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SS&C Technologies
SSNC

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: 12 → 15 (+3)

16% more capital invested

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

6% more funds holding

Funds holding: 530 → 560 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$152M
2
DCP
Durable Capital Partners
Maryland
+$73.9M
3
Morgan Stanley
Morgan Stanley
New York
+$54M
4
JCM
Junto Capital Management
New York
+$52M
5
Millennium Management
Millennium Management
New York
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$281M
2
BG
Baupost Group
Massachusetts
-$69.4M
3
SCA
Southpoint Capital Advisors
New York
-$26.3M
4
Nomura Holdings
Nomura Holdings
Japan
-$22.4M
5
VC
Voss Capital
Texas
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
601
Walleye Capital
New York
– -$40.7K -774 Closed
OA
602
Operose Advisors
Wisconsin
– -$33.7K -642 Closed
HL
603
HeadInvest LLC
Maine
– -$26.1K -500 Closed
FRA
604
Front Row Advisors
California
– -$9.2K -175 Closed
WWP
605
WR Wealth Planners
Missouri
– -$8.98K -171 Closed
CBT
606
CoreFirst Bank & Trust
Kansas
– -$6.72K -128 Closed
NIC
607
Northwest Investment Counselors
Oregon
– -$5.25K -100 Closed
WT
608
Whittier Trust
California
– -$4.52K -86 Closed
EARNEST Partners
609
EARNEST Partners
Georgia
– -$3.31K -63 Closed
BAAM
610
Baker Avenue Asset Management
California
– -$1.63K -31 Closed
TFA
611
Toth Financial Advisory
Virginia
– -$1.58K -30 Closed
GJIA
612
Glass Jacobson Investment Advisors
Maryland
– -$1.21K -23 Closed
TFGT
613
TS Financial Group (TSFG)
Illinois
– -$1K -14 Closed
CTA
614
Colonial Trust Advisors
South Carolina
– -$546 -10 Closed
HCP
615
Hexagon Capital Partners
Arkansas
– -$420 -8 Closed
WIA
616
Wetzel Investment Advisors
Indiana
– +$273 +5 New
21 22 23 24
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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.