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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B -$16.3M -270,341 -2%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$962M -$34.3M -570,479 -4%
BlackRock
3
BlackRock
New York
$934M -$24.4M -405,191 -3%
Morgan Stanley
4
Morgan Stanley
New York
$462M +$215M +3,574,755 +113%
Select Equity Group
5
Select Equity Group
New York
$336M -$1.58M -26,266 -0.5%
State Street
6
State Street
Massachusetts
$300M +$6.77M +112,409 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$299M +$1.96M +32,587 +0.8%
Fidelity International
8
Fidelity International
Bermuda
$286M -$22M -365,488 -8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$263M -$9.47M -157,368 -4%
Swedbank
10
Swedbank
Sweden
$217M +$6.98M +116,000 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$196M +$2.89M +47,976 +2%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$158M -$2.64M -43,893 -2%
TCAM
13
Turtle Creek Asset Management
Ontario, Canada
$153M -$9.64M -160,150 -7%
SP
14
Sarasin & Partners
United Kingdom
$150M -$4.72M -78,429 -3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$141M -$290K -4,822 -0.2%
Handelsbanken Fonder
16
Handelsbanken Fonder
Sweden
$131M +$602K +10,000 +0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$106M +$1.98M +32,900 +2%
CP
18
Coho Partners
Pennsylvania
$104M -$22.6M -375,624 -20%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$103M -$11.9M -197,091 -12%
Northern Trust
20
Northern Trust
Illinois
$99.9M +$738K +12,258 +0.8%
Norges Bank
21
Norges Bank
Norway
$92.3M -$6.34M -105,243 -7%
First Manhattan
22
First Manhattan
New York
$88.7M +$399K +6,631 +0.5%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$84.6M +$1.98M +32,874 +3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$81.1M +$52.8M +877,600 +286%
Ameriprise
25
Ameriprise
Minnesota
$80M +$51.4M +853,707 +271%

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.