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Service Corp International

482 hedge funds and large institutions have $8.49B invested in Service Corp International in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 139 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 58

10% more call options, than puts

Call options by funds: $7.51M | Put options by funds: $6.81M

0% more funds holding

Funds holding: 481482 (+1)

2.22% less ownership

Funds ownership: 88.72%86.5% (-2.2%)

9% less capital invested

Capital invested by funds: $9.32B → $8.49B (-$828M)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 170

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
482
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
65
Increased
139
Reduced
170
Closed
58
Calls
$7.51M
Puts
$6.81M
Net Calls
+$706K
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$982M -$22.1M -330,892 -2%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$966M -$18.6M -278,306 -2%
BlackRock
3
BlackRock
New York
$880M -$13.3M -198,674 -1%
Select Equity Group
4
Select Equity Group
New York
$405M -$137M -2,049,321 -25%
Fidelity International
5
Fidelity International
Bermuda
$349M +$3.36M +50,264 +0.9%
State Street
6
State Street
Massachusetts
$277M -$9.18M -137,479 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$261M +$63.2M +946,420 +31%
Morgan Stanley
8
Morgan Stanley
New York
$207M -$1.05M -15,688 -0.5%
Swedbank
9
Swedbank
Sweden
$188M +$728K +10,900 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$180M +$8.14M +121,791 +5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$165M +$16.8M +251,230 +11%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$132M +$3.13M +46,820 +2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$128M -$1.78M -26,707 -1%
SP
14
Sarasin & Partners
United Kingdom
$122M -$207M -3,099,206 -62%
Handelsbanken Fonder
15
Handelsbanken Fonder
Sweden
$117M -$8.62M -129,100 -7%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$111M -$10.1M -151,314 -8%
TCAM
17
Turtle Creek Asset Management
Ontario, Canada
$108M +$4.02M +60,246 +4%
CP
18
Coho Partners
Pennsylvania
$107M +$22.6M +338,407 +26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$102M -$7.7M -115,324 -7%
Norges Bank
20
Norges Bank
Norway
$98.9M +$5.13M +76,777 +5%
Northern Trust
21
Northern Trust
Illinois
$91.3M +$13.8M +207,004 +17%
Macquarie Group
22
Macquarie Group
Australia
$83.1M -$1.09M -16,251 -1%
Axa
23
Axa
France
$77.5M +$25.7M +384,516 +47%
MIHAS
24
Maj Invest Holding A/S
Denmark
$74.8M -$1.8M -26,921 -2%
Capital International Investors
25
Capital International Investors
California
$68.3M +$70.7M +1,057,762 New

SCI Hedge Fund Activity: Q2 2023 in Review

482 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Service Corp International (SCI) for Q2 2023, worth a combined $8.49B — down 8.9% from $9.32B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCI positions and 58 closed out — a net gain of 7 holders — while 139 added to existing stakes and 170 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $70.7M. The largest seller was Sarasin & Partners, cutting an estimated $207M.

  • 482 institutional investors held Service Corp International (SCI) as of Q2 2023, up from 481 in Q1 2023.
  • Funds reported $8.49B of Service Corp International stock for Q2 2023, down 8.9% quarter-over-quarter.
  • 65 funds opened new Service Corp International positions in Q2 2023 and 58 closed out, a net change of +7 holders.
  • The largest Service Corp International buyer in Q2 2023 was Capital International Investors, an estimated $70.7M added.
  • The largest Service Corp International seller in Q2 2023 was Sarasin & Partners, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2023.