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Scansource

143 hedge funds and large institutions have $554M invested in Scansource in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

5.43% more ownership

Funds ownership: 96.7%102.13% (+5.4%)

8% less funds holding

Funds holding: 156143 (-13)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

39% less capital invested

Capital invested by funds: $903M → $554M (-$349M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $325K

Holders
143
Holders Change
-13
Holders Change %
-8.33%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
50
Reduced
44
Closed
34
Calls
Puts
$325K
Net Calls
-$325K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.3M -$7.47M -255,879 -5%
Victory Capital Management
2
Victory Capital Management
Texas
$64.6M +$47.1M +1,612,441 +115%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59.5M +$1.97M +67,579 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.8M -$480K -16,453 -0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$37.8M +$1.02M +35,000 +2%
Pzena Investment Management
6
Pzena Investment Management
New York
$32.8M +$2.05M +70,156 +5%
State Street
7
State Street
Massachusetts
$20.3M +$2.51M +85,897 +10%
LSV Asset Management
8
LSV Asset Management
Illinois
$18.7M +$3.41M +116,800 +15%
JP Morgan Chase
9
JP Morgan Chase
New York
$15.3M +$19.3M +660,126 +1,156%
Charles Schwab
10
Charles Schwab
California
$11.1M +$1.78M +60,844 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.36M +$633K +21,708 +5%
Norges Bank
12
Norges Bank
Norway
$9.19M -$481K -16,479 -4%
Northern Trust
13
Northern Trust
Illinois
$7.43M -$2.16M -74,135 -18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.54M -$793K -27,180 -8%
Prudential Financial
15
Prudential Financial
New Jersey
$5.76M +$65.9K +2,259 +0.8%
Invesco
16
Invesco
Georgia
$5.33M -$857K -29,375 -11%
SGCIA
17
Smith Graham & Co Investment Advisors
Texas
$5.06M -$702K -24,057 -9%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.03M -$2.55M -87,553 -27%
AQR Capital Management
19
AQR Capital Management
Connecticut
$4.94M -$382K -13,082 -5%
Ameriprise
20
Ameriprise
Minnesota
$4.58M +$1.32M +45,310 +27%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$4.36M +$502K +17,190 +9%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$4.21M -$880K -30,168 -14%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.15M -$231K -7,929 -4%
FP
24
Foundry Partners
Minnesota
$4.15M -$869K -29,770 -13%
BCM
25
Bridgeway Capital Management
Texas
$3.1M -$817K -28,000 -16%

SCSC Hedge Fund Activity: Q1 2020 in Review

143 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q1 2020, worth a combined $554M — down 39% from $903M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SCSC and 22 opened new positions — a net loss of 12 holders — while 44 trimmed existing stakes and 50 added.

The largest buyer was Victory Capital Management, adding an estimated $47.1M. The largest seller was Atlanta Capital Management, exiting entirely with an estimated $15.9M sold.

  • 143 institutional investors held Scansource (SCSC) as of Q1 2020, down from 156 in Q4 2019.
  • Funds reported $554M of Scansource stock for Q1 2020, down 39% quarter-over-quarter.
  • 22 funds opened new Scansource positions in Q1 2020 and 34 closed out, a net change of -12 holders.
  • The largest Scansource buyer in Q1 2020 was Victory Capital Management, an estimated $47.1M added.
  • The largest Scansource seller in Q1 2020 was Atlanta Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2020.