri
$63
TFM
575
TFC Financial Management
Massachusetts
$63