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Service Corp International

407 hedge funds and large institutions have $6.17B invested in Service Corp International in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $2.69M

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

5% more funds holding

Funds holding: 388407 (+19)

0% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 130

1.63% less ownership

Funds ownership: 88.82%87.19% (-1.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less capital invested

Capital invested by funds: $7.48B → $6.17B (-$1.31B)

Holders
407
Holders Change
+19
Holders Change %
+4.9%
% of All Funds
8.97%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
74
Increased
130
Reduced
130
Closed
53
Calls
$3.99M
Puts
$2.69M
Net Calls
+$1.3M
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$670M +$31.6M +679,404 +4%
BlackRock
2
BlackRock
New York
$625M -$12.8M -275,976 -2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$437M -$1.13M -24,195 -0.2%
Select Equity Group
4
Select Equity Group
New York
$319M +$134M +2,873,251 +55%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$282M -$18.4M -394,876 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$258M -$50.8M -1,092,415 -14%
State Street
7
State Street
Massachusetts
$177M +$5.83M +125,428 +3%
Fidelity International
8
Fidelity International
Bermuda
$177M +$26.9M +577,642 +15%
Handelsbanken Fonder
9
Handelsbanken Fonder
Sweden
$111M -$13.5M -291,000 -9%
SP
10
Sarasin & Partners
United Kingdom
$109M +$3.93M +84,570 +3%
ClearBridge Investments
11
ClearBridge Investments
New York
$102M -$9.38M -201,764 -7%
First Manhattan
12
First Manhattan
New York
$102M -$87.5M -1,880,796 -42%
ACM
13
Atlanta Capital Management
Georgia
$102M -$44.6M -958,409 -27%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$93.8M +$9.1M +195,571 +9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$93.2M +$904K +19,428 +0.8%
Ameriprise
16
Ameriprise
Minnesota
$92.8M +$138K +2,973 +0.1%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$85.3M -$2.17M -46,703 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$82.5M -$38.7M -831,870 -28%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$80.3M +$3.6M +77,406 +4%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$80.1M -$1.32M -28,438 -1%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$78.1M -$8.15M -175,239 -8%
American Century Companies
22
American Century Companies
Missouri
$74.2M -$38.8M -834,534 -31%
Invesco
23
Invesco
Georgia
$68.9M -$22.8M -489,494 -22%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$62.1M +$20.8M +447,700 +39%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$61.3M -$7.02M -150,913 -9%

SCI Hedge Fund Activity: Q1 2020 in Review

407 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Service Corp International (SCI) for Q1 2020, worth a combined $6.17B — down 17% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SCI positions and 53 closed out — a net gain of 21 holders — while 130 added to existing stakes and 130 trimmed.

The largest buyer was Select Equity Group, adding an estimated $134M. The largest seller was First Manhattan, cutting an estimated $87.5M.

  • 407 institutional investors held Service Corp International (SCI) as of Q1 2020, up from 388 in Q4 2019.
  • Funds reported $6.17B of Service Corp International stock for Q1 2020, down 17% quarter-over-quarter.
  • 74 funds opened new Service Corp International positions in Q1 2020 and 53 closed out, a net change of +21 holders.
  • The largest Service Corp International buyer in Q1 2020 was Select Equity Group, an estimated $134M added.
  • The largest Service Corp International seller in Q1 2020 was First Manhattan, an estimated $87.5M sold.

Based on aggregated 13F filings for Q1 2020.