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Scansource

164 hedge funds and large institutions have $756M invested in Scansource in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
54
Closed
11
Calls
$131K
Puts
$436K
Net Calls
-$305K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +61 New
MCM
152
Manchester Capital Management
Vermont
$1K
Bessemer Group
153
Bessemer Group
New Jersey
$1K
PA
154
Parallel Advisors
California
$1K
QCG
155
Quadrant Capital Group
Ohio
$1K +$294 +10 +42%
GWS
156
Glassman Wealth Services
Virginia
$1K +$682 +15 +214%
GRP
157
Global Retirement Partners
California
$1K +$1K +18 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$1K +$1K +42 New
FSWA
159
Financial Synergies Wealth Advisors
Texas
$250 +$250 +8 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$203 -$29 -839 -12%
SWA
161
Sutton Wealth Advisors
Florida
$125 +$125 +4 New
Franklin Resources
162
Franklin Resources
California
-$653K -18,794 Closed
Lido Advisors
163
Lido Advisors
California
-$403K -11,606 Closed
RA
164
Royce & Associates
New York
-$372K -10,696 Closed
Citadel Advisors
165
Citadel Advisors
Florida
-$272K -7,825 Closed
CC
166
Corton Capital
Ontario, Canada
-$231K -6,643 Closed
Simplex Trading
167
Simplex Trading
Illinois
-$86K -2,486 Closed
SPIA
168
Steward Partners Investment Advisory
New York
-$45K -1,300 Closed
SOW
169
State of Wyoming
Wyoming
-$34K -975 Closed
GWM
170
Geneos Wealth Management
Colorado
-$13K -400 Closed
Group One Trading
171
Group One Trading
Illinois
-$6K -162 Closed