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Scansource

127 hedge funds and large institutions have $482M invested in Scansource in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% less ownership

Funds ownership: 97.04%95.74% (-1.3%)

8% less funds holding

Funds holding: 138127 (-11)

19% less capital invested

Capital invested by funds: $593M → $482M (-$111M)

29% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 55

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

84% less call options, than puts

Call options by funds: $3K | Put options by funds: $19K

Holders
127
Holders Change
-11
Holders Change %
-7.97%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
39
Reduced
55
Closed
19
Calls
$3K
Puts
$19K
Net Calls
-$16K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90.1M -$56.8K -2,507 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.3M -$2.13M -94,118 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M -$373K -16,438 -0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$37.6M +$2.9M +127,931 +7%
Pzena Investment Management
5
Pzena Investment Management
New York
$32.2M +$2.2M +97,051 +6%
Victory Capital Management
6
Victory Capital Management
Texas
$29.7M -$507K -22,375 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$20.8M -$1.73M -76,317 -7%
State Street
8
State Street
Massachusetts
$18.1M -$818K -36,103 -4%
LSV Asset Management
9
LSV Asset Management
Illinois
$17.1M -$787K -34,700 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.23M +$487K +21,495 +5%
Charles Schwab
11
Charles Schwab
California
$8.96M -$251K -11,077 -2%
Northern Trust
12
Northern Trust
Illinois
$8.31M -$301K -13,270 -3%
Norges Bank
13
Norges Bank
Norway
$7.76M -$865K -38,142 -9%
Prudential Financial
14
Prudential Financial
New Jersey
$6.04M +$329K +14,526 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.68M -$299K -13,182 -4%
SGCIA
16
Smith Graham & Co Investment Advisors
Texas
$5.57M +$727K +32,049 +13%
Invesco
17
Invesco
Georgia
$5M +$209K +9,205 +4%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.6M
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$4.36M +$511K +22,520 +11%
FP
20
Foundry Partners
Minnesota
$4.01M -$52.8K -2,330 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.94M -$19.8K -874 -0.4%
Ameriprise
22
Ameriprise
Minnesota
$3.7M +$27.6K +1,218 +0.7%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$3.18M +$364K +16,054 +11%
BCM
24
Bridgeway Capital Management
Texas
$2.88M
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.52M +$853K +37,612 +42%

SCSC Hedge Fund Activity: Q3 2020 in Review

127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q3 2020, worth a combined $482M — down 19% from $593M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SCSC and 8 opened new positions — a net loss of 11 holders — while 55 trimmed existing stakes and 39 added.

The largest buyer was Fidelity Investments, adding an estimated $2.9M. The largest seller was Vanguard Group, cutting an estimated $2.13M.

  • 127 institutional investors held Scansource (SCSC) as of Q3 2020, down from 138 in Q2 2020.
  • Funds reported $482M of Scansource stock for Q3 2020, down 19% quarter-over-quarter.
  • 8 funds opened new Scansource positions in Q3 2020 and 19 closed out, a net change of -11 holders.
  • The largest Scansource buyer in Q3 2020 was Fidelity Investments, an estimated $2.9M added.
  • The largest Scansource seller in Q3 2020 was Vanguard Group, an estimated $2.13M sold.

Based on aggregated 13F filings for Q3 2020.