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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
IUHSA
501
Itau Unibanco Holding S.A.
Brazil
-$352K -6,168 Closed
AIA
502
Angeles Investment Advisors
California
-$352K -6,159 Closed
PWP
503
Perfromance Wealth Partners
Illinois
-$343K -6,000 Closed
SMH
504
Sanders Morris Harris
Texas
-$340K -5,949 Closed
FHB
505
First Hawaiian Bank
Hawaii
-$264K -4,624 Closed
CCFCSB
506
Cape Cod Five Cents Savings Bank
Massachusetts
-$223K -3,900 Closed
TI
507
Tidal Investments
Wisconsin
-$220K -3,853 Closed
CW
508
CreativeOne Wealth
Kansas
-$218K -3,819 Closed
KIG
509
Kessler Investment Group
Indiana
-$217K -3,798 Closed
Credit Agricole
510
Credit Agricole
France
-$106K -1,856 Closed
TLA
511
Tanglewood Legacy Advisors
Texas
-$85.7K -1,500 Closed
Skandinaviska Enskilda Banken (SEB)
512
Skandinaviska Enskilda Banken (SEB)
Sweden
-$80K -1,400 Closed
LSA
513
Leonteq Securities AG
Switzerland
-$25.4K -445 Closed
WTG
514
West Tower Group
Virginia
-$23K -402 Closed
RTC
515
Riverview Trust Company
Washington
-$13.7K -239 Closed
SC
516
SouthState Corp
Florida
-$10.5K -184 Closed
CWP
517
Concord Wealth Partners
Virginia
-$4.68K -82 Closed
CAL
518
Capital Analysts LLC
Pennsylvania
-$4K -78 Closed
CCM
519
Copeland Capital Management
Pennsylvania
-$2.97K -52 Closed
MFT
520
Moisand Fitzgerald Tamayo
Florida
-$2.63K -46 Closed
ICM
521
Intrepid Capital Management
Florida
-$2.46K -43 Closed
AWA
522
Authentikos Wealth Advisory
California
-$2.4K -42 Closed
HL
523
HeadInvest LLC
Maine
-$1.39K -25 Closed
EARNEST Partners
524
EARNEST Partners
Georgia
-$1.37K -24 Closed
GJIA
525
Glass Jacobson Investment Advisors
Maryland
-$515 -9 Closed

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.