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SS&C Technologies

662 hedge funds and large institutions have $15.2B invested in SS&C Technologies in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

28% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 202

19% more capital invested

Capital invested by funds: $12.8B → $15.2B (+$2.43B)

15% more funds holding

Funds holding: 574662 (+88)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.07% more ownership

Funds ownership: 82.38%83.45% (+1.1%)

43% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $53.9M

Holders
662
Holders Change
+88
Holders Change %
+15.33%
% of All Funds
9.51%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
119
Increased
259
Reduced
202
Closed
27
Calls
$30.6M
Puts
$53.9M
Net Calls
-$23.3M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
551
NKCFO LLC
Illinois
$70K +$67K +945 New
CPA
552
Capital Performance Advisors
California
$68.3K +$65.2K +920 New
CPBTD
553
Central Pacific Bank - Trust Division
Hawaii
$61.9K -$3.26K -46 -5%
CFM
554
Catalyst Funds Management
Australia
$59.4K +$49.6K +700 +700%
SPIA
555
Steward Partners Investment Advisory
New York
$56.6K +$7.3K +103 +16%
WBC
556
Westpac Banking Corp
Australia
$54.8K -$72.5K -1,023 -58%
VCM
557
Versant Capital Management
Arizona
$53.1K +$851 +12 +2%
VWM
558
Venturi Wealth Management
Texas
$51.1K +$3.26K +46 +7%
1IA
559
1620 Investment Advisors
Massachusetts
$50.2K -$4.61K -65 -9%
SFCL
560
Strengthening Families & Communities LLC
Massachusetts
$50.1K
SAM
561
Smartleaf Asset Management
Massachusetts
$45.7K +$26.7K +377 +156%
Allspring Global Investments
562
Allspring Global Investments
North Carolina
$43.9K +$6.59K +93 +19%
BAM
563
Bellevue Asset Management
Washington
$39.7K +$142 +2 +0.4%
CT
564
Caldwell Trust
Florida
$39.4K -$3.19K -45 -8%
RA
565
Ransom Advisory
Rhode Island
$39K -$3.19K -45 -8%
FA
566
Financial Avengers
California
$37.3K -$9.5K -134 -21%
LFA
567
LGT Financial Advisors
Texas
$36.3K -$34.2K -482 -50%
CAS
568
Coppell Advisory Solutions
Texas
$33.1K +$31.8K +448 New
LC
569
Lindbrook Capital
California
$30.4K +$142 +2 +0.5%
SWM
570
Spire Wealth Management
Virginia
$30.4K
JWA
571
JFS Wealth Advisors
Pennsylvania
$25.6K +$7.66K +108 +46%
GM
572
GeoWealth Management
Illinois
$23.7K +$22.7K +320 New
SIC
573
Salem Investment Counselors
North Carolina
$23K
PFBT
574
Parkside Financial Bank & Trust
Missouri
$22.3K +$3.97K +56 +23%
GXJ
575
Global X Japan
Japan
$22K -$8.22K -116 -28%