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Scansource

176 hedge funds and large institutions have $934M invested in Scansource in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

13% more funds holding

Funds holding: 156176 (+20)

5% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 62

8% less capital invested

Capital invested by funds: $1.02B → $934M (-$82.4M)

Holders
176
Holders Change
+20
Holders Change %
+12.82%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
59
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M -$3.16M -80,418 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$82.1M +$2.12M +54,087 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$80.9M +$6.31M +160,822 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$76.8M +$1.12M +28,514 +1%
BFA
5
BlackRock Fund Advisors
California
$61.5M +$66.9K +1,705 +0.1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$44.5M -$29M -739,467 -38%
Pzena Investment Management
7
Pzena Investment Management
New York
$34.3M +$19.1M +487,722 +111%
FMI
8
Fiduciary Management Inc
Wisconsin
$26.1M -$33.7M -858,675 -55%
BIT
9
BlackRock Institutional Trust
California
$25.3M -$849K -21,631 -3%
ACM
10
Atlanta Capital Management
Georgia
$21.2M +$289K +7,374 +1%
State Street
11
State Street
Massachusetts
$20.9M -$304K -7,753 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18M +$22.2K +565 +0.1%
Northern Trust
13
Northern Trust
Illinois
$16.7M -$120K -3,045 -0.7%
GT
14
Glenmede Trust
Pennsylvania
$16.2M +$895K +22,788 +5%
LCP
15
Lombardia Capital Partners
California
$15.4M -$7.77M -197,889 -32%
RA
16
Royce & Associates
New York
$13.7M -$3.68M -93,651 -20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$10.9M +$69.5K +1,770 +0.6%
Norges Bank
18
Norges Bank
Norway
$10.5M +$211K +5,381 +2%
USAA
19
United Services Automobile Association
Texas
$10.1M -$350K -8,920 -3%
FAM
20
Fenimore Asset Management
New York
$9.46M +$62.8K +1,600 +0.6%
KCM
21
Kennedy Capital Management
Missouri
$7.11M -$1.68M -42,711 -18%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.93M +$47.2K +1,201 +0.6%
Prudential Financial
23
Prudential Financial
New Jersey
$6.8M -$489K -12,460 -6%
Charles Schwab
24
Charles Schwab
California
$6.76M +$287K +7,298 +4%
Ameriprise
25
Ameriprise
Minnesota
$5.98M -$782K -19,929 -11%

SCSC Hedge Fund Activity: Q2 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q2 2016, worth a combined $934M — down 8.1% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCSC positions and 6 closed out — a net gain of 23 holders — while 59 added to existing stakes and 62 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $19.1M. The largest seller was Fiduciary Management Inc, cutting an estimated $33.7M.

  • 176 institutional investors held Scansource (SCSC) as of Q2 2016, up from 156 in Q1 2016.
  • Funds reported $934M of Scansource stock for Q2 2016, down 8.1% quarter-over-quarter.
  • 29 funds opened new Scansource positions in Q2 2016 and 6 closed out, a net change of +23 holders.
  • The largest Scansource buyer in Q2 2016 was Pzena Investment Management, an estimated $19.1M added.
  • The largest Scansource seller in Q2 2016 was Fiduciary Management Inc, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2016.