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Scansource

157 hedge funds and large institutions have $897M invested in Scansource in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $934M → $897M (-$36.5M)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

11% less funds holding

Funds holding: 176157 (-19)

63% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 30

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $523K

Holders
157
Holders Change
-19
Holders Change %
-10.8%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
60
Closed
30
Calls
Puts
$523K
Net Calls
-$523K
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M -$1.58M -40,496 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$81.9M +$1.16M +29,781 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79.4M -$176K -4,518 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$78.1M +$2.72M +69,745 +3%
BFA
5
BlackRock Fund Advisors
California
$65.3M +$5.1M +130,895 +8%
Pzena Investment Management
6
Pzena Investment Management
New York
$39.3M +$5.89M +151,161 +16%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$32.2M -$12.4M -318,069 -27%
BIT
8
BlackRock Institutional Trust
California
$25.1M +$195K +5,014 +0.7%
FMI
9
Fiduciary Management Inc
Wisconsin
$24.8M -$979K -25,125 -4%
State Street
10
State Street
Massachusetts
$20.7M +$171K +4,392 +0.8%
ACM
11
Atlanta Capital Management
Georgia
$19.9M -$1.09M -27,880 -5%
RA
12
Royce & Associates
New York
$17.1M +$3.92M +100,573 +27%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.1M -$672K -17,248 -4%
Northern Trust
14
Northern Trust
Illinois
$16.6M +$238K +6,120 +1%
GT
15
Glenmede Trust
Pennsylvania
$16M +$51.7K +1,328 +0.3%
LCP
16
Lombardia Capital Partners
California
$15.7M +$625K +16,029 +4%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$13.2M +$14.1M +361,947 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$10.9M +$193K +4,966 +2%
FAM
19
Fenimore Asset Management
New York
$10.4M +$1.12M +28,625 +11%
Norges Bank
20
Norges Bank
Norway
$9.9M
USAA
21
United Services Automobile Association
Texas
$9.78M -$189K -4,840 -2%
Charles Schwab
22
Charles Schwab
California
$7.01M +$381K +9,788 +5%
Principal Financial Group
23
Principal Financial Group
Iowa
$6.84M +$25.6K +656 +0.4%
SGCIA
24
Smith Graham & Co Investment Advisors
Texas
$5.78M +$693K +17,791 +13%
Prudential Financial
25
Prudential Financial
New Jersey
$5.74M -$1.01M -26,018 -14%

SCSC Hedge Fund Activity: Q3 2016 in Review

157 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q3 2016, worth a combined $897M — down 3.9% from $934M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SCSC and 11 opened new positions — a net loss of 19 holders — while 60 trimmed existing stakes and 57 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $14.1M. The largest seller was Bank of New York Mellon, cutting an estimated $12.4M.

  • 157 institutional investors held Scansource (SCSC) as of Q3 2016, down from 176 in Q2 2016.
  • Funds reported $897M of Scansource stock for Q3 2016, down 3.9% quarter-over-quarter.
  • 11 funds opened new Scansource positions in Q3 2016 and 30 closed out, a net change of -19 holders.
  • The largest Scansource buyer in Q3 2016 was Nordea Investment Management, an estimated $14.1M added.
  • The largest Scansource seller in Q3 2016 was Bank of New York Mellon, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2016.