We are live on ! Find out more
SCSC icon

Scansource

185 hedge funds and large institutions have $985M invested in Scansource in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

97.1% more ownership

Funds ownership: 0%97.1% (+97%)

18% more funds holding

Funds holding: 157185 (+28)

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

10% more capital invested

Capital invested by funds: $897M → $985M (+$87.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
+28
Holders Change %
+17.83%
% of All Funds
4.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
64
Reduced
55
Closed
11
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M +$7.7M +206,983 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.4M +$1.87M +50,269 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$87.2M -$498K -13,371 -0.6%
BFA
4
BlackRock Fund Advisors
California
$82.4M +$9.45M +253,927 +14%
Pzena Investment Management
5
Pzena Investment Management
New York
$56.4M +$11.9M +321,099 +30%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$48.6M -$38.6M -1,037,266 -46%
BIT
7
BlackRock Institutional Trust
California
$27.9M +$154K +4,145 +0.6%
State Street
8
State Street
Massachusetts
$24.6M +$1.56M +41,959 +7%
ACM
9
Atlanta Capital Management
Georgia
$22.3M +$270K +7,249 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$22M +$2.87M +77,253 +17%
GT
11
Glenmede Trust
Pennsylvania
$21.6M +$3.6M +96,702 +22%
Northern Trust
12
Northern Trust
Illinois
$19.6M +$1.14M +30,575 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15M +$2.72M +73,169 +25%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$14.9M +$285K +7,664 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.6M -$19.4M -520,556 -59%
Norges Bank
16
Norges Bank
Norway
$13.5M +$1.86M +50,000 +18%
LCP
17
Lombardia Capital Partners
California
$13.3M -$3.75M -100,811 -23%
LSV Asset Management
18
LSV Asset Management
Illinois
$12.3M +$7.93M +213,128 +232%
FAM
19
Fenimore Asset Management
New York
$11.2M -$213K -5,725 -2%
Ameriprise
20
Ameriprise
Minnesota
$10.7M +$5.12M +137,696 +107%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$9.49M +$9.27M +249,064 +13,945%
Charles Schwab
22
Charles Schwab
California
$8.72M +$900K +24,181 +13%
RA
23
Royce & Associates
New York
$8.13M -$9.95M -267,328 -57%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.89M +$303K +8,146 +4%
Prudential Financial
25
Prudential Financial
New Jersey
$7.53M +$1.09M +29,316 +19%

SCSC Hedge Fund Activity: Q4 2016 in Review

185 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q4 2016, worth a combined $985M — up 9.7% from $897M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCSC positions and 11 closed out — a net gain of 30 holders — while 64 added to existing stakes and 55 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $11.9M. The largest seller was Wellington Management Group, cutting an estimated $38.6M.

  • 185 institutional investors held Scansource (SCSC) as of Q4 2016, up from 157 in Q3 2016.
  • Funds reported $985M of Scansource stock for Q4 2016, up 9.7% quarter-over-quarter.
  • 41 funds opened new Scansource positions in Q4 2016 and 11 closed out, a net change of +30 holders.
  • The largest Scansource buyer in Q4 2016 was Pzena Investment Management, an estimated $11.9M added.
  • The largest Scansource seller in Q4 2016 was Wellington Management Group, an estimated $38.6M sold.

Based on aggregated 13F filings for Q4 2016.