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Scansource
SCSC

Overview Fund Activity

202 hedge funds and large institutions have $1.15B invested in Scansource in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+22
Holders Change %
+12.22%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
68
Reduced
65
Closed
18
Calls
$134K
Puts
$34K
Net Calls
+$100K
Net Calls Change
+$162K

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$132M
2
American Century Companies
2
American Century Companies
Missouri
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.7M
4
WA
4
Wasatch Advisors
Utah
$52.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$10.1M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$2.37M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$24.7M
3
BlackRock
3
BlackRock
New York
$195M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$147M
5
Charles Schwab
5
Charles Schwab
California
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
176
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.8K – – –
C
177
Covestor
United Kingdom
$12K +$661 +14 +6%
AAP
178
Arax Advisory Partners
Colorado
$9.03K – – –
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$8.31K +$1.54K +32 +23%
EWA
180
EverSource Wealth Advisors
Alabama
$8.02K – – –
FHA
181
First Horizon Advisors
Tennessee
$6.82K +$1.3K +27 +23%
FFA
182
Farther Finance Advisors
California
$6.48K +$6.48K +135 New
WT
183
Whittier Trust
California
$6.1K – – –
CPA
184
Capital Performance Advisors
California
$5.81K +$5.81K +121 New
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$5.43K +$240 +5 +5%
QL
186
Quarry LP
New York
$3.65K -$288 -6 -7%
UB
187
UMB Bank
Missouri
$3.31K +$1.78K +37 +116%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$2.93K – – –
Bessemer Group
189
Bessemer Group
New Jersey
$2K +$2K +35 New
SAM
190
Smartleaf Asset Management
Massachusetts
$1.9K +$807 +17 +74%
RIL
191
Rothschild Investment LLC
Illinois
$1.68K +$1.2K +25 +250%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$817 – – –
PS
193
Principal Securities
Iowa
$576 -$144 -3 -20%
BWP
194
Baldwin Wealth Partners
Massachusetts
$432 +$432 +9 New
WWP
195
WR Wealth Planners
Missouri
$384 +$384 +8 New
BTI
196
Blue Trust Inc
Georgia
$310 +$310 +7 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$289 – – –
LFG
198
Larson Financial Group
Missouri
$288 – – –
AWM
199
Abound Wealth Management
Tennessee
$241 -$193 -4 -44%
HNB
200
Huntington National Bank
Ohio
$240 – – –
5 6 7
8
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