Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SS&C TECH HLDGS (SSNC)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — SSNC

Based on 708 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SSNC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
708 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 — +15% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

361 buying317 selling
Last quarter: 361 funds bought or added vs 317 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.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new SSNC position: 115 → 74 → 87 → 107. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 22% medium 17% new
432 out of 708 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.
➡️

Steady discovery — ~107 new funds/quarter

80 → 115 → 74 → 87 → 107 new funds/Q
New funds entering each quarter: 115 → 74 → 87 → 107. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 13% 1-2yr 24% new
Of 716 current holders: 450 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
44 of 708 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

89 top-rated funds 11 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: SSNC
2026 Q1 Stats Unlock in 22 days 716 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 716 684 4.68%
13F Shares 200M 197M 1.69%
Total Value $17.14B $17.06B 0.43%
New Positions 109 88 +21
Increased Positions 262 239 +23
Closed Positions 75 66 +9
Reduced Positions 257 256 +1
Total Calls 5 4 25.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.8 1.25 Neutral

Statistics: SSNC

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Institutional Holders (2026 Q1)

716 + investors

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

Top 25 institutional holders of SSNC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kennon-Green & Company, LLC 3.88% 70,026 $4.7M
2 KIRR MARBACH & CO LLC /IN/ 2.31% 187,573 $12.7M
3 Highlander Partners, L.P. 2.16% 81,800 $5.5M
4 PZENA INVESTMENT MANAGEMENT LLC 2.13% 9,699,260 $655.4M
5 Capital Investment Services of America, Inc. 1.93% 273,687 $18.5M
6 Cannon Global Investment Management, LLC 1.85% 14,000 $946K
7 Olstein Capital Management, L.P. 1.55% 105,000 $7K
8 Board of the Pension Protection Fund 1.42% 22,900 $1.5M
9 Skylands Capital, LLC 1.23% 138,475 $9.4M
10 DELPHI MANAGEMENT INC /MA/ 1.20% 14,828 $1K
11 Legal Advantage Investments, Inc. 1.11% 31,700 $2.1M
12 ZWJ INVESTMENT COUNSEL INC 1.06% 433,312 $29.3M
13 WEDGE CAPITAL MANAGEMENT L L P/NC 1.03% 826,841 $55.9M
14 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 0.98% 7,473
15 NORRIS PERNE & FRENCH LLP/MI 0.77% 170,585 $11.5M
16 Foster Victor Wealth Advisors, LLC 0.72% 181,140 $12.7M
17 Avantra Family Wealth, Inc. 0.71% 14,136 $955K
18 Eaton Financial Holdings Company, LLC 0.66% 29,622 $2.0M
19 Davis Capital Management 0.62% 13,537 $915K
20 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.57% 1,512,934 $102.2M
21 THOMPSON INVESTMENT MANAGEMENT, INC. 0.50% 57,476 $3.9M
22 Kepler Cheuvreux (Suisse) SA 0.43% 95,859 $6.5M
23 Moran Wealth Management, LLC 0.43% 205,890 $13.9M
24 GHP Investment Advisors, Inc. 0.39% 140,593 $9.5M
25 Oak Thistle LLC 0.37% 56,862 $3.8M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SSNC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SSNC?

Slight buying edge — 53% buying: Last quarter: 361 funds bought or added vs 317 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 — 46% AUM from top-100 funds: 44 of 708 holders are among the 100 largest funds by AUM, controlling 46% 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?

61% of holders stayed for 2+ years: 432 out of 708 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.

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.