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Scansource

170 hedge funds and large institutions have $998M invested in Scansource in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $895M → $998M (+$104M)

8% more funds holding

Funds holding: 157170 (+13)

6% more call options, than puts

Call options by funds: $660K | Put options by funds: $620K

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

1.56% less ownership

Funds ownership: 98.45%96.89% (-1.6%)

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
55
Reduced
60
Closed
9
Calls
$660K
Puts
$620K
Net Calls
+$40K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M +$17.7M +469,872 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$123M -$1.38M -36,612 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$103M +$3.06M +81,060 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86.2M -$796K -21,114 -1%
Pzena Investment Management
5
Pzena Investment Management
New York
$49.3M -$1.47M -39,046 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$43M +$837K +22,212 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$33.2M -$1.44M -38,300 -4%
Northern Trust
8
Northern Trust
Illinois
$30.7M +$156K +4,138 +0.5%
State Street
9
State Street
Massachusetts
$29.4M -$133K -3,534 -0.5%
Norges Bank
10
Norges Bank
Norway
$21.2M -$2.64M -69,904 -12%
ACM
11
Atlanta Capital Management
Georgia
$18.3M -$417K -11,067 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.9M -$3.28M -86,925 -16%
Charles Schwab
13
Charles Schwab
California
$15.2M +$1.58M +41,980 +13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.9M +$8.82K +234 +0.1%
FAM
15
Fenimore Asset Management
New York
$12.7M -$1.07M -28,340 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12.4M -$358K -9,509 -3%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$10.3M -$3.99M -105,828 -29%
SGCIA
18
Smith Graham & Co Investment Advisors
Texas
$10.1M -$30.2K -800 -0.3%
Prudential Financial
19
Prudential Financial
New Jersey
$9.32M -$785K -20,830 -8%
Invesco
20
Invesco
Georgia
$8.78M +$2.07M +54,964 +34%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.03M +$122K +3,225 +2%
TCIM
22
TIAA CREF Investment Management
New York
$7.53M +$446K +11,843 +7%
PCMI
23
Paradigm Capital Management Inc
New York
$6.92M
Morgan Stanley
24
Morgan Stanley
New York
$6.32M +$2.49M +66,028 +73%
USAA
25
United Services Automobile Association
Texas
$6.21M +$884K +23,443 +18%

SCSC Hedge Fund Activity: Q2 2018 in Review

170 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q2 2018, worth a combined $998M — up 12% from $895M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCSC positions and 9 closed out — a net gain of 13 holders — while 55 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $17.7M. The largest seller was Renaissance Technologies, cutting an estimated $7.49M.

  • 170 institutional investors held Scansource (SCSC) as of Q2 2018, up from 157 in Q1 2018.
  • Funds reported $998M of Scansource stock for Q2 2018, up 12% quarter-over-quarter.
  • 22 funds opened new Scansource positions in Q2 2018 and 9 closed out, a net change of +13 holders.
  • The largest Scansource buyer in Q2 2018 was BlackRock, an estimated $17.7M added.
  • The largest Scansource seller in Q2 2018 was Renaissance Technologies, an estimated $7.49M sold.

Based on aggregated 13F filings for Q2 2018.