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Scansource

164 hedge funds and large institutions have $756M invested in Scansource in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 150164 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 97.05%96.19% (-0.86%)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

13% less capital invested

Capital invested by funds: $864M → $756M (-$109M)

70% less call options, than puts

Call options by funds: $131K | Put options by funds: $436K

Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
54
Closed
11
Calls
$131K
Puts
$436K
Net Calls
-$305K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$154M +$1.44M +41,079 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$90.7M +$357K +10,175 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.7M +$3.2M +91,174 +5%
Victory Capital Management
4
Victory Capital Management
Texas
$60.3M -$6.9M -196,741 -9%
Pzena Investment Management
5
Pzena Investment Management
New York
$50.4M -$1.95M -55,749 -3%
State Street
6
State Street
Massachusetts
$31.1M +$89.3K +2,549 +0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$30M -$22.3M -635,915 -40%
LSV Asset Management
8
LSV Asset Management
Illinois
$20M -$493K -14,075 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$19.7M -$464K -13,251 -2%
Charles Schwab
10
Charles Schwab
California
$18.8M +$531K +15,155 +3%
Invesco
11
Invesco
Georgia
$16.8M -$3.5M -99,814 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14.1M +$35.7K +1,019 +0.2%
Northern Trust
13
Northern Trust
Illinois
$9.83M +$36.6K +1,043 +0.3%
SGCIA
14
Smith Graham & Co Investment Advisors
Texas
$9.35M -$105K -3,004 -1%
BCM
15
Bridgeway Capital Management
Texas
$9.27M
Morgan Stanley
16
Morgan Stanley
New York
$8.2M +$5.15M +146,865 +126%
PCMI
17
Paradigm Capital Management Inc
New York
$8.07M -$971K -27,700 -10%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$7.95M -$1.96M -56,000 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.82M -$111K -3,175 -1%
Prudential Financial
20
Prudential Financial
New Jersey
$6.97M -$503K -14,355 -6%
PCM
21
Peregrine Capital Management
Minnesota
$6.8M -$110K -3,143 -1%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$6.73M +$2.41M +68,885 +47%
Norges Bank
23
Norges Bank
Norway
$6.6M -$252K -7,187 -3%
Ameriprise
24
Ameriprise
Minnesota
$5.84M -$342K -9,755 -5%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.22M -$317K -9,035 -5%

SCSC Hedge Fund Activity: Q2 2022 in Review

164 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q2 2022, worth a combined $756M — down 13% from $864M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SCSC positions and 11 closed out — a net gain of 20 holders — while 50 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.15M. The largest seller was Fidelity Investments, cutting an estimated $22.3M.

  • 164 institutional investors held Scansource (SCSC) as of Q2 2022, up from 150 in Q1 2022.
  • Funds reported $756M of Scansource stock for Q2 2022, down 13% quarter-over-quarter.
  • 31 funds opened new Scansource positions in Q2 2022 and 11 closed out, a net change of +20 holders.
  • The largest Scansource buyer in Q2 2022 was Morgan Stanley, an estimated $5.15M added.
  • The largest Scansource seller in Q2 2022 was Fidelity Investments, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2022.