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Scansource

182 hedge funds and large institutions have $862M invested in Scansource in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more funds holding

Funds holding: 169182 (+13)

0.58% more ownership

Funds ownership: 97.29%97.87% (+0.58%)

11% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 62

13% less capital invested

Capital invested by funds: $993M → $862M (-$132M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
55
Reduced
62
Closed
16
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$555K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$155M +$6.13M +162,714 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$91.3M +$1.93M +51,132 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.1M +$190K +5,057 +0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$66.7M -$23.5M -625,068 -24%
Pzena Investment Management
5
Pzena Investment Management
New York
$41.6M -$234K -6,222 -0.5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$33.2M -$1.71M -45,324 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$27.8M -$82.9K -2,200 -0.3%
State Street
8
State Street
Massachusetts
$27.3M +$407K +10,814 +1%
Northern Trust
9
Northern Trust
Illinois
$25.6M +$238K +6,308 +0.9%
Norges Bank
10
Norges Bank
Norway
$18.9M
ACM
11
Atlanta Capital Management
Georgia
$15.2M -$179K -4,758 -1%
Charles Schwab
12
Charles Schwab
California
$13.5M -$350K -9,292 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$12.5M +$1.42M +37,833 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11M -$422K -11,204 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.9M -$1.15M -30,529 -9%
Prudential Financial
16
Prudential Financial
New Jersey
$10M +$3.41M +90,639 +45%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$8.89M +$47.6K +1,265 +0.5%
SGCIA
18
Smith Graham & Co Investment Advisors
Texas
$8.49M -$480K -12,750 -5%
PCM
19
Peregrine Capital Management
Minnesota
$8.46M +$3.07M +81,583 +50%
Invesco
20
Invesco
Georgia
$8.2M +$261K +6,933 +3%
FAM
21
Fenimore Asset Management
New York
$7.95M -$2.36M -62,655 -21%
Ameriprise
22
Ameriprise
Minnesota
$7.31M +$1.46M +38,751 +22%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.24M +$147K +3,902 +2%
CIA
24
CCM Investment Advisers
South Carolina
$6.07M +$3.71M +98,458 +126%
Bank of America
25
Bank of America
North Carolina
$5.67M -$800K -21,250 -11%

SCSC Hedge Fund Activity: Q4 2018 in Review

182 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q4 2018, worth a combined $862M — down 13% from $993M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCSC positions and 16 closed out — a net gain of 13 holders — while 55 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $6.13M. The largest seller was Fidelity Investments, cutting an estimated $23.5M.

  • 182 institutional investors held Scansource (SCSC) as of Q4 2018, up from 169 in Q3 2018.
  • Funds reported $862M of Scansource stock for Q4 2018, down 13% quarter-over-quarter.
  • 29 funds opened new Scansource positions in Q4 2018 and 16 closed out, a net change of +13 holders.
  • The largest Scansource buyer in Q4 2018 was BlackRock, an estimated $6.13M added.
  • The largest Scansource seller in Q4 2018 was Fidelity Investments, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2018.