Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ss&C Tech Hldgs (SSNC)

713 + 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
↓ -1
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — SSNC

Based on 719 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
719 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

393 buying357 selling
Last quarter: 393 funds bought or added vs 357 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 93 → 115 → 110 → 99. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 18% new
464 out of 719 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 +11%, value -7%

Value
-7%
Shares
+10%
Last quarter: funds added +11% more shares while total portfolio value only changed -7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~99 new funds/quarter

78 → 93 → 115 → 110 → 99 new funds/Q
New funds entering each quarter: 93 → 115 → 110 → 99. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 728 holders: 491 (67%) are 2+ year veterans, 100 entered 1–2 years ago, and 137 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
66 of 718 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SSNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 Q2, 393 hedge funds were net buyers of SSNC (99 opened a new position, 294 added to an existing one), while 357 reduced or exited (257 trimmed, 100 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 51% of total institutional value in SSNC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 719.

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 Q2 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 June 30, 2026 · 81d ago
SSNC
+28.8%
XLK
-0.5%

SSNC outperformed XLK by +29.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
SSNC
-1.6%
XLK
-0.2%

Since the filing became public, SSNC outperformed XLK by -1.4% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 6 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: SSNC
713 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 713 720 -0.97%
13F Shares 202M 202M -0.16%
Total Value $11.84B $13.13B -9.84%
New Positions 98 110 -12
Increased Positions 287 282 +5
Closed Positions 104 135 -31
Reduced Positions 251 250 +1
Total Calls 4 8 -50.0%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 0.75 Bearish

Statistics: SSNC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

713 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sunriver Management LLC 7.92% 813,251 $50.5M
2 Doma Perpetual Capital Management LLC 6.46% 448,816 $27.8M
3 Progeny 3, Inc. 4.27% 1,332,900 $82.7M
4 Kennon-Green & Company, LLC 3.39% 70,167 $4.4M
5 Lakewood Capital Management, LP 3.25% 1,016,954 $63.1M
6 Heron Bay Capital Management 3.22% 573,402 $35.6M
7 Hudson Way Capital Management LLC 3.14% 566,770 $35.2M
8 12th Street Asset Management Company, LLC 2.96% 335,218 $20.8M
9 Turtle Creek Asset Management Inc. 2.94% 1,212,057 $75.2M
10 Snyder Capital Management L P 2.59% 2,415,716 $149.9M
11 Guardian Wealth Management, Inc. 2.41% 78,891 $4.9M
12 FinArc Investments, Inc. 2.34% 41,635 $2.6M
13 Pzena Investment Management LLC 2.01% 11,036,568 $684.8M
14 Kirr Marbach & Co LLC /In/ 1.96% 187,388 $11.6M
15 Lyrical Asset Management LP 1.75% 2,220,129 $137.8M
16 Highlander Partners, L.P. 1.70% 81,800 $5.1M
17 Callodine Capital Management, LP 1.68% 413,751 $25.7M
18 Seizert Capital Partners, LLC 1.66% 648,613 $40.2M
19 Capital Investment Services of America, Inc. 1.63% 267,850 $16.6M
20 Cantillon Capital Management LLC 1.61% 172,816 $10.7M
21 Running Oak Capital LLC 1.57% 148,207 $9.2M
22 Gmt Capital Corp 1.55% 478,020 $29.7M
23 North Star Asset Management Inc 1.49% 612,073 $38.0M
24 New South Capital Management Inc 1.42% 523,097 $32.5M
25 Board of the Pension Protection Fund 1.29% 22,000 $1.4M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 393 funds bought or added vs 357 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?

Elite ownership — 51% AUM from top-100 funds: 66 of 718 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SSNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SSNC?

65% of holders stayed for 2+ years: 464 out of 719 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 Q2 hedge fund 13F filings?

As of today, SSNC has moved -1.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLK sector ETF — an outperformance of -1.4%. Since the quarter end (June 30, 2026), SSNC has gained +28.8% vs -0.5% 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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