Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ss&C Tech Hldgs (SSNC)

712 + Investors. Track Smart Money conviction in SSNC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -27
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — SSNC

Based on 717 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SSNC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
717 hedge funds hold SSNC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SSNC is almost the same as a year ago (+16 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

390 buying390 selling
Last quarter: 390 funds bought or added vs 390 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~109 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 77 → 93 → 114 → 109. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
446 out of 717 hedge funds have held SSNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -3%, value -27%

Value
-26%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

125 → 77 → 93 → 114 → 109 new funds/Q
New funds entering each quarter: 77 → 93 → 114 → 109. A growing number of institutions are discovering SSNC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 730 holders: 486 (67%) are 2+ year veterans, 86 entered 1–2 years ago, and 158 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
61 of 716 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SSNC

In 2026 Q1, 390 hedge funds were net buyers of SSNC (109 opened a new position, 281 added to an existing one), while 390 reduced or exited (254 trimmed, 136 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 38% of total institutional value in SSNC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -27 funds (more exits than new entries). Total institutional holders: 717.

Hedge Fund Ownership: SSNC

How many hedge funds hold SSNC — quarterly history vs. share price
Quarterly hedge fund ownership of SSNC vs. share price

Market Analysis: SSNC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SSNC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ss&C Tech Hldgs (SSNC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SSNC has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
SSNC
-1.8%
XLK
+39.8%

SSNC outperformed XLK by -41.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SSNC
+3.2%
XLK
+5.4%

Since the filing became public, SSNC outperformed XLK by -2.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

53 top-rated funds 10 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: SSNC
712 + Investors

Track Smart Money conviction in SSNC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 712 744 -4.3%
13F Shares 199M 205M -2.95%
Total Value $12.89B $17.59B -26.72%
New Positions 107 114 -7
Increased Positions 279 267 +12
Closed Positions 139 78 +61
Reduced Positions 248 251 -3
Total Calls 8 5 60.0%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.75 0.8 Neutral

Statistics: SSNC

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

712 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SSNC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SSNC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sunriver Management LLC 9.12% 797,849 $53.9M
2 Ritter Alpha, LP 5.45% 3,856 $261K
3 Progeny 3, Inc. 4.55% 1,258,900 $85.1M
4 Hudson Way Capital Management LLC 4.20% 650,776 $44.0M
5 Lakewood Capital Management, LP 4.04% 946,954 $64.0M
6 Kennon-Green & Company, LLC 3.88% 70,026 $4.7M
7 Heron Bay Capital Management 3.88% 622,625 $42.1M
8 Katamaran Capital LLP 3.18% 58,581 $4.0M
9 Snyder Capital Management L P 2.98% 2,272,609 $153.6M
10 Guardian Wealth Management, Inc. 2.78% 75,443 $5.1M
11 FinArc Investments, Inc. 2.54% 39,062 $2.6M
12 Lyrical Asset Management LP 2.39% 2,317,171 $156.6M
13 Kirr Marbach & Co LLC /In/ 2.31% 187,573 $12.7M
14 Gmt Capital Corp 2.18% 705,520 $47.7M
15 Highlander Partners, L.P. 2.16% 81,800 $5.5M
16 Pzena Investment Management LLC 2.13% 9,699,260 $655.4M
17 Callodine Capital Management, LP 2.12% 449,401 $30.4M
18 Turtle Creek Asset Management Inc. 1.99% 1,156,014 $78.1M
19 Capital Investment Services of America, Inc. 1.93% 273,687 $18.5M
20 Cannon Global Investment Management, LLC 1.85% 14,000 $946K
21 New South Capital Management Inc 1.82% 562,437 $38.0M
22 North Star Asset Management Inc 1.79% 610,016 $41.2M
23 Running Oak Capital LLC 1.74% 190,888 $12.9M
24 Seizert Capital Partners, LLC 1.74% 559,346 $37.8M
25 Cantillon Capital Management LLC 1.68% 3,753,093 $253.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ss&C Tech Hldgs (SSNC)

What does the Smart Money Trend signal show for SSNC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SSNC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SSNC?

Slight buying edge — 50% buying: Last quarter: 390 funds bought or added vs 390 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SSNC holders?

Strong quality — 38% AUM from major funds: 61 of 716 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SSNC?

62% of holders stayed for 2+ years: 446 out of 717 hedge funds have held SSNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ss&C Tech Hldgs (SSNC) following the 2026 Q1 hedge fund 13F filings?

As of today, SSNC has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), SSNC has gained -1.8% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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