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Scansource

153 hedge funds and large institutions have $647M invested in Scansource in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% more ownership

Funds ownership: 96.19%97.18% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 164153 (-11)

14% less capital invested

Capital invested by funds: $756M → $647M (-$109M)

26% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 61

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $723K

Holders
153
Holders Change
-11
Holders Change %
-6.71%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
45
Reduced
61
Closed
28
Calls
Puts
$723K
Net Calls
-$723K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M -$431K -14,263 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$80M +$3.49M +115,678 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.6M +$1.43M +47,361 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$47.6M -$4.05M -134,025 -7%
Pzena Investment Management
5
Pzena Investment Management
New York
$41.9M -$891K -29,492 -2%
State Street
6
State Street
Massachusetts
$26.3M -$2.05K -68 -0%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$17M +$19.4M +642,752 New
LSV Asset Management
8
LSV Asset Management
Illinois
$15.9M -$1.23M -40,600 -6%
Charles Schwab
9
Charles Schwab
California
$15.6M -$408K -13,494 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$15.2M -$1.71M -56,762 -9%
Invesco
11
Invesco
Georgia
$14.9M +$709K +23,475 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$14M -$13.1M -434,672 -45%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$12.2M +$249K +8,258 +2%
PCMI
14
Paradigm Capital Management Inc
New York
$11.6M +$5.4M +178,594 +69%
PCM
15
Peregrine Capital Management
Minnesota
$8.84M +$3.52M +116,457 +53%
SGCIA
16
Smith Graham & Co Investment Advisors
Texas
$8.58M +$739K +24,459 +8%
Northern Trust
17
Northern Trust
Illinois
$8.25M -$95.2K -3,150 -1%
BCM
18
Bridgeway Capital Management
Texas
$7.96M +$103K +3,400 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.61M -$28K -927 -0.4%
Prudential Financial
20
Prudential Financial
New Jersey
$6.43M +$594K +19,670 +9%
Morgan Stanley
21
Morgan Stanley
New York
$5.73M -$1.4M -46,449 -18%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$5.69M -$22.5K -746 -0.3%
Norges Bank
23
Norges Bank
Norway
$5.6M
Ameriprise
24
Ameriprise
Minnesota
$4.87M -$93.1K -3,083 -2%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$4.54M -$2.52M -83,470 -33%

SCSC Hedge Fund Activity: Q3 2022 in Review

153 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q3 2022, worth a combined $647M — down 14% from $756M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SCSC and 17 opened new positions — a net loss of 11 holders — while 61 trimmed existing stakes and 45 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $19.4M. The largest seller was Fidelity Investments, cutting an estimated $13.1M.

  • 153 institutional investors held Scansource (SCSC) as of Q3 2022, down from 164 in Q2 2022.
  • Funds reported $647M of Scansource stock for Q3 2022, down 14% quarter-over-quarter.
  • 17 funds opened new Scansource positions in Q3 2022 and 28 closed out, a net change of -11 holders.
  • The largest Scansource buyer in Q3 2022 was Janus Henderson Group, an estimated $19.4M added.
  • The largest Scansource seller in Q3 2022 was Fidelity Investments, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2022.