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Scansource

160 hedge funds and large institutions have $1.12B invested in Scansource in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $897K | Put options by funds: $209K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

0% more funds holding

Funds holding: 160160 (0)

6% less capital invested

Capital invested by funds: $1.19B → $1.12B (-$67.7M)

Holders
160
Holders Change
Holders Change %
0%
% of All Funds
4.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
61
Reduced
54
Closed
15
Calls
$897K
Puts
$209K
Net Calls
+$688K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$121M -$21.6M -548,425 -16%
FMI
2
Fiduciary Management Inc
Wisconsin
$78.2M -$618K -15,699 -0.8%
RA
3
Royce & Associates
New York
$73M +$29.5M +748,100 +72%
Vanguard Group
4
Vanguard Group
Pennsylvania
$72.7M +$3.41M +86,618 +5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$65.7M -$712K -18,085 -1%
BFA
6
BlackRock Fund Advisors
California
$62.9M +$443K +11,248 +0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$52.5M -$8.42M -213,798 -14%
FPA
8
First Pacific Advisors
California
$47.7M -$713K -18,100 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$44.2M +$4.23M +107,284 +11%
BIT
10
BlackRock Institutional Trust
California
$31.1M +$412K +10,449 +1%
LCP
11
Lombardia Capital Partners
California
$31M -$259K -6,571 -0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$29.9M -$3.98M -101,009 -12%
ACM
13
Atlanta Capital Management
Georgia
$25M -$132K -3,358 -0.5%
State Street
14
State Street
Massachusetts
$24.2M +$266K +6,747 +1%
Deutsche Bank
15
Deutsche Bank
Germany
$21.7M -$2.31M -58,701 -10%
Northern Trust
16
Northern Trust
Illinois
$19.2M +$408K +10,347 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$19M +$8.77M +222,779 +92%
KG
18
Killen Group
Pennsylvania
$15.3M -$5.58M -141,726 -27%
Prudential Financial
19
Prudential Financial
New Jersey
$14.1M +$1.92M +48,680 +16%
GAM
20
Gotham Asset Management
New York
$14M +$3.56M +90,441 +36%
Norges Bank
21
Norges Bank
Norway
$13.3M +$1.81M +46,000 +16%
KCM
22
Kennedy Capital Management
Missouri
$9.37M -$82.3K -2,089 -0.9%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$9.13M +$656K +16,665 +8%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.11M +$996K +25,296 +13%
NEI
25
Northwest & Ethical Investments
Ontario, Canada
$8.97M

SCSC Hedge Fund Activity: Q1 2014 in Review

160 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q1 2014, worth a combined $1.12B — down 5.7% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SCSC positions and 15 closed out — a net gain of 3 holders — while 61 added to existing stakes and 54 trimmed.

The largest buyer was Royce & Associates, adding an estimated $29.5M. The largest seller was Fidelity Investments, cutting an estimated $21.6M.

  • 160 institutional investors held Scansource (SCSC) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $1.12B of Scansource stock for Q1 2014, down 5.7% quarter-over-quarter.
  • 18 funds opened new Scansource positions in Q1 2014 and 15 closed out, a net change of +3 holders.
  • The largest Scansource buyer in Q1 2014 was Royce & Associates, an estimated $29.5M added.
  • The largest Scansource seller in Q1 2014 was Fidelity Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2014.