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Scansource

168 hedge funds and large institutions have $808M invested in Scansource in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 60

1.29% less ownership

Funds ownership: 97.87%96.57% (-1.3%)

10% less capital invested

Capital invested by funds: $901M → $808M (-$92.9M)

12% less funds holding

Funds holding: 190168 (-22)

58% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 31

97% less call options, than puts

Call options by funds: $26K | Put options by funds: $968K

Holders
168
Holders Change
-22
Holders Change %
-11.58%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
62
Reduced
60
Closed
31
Calls
$26K
Puts
$968K
Net Calls
-$942K
Net Calls Change
+$687K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$4.31M +126,831 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.6M +$264K +7,773 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$69.7M +$222K +6,529 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$56.4M +$45.4K +1,335 +0.1%
Pzena Investment Management
5
Pzena Investment Management
New York
$40.6M +$5.45M +160,303 +15%
State Street
6
State Street
Massachusetts
$27M +$741K +21,793 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$26.1M -$302K -8,900 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$22.3M +$472K +13,890 +2%
Norges Bank
9
Norges Bank
Norway
$15.6M
Charles Schwab
10
Charles Schwab
California
$14.9M +$42.5K +1,250 +0.3%
Victory Capital Management
11
Victory Capital Management
Texas
$14.8M +$13.8M +406,441 +843%
Northern Trust
12
Northern Trust
Illinois
$13.7M -$11.8M -345,928 -45%
ACM
13
Atlanta Capital Management
Georgia
$13.4M -$611K -17,984 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.9M +$119K +3,488 +0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11M +$445K +13,093 +4%
Prudential Financial
16
Prudential Financial
New Jersey
$10.2M -$159K -4,687 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.9M -$122K -3,592 -1%
Invesco
18
Invesco
Georgia
$9.8M +$2.69M +79,153 +36%
SGCIA
19
Smith Graham & Co Investment Advisors
Texas
$8.74M +$817K +24,040 +10%
PCM
20
Peregrine Capital Management
Minnesota
$7.94M -$42.8K -1,258 -0.5%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$7.49M -$17.6K -517 -0.2%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.8M -$13.7K -402 -0.2%
Ameriprise
23
Ameriprise
Minnesota
$6.46M -$1.65M -48,541 -20%
FP
24
Foundry Partners
Minnesota
$5.97M +$616K +18,130 +11%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$5.78M -$240K -7,055 -4%

SCSC Hedge Fund Activity: Q2 2019 in Review

168 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q2 2019, worth a combined $808M — down 10% from $901M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SCSC and 13 opened new positions — a net loss of 18 holders — while 60 trimmed existing stakes and 62 added.

The largest buyer was Victory Capital Management, adding an estimated $13.8M. The largest seller was Northern Trust, cutting an estimated $11.8M.

  • 168 institutional investors held Scansource (SCSC) as of Q2 2019, down from 190 in Q1 2019.
  • Funds reported $808M of Scansource stock for Q2 2019, down 10% quarter-over-quarter.
  • 13 funds opened new Scansource positions in Q2 2019 and 31 closed out, a net change of -18 holders.
  • The largest Scansource buyer in Q2 2019 was Victory Capital Management, an estimated $13.8M added.
  • The largest Scansource seller in Q2 2019 was Northern Trust, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2019.