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Scansource

137 hedge funds and large institutions have $1.18B invested in Scansource in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

2% more capital invested

Capital invested by funds: $1.16B → $1.18B (+$28.2M)

4% less funds holding

Funds holding: 142137 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
60
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$117M -$13.9M -366,625 -11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$117M -$18.9K -500 -0%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$82.5M +$15.3M +402,569 +25%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$81.5M +$2.12M +56,046 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$80.3M +$4.09M +107,841 +6%
FMI
6
Fiduciary Management Inc
Wisconsin
$72.9M -$1.72M -45,340 -2%
BFA
7
BlackRock Fund Advisors
California
$67.4M +$2.76M +72,954 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.8M +$4.41M +116,296 +9%
FPA
9
First Pacific Advisors
California
$46.7M -$803K -21,200 -2%
LCP
10
Lombardia Capital Partners
California
$33.7M -$1.64M -43,388 -5%
QI
11
QV Investors
Alberta, Canada
$31.4M +$2.85M +75,100 +11%
BIT
12
BlackRock Institutional Trust
California
$29.8M +$648K +17,110 +2%
ACM
13
Atlanta Capital Management
Georgia
$23.1M -$69.3K -1,830 -0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.5M +$3.46M +91,270 +20%
Deutsche Bank
15
Deutsche Bank
Germany
$22.2M -$1.62M -42,706 -7%
State Street
16
State Street
Massachusetts
$22.1M -$500K -13,210 -2%
Northern Trust
17
Northern Trust
Illinois
$16.7M +$477K +12,594 +3%
KG
18
Killen Group
Pennsylvania
$15.3M +$873K +23,040 +7%
GT
19
Glenmede Trust
Pennsylvania
$14.8M +$181K +4,784 +1%
Norges Bank
20
Norges Bank
Norway
$12.6M -$650K -17,147 -5%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$11.8M +$90.7K +2,393 +0.8%
KCM
22
Kennedy Capital Management
Missouri
$10.7M +$2.06M +54,386 +26%
USAA
23
United Services Automobile Association
Texas
$10.6M +$553K +14,600 +6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.48M +$573K +15,129 +7%
NEI
25
Northwest & Ethical Investments
Ontario, Canada
$8.95M

SCSC Hedge Fund Activity: Q1 2015 in Review

137 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q1 2015, worth a combined $1.18B — up 2.4% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCSC and 11 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 60 added.

The largest buyer was Bank of New York Mellon, adding an estimated $15.3M. The largest seller was Royce & Associates, cutting an estimated $13.9M.

  • 137 institutional investors held Scansource (SCSC) as of Q1 2015, down from 142 in Q4 2014.
  • Funds reported $1.18B of Scansource stock for Q1 2015, up 2.4% quarter-over-quarter.
  • 11 funds opened new Scansource positions in Q1 2015 and 15 closed out, a net change of -4 holders.
  • The largest Scansource buyer in Q1 2015 was Bank of New York Mellon, an estimated $15.3M added.
  • The largest Scansource seller in Q1 2015 was Royce & Associates, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2015.