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Scansource

190 hedge funds and large institutions have $901M invested in Scansource in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 61

4% more funds holding

Funds holding: 182190 (+8)

5% more capital invested

Capital invested by funds: $862M → $901M (+$39.1M)

0.01% less ownership

Funds ownership: 97.87%97.87% (-0.01%)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $1.63M

Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
4.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
70
Reduced
61
Closed
12
Calls
$3K
Puts
$1.63M
Net Calls
-$1.63M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Tyers Asset Management
Texas
$86K
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$84K
Simplex Trading
153
Simplex Trading
Illinois
$82K +$85.1K +2,277 +6,697%
FMT
154
First Mercantile Trust
Tennessee
$75K -$28.8K -770 -27%
AIP
155
Ameritas Investment Partners
Nebraska
$75K
VHMC
156
Value Holdings Management Company
New York
$72K
UBS Group
157
UBS Group
Switzerland
$50K -$589K -15,760 -92%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$45K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$44K -$1.5K -40 -3%
VCM
160
Versant Capital Management
Arizona
$44K -$1.12K -30 -2%
OWA
161
One Wealth Advisors
California
$44K +$46.4K +1,241 New
QT
162
Quantamental Technologies
New York
$43K -$3.29K -88 -7%
HNB
163
Huntington National Bank
Ohio
$36K -$1.2K -32 -3%
OIA
164
OneDigital Investment Advisors
Kansas
$36K +$37.4K +1,000 New
LIA
165
LS Investment Advisors
Michigan
$27K
MOACM
166
Mutual of America Capital Management
New York
$26K +$3.51K +94 +15%
IRC
167
Investors Research Corp
Georgia
$25K +$26.2K +700 New
MAM
168
Meeder Asset Management
Ohio
$19K -$12.8K -343 -39%
Federated Hermes
169
Federated Hermes
Pennsylvania
$19K -$1.65K -44 -8%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$18K
AG
171
Advisor Group
Arizona
$16K +$15.7K +420 +1,556%
GWM
172
Geneos Wealth Management
Colorado
$14K
US Bancorp
173
US Bancorp
Minnesota
$12K
Loomis, Sayles & Company
174
Loomis, Sayles & Company
Massachusetts
$11K +$11.9K +318 New
RFC
175
Regions Financial Corp
Alabama
$8K +$7.21K +193 +1,016%

SCSC Hedge Fund Activity: Q1 2019 in Review

190 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q1 2019, worth a combined $901M — up 4.5% from $862M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SCSC positions and 12 closed out — a net gain of 8 holders — while 70 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $6.91M. The largest seller was Wellington Management Group, cutting an estimated $11M.

  • 190 institutional investors held Scansource (SCSC) as of Q1 2019, up from 182 in Q4 2018.
  • Funds reported $901M of Scansource stock for Q1 2019, up 4.5% quarter-over-quarter.
  • 20 funds opened new Scansource positions in Q1 2019 and 12 closed out, a net change of +8 holders.
  • The largest Scansource buyer in Q1 2019 was BlackRock, an estimated $6.91M added.
  • The largest Scansource seller in Q1 2019 was Wellington Management Group, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2019.