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SS&C Technologies

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: 1215 (+3)

16% more capital invested

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

6% more funds holding

Funds holding: 530560 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
126
Punch & Associates Investment Management
Minnesota
$7.46M -$247K -4,527 -4%
FAF
127
Fjarde Ap-fonden
Sweden
$7.37M -$683K -12,510 -9%
KWM
128
Kingsview Wealth Management
Oregon
$7.21M +$2.24M +41,044 +53%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$7.15M -$7.99M -146,328 -56%
Holocene Advisors
130
Holocene Advisors
New York
$7.14M -$450K -8,237 -7%
P2P
131
Phase 2 Partners
California
$7.13M +$6.37M +116,696 New
National Pension Service
132
National Pension Service
South Korea
$7.08M
CCM
133
Callodine Capital Management
Massachusetts
$7.03M +$3.55M +65,000 +130%
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$6.96M
SI
135
Stephens Inc
Arkansas
$6.7M -$493K -9,025 -8%
MGWM
136
Marks Group Wealth Management
Minnesota
$6.68M +$61K +1,117 +1%
GCM
137
Geneva Capital Management
Wisconsin
$6.59M -$201K -3,675 -3%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$6.48M -$689K -12,617 -11%
PHS
139
Pekin Hardy Strauss
Illinois
$6.48M -$425K -7,775 -7%
BRIM
140
Broad Run Investment Management
Virginia
$6.4M -$13.2M -242,294 -70%
CAM
141
Cresset Asset Management
Illinois
$6.38M -$1.28M -23,419 -18%
GIA
142
GHP Investment Advisors
Colorado
$6.37M +$1.06M +19,374 +23%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$6.24M +$52.7K +964 +1%
HFS
144
Hantz Financial Services
Michigan
$6.2M +$186K +3,396 +3%
OBGC
145
O'Brien Greene & Co
Pennsylvania
$6.19M -$15.6K -286 -0.3%
SSA
146
Schonfeld Strategic Advisors
New York
$5.98M -$6.58M -120,431 -55%
VCA
147
Verdence Capital Advisors
Maryland
$5.8M +$58.8K +1,077 +1%
Citigroup
148
Citigroup
New York
$5.77M +$440K +8,047 +9%
Mitsubishi UFJ Asset Management
149
Mitsubishi UFJ Asset Management
Japan
$5.68M
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.56M +$136K +2,488 +3%

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.