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Scansource

157 hedge funds and large institutions have $895M invested in Scansource in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.64% more ownership

Funds ownership: 96.81%98.45% (+1.6%)

1% more capital invested

Capital invested by funds: $883M → $895M (+$11.6M)

0% more call options, than puts

Call options by funds: $220K | Put options by funds: $220K

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

5% less funds holding

Funds holding: 165157 (-8)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
3.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
55
Reduced
60
Closed
22
Calls
$220K
Puts
$220K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M +$14.2M +415,034 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$110M +$8.63M +252,429 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$87.8M +$3.23M +94,480 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$76.8M +$469K +13,713 +0.6%
Pzena Investment Management
5
Pzena Investment Management
New York
$44.9M -$2.47M -72,185 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$37.1M -$408K -11,950 -1%
LSV Asset Management
7
LSV Asset Management
Illinois
$30.6M -$1.43M -41,892 -5%
Northern Trust
8
Northern Trust
Illinois
$26.9M +$156K +4,572 +0.6%
State Street
9
State Street
Massachusetts
$26.1M +$588K +17,196 +2%
Norges Bank
10
Norges Bank
Norway
$21.2M -$2.66M -77,936 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$18.9M -$369K -10,797 -2%
ACM
12
Atlanta Capital Management
Georgia
$16.5M -$336K -9,842 -2%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$12.9M +$131K +3,842 +1%
FAM
14
Fenimore Asset Management
New York
$12.2M +$1.16M +34,060 +11%
Charles Schwab
15
Charles Schwab
California
$11.9M +$947K +27,703 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.4M +$52.5K +1,536 +0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$11.3M -$806K -23,577 -7%
Prudential Financial
18
Prudential Financial
New Jersey
$8.97M -$1.47M -43,120 -15%
SGCIA
19
Smith Graham & Co Investment Advisors
Texas
$8.95M +$1.13M +33,000 +15%
Renaissance Technologies
20
Renaissance Technologies
New York
$8.17M +$3.29M +96,140 +72%
Deutsche Bank
21
Deutsche Bank
Germany
$7.66M +$3.05M +89,239 +71%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.97M +$154K +4,504 +2%
TCIM
23
TIAA CREF Investment Management
New York
$6.22M +$777K +22,750 +15%
PCMI
24
Paradigm Capital Management Inc
New York
$6.11M +$2.04M +59,735 +53%
PCM
25
Peregrine Capital Management
Minnesota
$6.07M +$5.83M +170,630 New

SCSC Hedge Fund Activity: Q1 2018 in Review

157 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q1 2018, worth a combined $895M — up 1.3% from $883M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SCSC and 15 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 55 added.

The largest buyer was BlackRock, adding an estimated $14.2M. The largest seller was AQR Capital Management, cutting an estimated $4.35M.

  • 157 institutional investors held Scansource (SCSC) as of Q1 2018, down from 165 in Q4 2017.
  • Funds reported $895M of Scansource stock for Q1 2018, up 1.3% quarter-over-quarter.
  • 15 funds opened new Scansource positions in Q1 2018 and 22 closed out, a net change of -7 holders.
  • The largest Scansource buyer in Q1 2018 was BlackRock, an estimated $14.2M added.
  • The largest Scansource seller in Q1 2018 was AQR Capital Management, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2018.