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Service Corp International

471 hedge funds and large institutions have $9.01B invested in Service Corp International in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 118 increasing their positions, 184 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

21% more capital invested

Capital invested by funds: $7.48B → $9.01B (+$1.54B)

2% more funds holding

Funds holding: 461471 (+10)

1.32% more ownership

Funds ownership: 86.73%88.05% (+1.3%)

33% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $15.2M

36% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 184

Holders
471
Holders Change
+10
Holders Change %
+2.17%
% of All Funds
6.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
74
Increased
118
Reduced
184
Closed
56
Calls
$10.2M
Puts
$15.2M
Net Calls
-$5.05M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
401
Planning Capital Management Corporation
Pennsylvania
$21.5K +$18.9K +314 New
PFA
402
Pathway Financial Advisers
Indiana
$21.3K +$60 +1 +0.3%
AIM
403
Anchor Investment Management
South Carolina
$20.5K
IA
404
IFP Advisors
Florida
$19.6K +$602 +10 +4%
QC
405
Quent Capital
New York
$19.4K
Mitsubishi UFJ Asset Management
406
Mitsubishi UFJ Asset Management
Japan
$17.8K +$11.9K +197 +294%
SWS
407
SYSTM Wealth Solutions
Illinois
$17.8K -$283K -4,696 -95%
NFSG
408
Newbridge Financial Services Group
Florida
$16.4K +$60 +1 +0.4%
NS
409
NBC Securities
Alabama
$16K -$5.78K -96 -29%
EWA
410
EverSource Wealth Advisors
Alabama
$15.2K +$9.45K +157 +242%
GRP
411
Global Retirement Partners
California
$13.7K -$843 -14 -7%
MA
412
Montag & Associates
Georgia
$13.7K +$12K +200 New
JWM
413
Janiczek Wealth Management
Colorado
$13.1K -$1.56K -26 -12%
C
414
Covestor
United Kingdom
$13K -$2.77K -46 -20%
PE
415
Point72 Europe
United Kingdom
$11.4K +$9.99K +166 New
CJ
416
Caitlin John
Michigan
$11K +$9.69K +161 New
CT
417
Cambridge Trust
Massachusetts
$10.3K
CFFP
418
Center for Financial Planning
Michigan
$10.2K
BTI
419
Blue Trust Inc
Georgia
$9K -$21.6K -358 -68%
TPCW
420
TD Private Client Wealth
New York
$8.63K -$1.63K -27 -18%
CCM
421
Chilton Capital Management
Texas
$8.35K
FCA
422
FinTrust Capital Advisors
South Carolina
$7.94K
CB
423
CNB Bank
Pennsylvania
$7.74K
WT
424
Whittier Trust
California
$7.32K
GIA
425
GHP Investment Advisors
Colorado
$7.15K -$7.34K -122 -54%

SCI Hedge Fund Activity: Q4 2023 in Review

471 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Service Corp International (SCI) for Q4 2023, worth a combined $9.01B — up 21% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SCI positions and 56 closed out — a net gain of 18 holders — while 118 added to existing stakes and 184 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $215M. The largest seller was Baillie Gifford & Co, cutting an estimated $34.3M.

  • 471 institutional investors held Service Corp International (SCI) as of Q4 2023, up from 461 in Q3 2023.
  • Funds reported $9.01B of Service Corp International stock for Q4 2023, up 21% quarter-over-quarter.
  • 74 funds opened new Service Corp International positions in Q4 2023 and 56 closed out, a net change of +18 holders.
  • The largest Service Corp International buyer in Q4 2023 was Morgan Stanley, an estimated $215M added.
  • The largest Service Corp International seller in Q4 2023 was Baillie Gifford & Co, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2023.