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Scansource

169 hedge funds and large institutions have $993M invested in Scansource in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

0.4% more ownership

Funds ownership: 96.89%97.29% (+0.4%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less capital invested

Capital invested by funds: $998M → $993M (-$5.19M)

1% less funds holding

Funds holding: 170169 (-1)

93% less call options, than puts

Call options by funds: $40K | Put options by funds: $598K

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
68
Reduced
53
Closed
13
Calls
$40K
Puts
$598K
Net Calls
-$558K
Net Calls Change
-$598K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M +$9.15M +223,609 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$2.27M +55,485 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M -$20.2M -493,788 -16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$85.8M +$496K +12,111 +0.6%
Pzena Investment Management
5
Pzena Investment Management
New York
$48.5M -$327K -8,000 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$40.4M -$2.2M -53,790 -5%
LSV Asset Management
7
LSV Asset Management
Illinois
$32.4M -$442K -10,800 -1%
State Street
8
State Street
Massachusetts
$31.2M +$2.18M +53,194 +7%
Northern Trust
9
Northern Trust
Illinois
$29.5M -$896K -21,894 -3%
Norges Bank
10
Norges Bank
Norway
$21.9M +$991K +24,213 +5%
ACM
11
Atlanta Capital Management
Georgia
$17.8M -$276K -6,734 -1%
Charles Schwab
12
Charles Schwab
California
$16M +$1.03M +25,277 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M -$3.9M -95,307 -21%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.2M +$499K +12,183 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.9M +$657K +16,054 +5%
FAM
16
Fenimore Asset Management
New York
$11.7M -$878K -21,465 -7%
SGCIA
17
Smith Graham & Co Investment Advisors
Texas
$10.4M +$364K +8,898 +4%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$10.3M +$42.9K +1,049 +0.4%
Invesco
19
Invesco
Georgia
$9.24M +$567K +13,844 +6%
Principal Financial Group
20
Principal Financial Group
Iowa
$8.25M +$304K +7,434 +4%
Prudential Financial
21
Prudential Financial
New Jersey
$8.04M -$1.22M -29,792 -13%
Bank of America
22
Bank of America
North Carolina
$7.43M +$2.42M +59,105 +46%
Ameriprise
23
Ameriprise
Minnesota
$6.94M +$1.2M +29,269 +20%
PCMI
24
Paradigm Capital Management Inc
New York
$6.86M
PCM
25
Peregrine Capital Management
Minnesota
$6.57M +$1.04M +25,463 +18%

SCSC Hedge Fund Activity: Q3 2018 in Review

169 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q3 2018, worth a combined $993M — down 0.52% from $998M a quarter earlier.

Fund positioning in SCSC was balanced in Q3 2018: 13 funds opened new positions, 13 closed out, 68 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $9.15M. The largest seller was Fidelity Investments, cutting an estimated $20.2M.

  • 169 institutional investors held Scansource (SCSC) as of Q3 2018, down from 170 in Q2 2018.
  • Funds reported $993M of Scansource stock for Q3 2018, down 0.52% quarter-over-quarter.
  • 13 funds opened new Scansource positions in Q3 2018 and 13 closed out, a net change of 0 holders.
  • The largest Scansource buyer in Q3 2018 was BlackRock, an estimated $9.15M added.
  • The largest Scansource seller in Q3 2018 was Fidelity Investments, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2018.