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SS&C Technologies

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
Name Holding Trade Value Shares
Change
Shares
Change %
AW
551
Avion Wealth
Texas
$1K
Lazard Asset Management
552
Lazard Asset Management
New York
$1K +$679 +19 +211%
TFA
553
Toth Financial Advisory
Virginia
$941 +$941 +15 New
AF
554
Advisornet Financial
Minnesota
$940 +$313 +5 +50%
CA
555
CoreCap Advisors
Michigan
$877 +$877 +14 New
MCM
556
Manchester Capital Management
Vermont
$690
MCM
557
MV Capital Management
Maryland
$627 +$502 +8 +400%
KB
558
Kimelman & Baird
New York
$565 +$565 +9 New
KFI
559
Key Financial Inc
Pennsylvania
$564 +$564 +9 New
VAG
560
VisionPoint Advisory Group
Texas
$376
WIA
561
Wetzel Investment Advisors
Indiana
$322
RCM
562
Raleigh Capital Management
North Carolina
$313
HIA
563
Harbor Investment Advisory
Maryland
$313 +$313 +5 New
NMG
564
New Millennium Group
Utah
$146 -$709K -9,712 -100%
DFA
565
DHJJ Financial Advisors
Illinois
$126
JWM
566
Janiczek Wealth Management
Colorado
$126
RS
567
Rakuten Securities
Japan
$125
TFM
568
TFC Financial Management
Massachusetts
$63
LFG
569
Larson Financial Group
Missouri
$63
DWM
570
Dogwood Wealth Management
Kansas
$2 -$2
JCM
571
Junto Capital Management
New York
-$42.7M -662,921 Closed
Balyasny Asset Management
572
Balyasny Asset Management
Illinois
-$15.2M -235,910 Closed
VA
573
Vident Advisory
Georgia
-$14.5M -225,310 Closed
CM
574
Crestline Management
Texas
-$8.88M -137,969 Closed
Mawer Investment Management
575
Mawer Investment Management
Alberta, Canada
-$8.43M -130,911 Closed