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Scansource

159 hedge funds and large institutions have $981M invested in Scansource in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $208K | Put options by funds: $67K

2% less funds holding

Funds holding: 163159 (-4)

9% less capital invested

Capital invested by funds: $1.08B → $981M (-$98.8M)

22% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 67

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
52
Reduced
67
Closed
16
Calls
$208K
Puts
$67K
Net Calls
+$141K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$97.4M -$5.01M -134,164 -5%
RA
2
Royce & Associates
New York
$96.5M +$19.7M +526,808 +23%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$70.2M +$16.4M +439,700 +28%
FMI
4
Fiduciary Management Inc
Wisconsin
$66.5M -$981K -26,275 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$63.8M +$1.22M +32,676 +2%
BFA
6
BlackRock Fund Advisors
California
$49.7M -$1.64M -43,907 -3%
FPA
7
First Pacific Advisors
California
$40.5M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$40.2M +$1.09M +29,223 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$35M -$689K -18,440 -2%
LCP
10
Lombardia Capital Partners
California
$31.1M -$34.8K -933 -0.1%
BIT
11
BlackRock Institutional Trust
California
$25M -$1.41M -37,787 -5%
QI
12
QV Investors
Alberta, Canada
$24.1M +$34.4K +920 +0.1%
Deutsche Bank
13
Deutsche Bank
Germany
$20.8M +$3.95M +105,671 +21%
ACM
14
Atlanta Capital Management
Georgia
$20.3M -$316K -8,468 -1%
State Street
15
State Street
Massachusetts
$19M -$1.02M -27,325 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.8M -$813K -21,758 -4%
Northern Trust
17
Northern Trust
Illinois
$14.5M +$590K +15,786 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$14.1M -$4.4M -117,942 -22%
KG
19
Killen Group
Pennsylvania
$12.4M -$1.49K -40 -0%
Norges Bank
20
Norges Bank
Norway
$11.3M -$12.2M -326,323 -50%
USAA
21
United Services Automobile Association
Texas
$8.31M +$1.74M +46,600 +24%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$7.78M +$767K +20,550 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.62M +$19.4K +520 +0.2%
NEI
24
Northwest & Ethical Investments
Ontario, Canada
$7.61M
KCM
25
Kennedy Capital Management
Missouri
$7.36M -$96.5K -2,584 -1%

SCSC Hedge Fund Activity: Q3 2014 in Review

159 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q3 2014, worth a combined $981M — down 9.1% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SCSC and 12 opened new positions — a net loss of 4 holders — while 67 trimmed existing stakes and 52 added.

The largest buyer was Royce & Associates, adding an estimated $19.7M. The largest seller was Norges Bank, cutting an estimated $12.2M.

  • 159 institutional investors held Scansource (SCSC) as of Q3 2014, down from 163 in Q2 2014.
  • Funds reported $981M of Scansource stock for Q3 2014, down 9.1% quarter-over-quarter.
  • 12 funds opened new Scansource positions in Q3 2014 and 16 closed out, a net change of -4 holders.
  • The largest Scansource buyer in Q3 2014 was Royce & Associates, an estimated $19.7M added.
  • The largest Scansource seller in Q3 2014 was Norges Bank, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2014.