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Scansource

160 hedge funds and large institutions have $703M invested in Scansource in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 94.24%95.45% (+1.2%)

3% less capital invested

Capital invested by funds: $726M → $703M (-$23.9M)

2% less funds holding

Funds holding: 163160 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

21% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 67

76% less call options, than puts

Call options by funds: $89K | Put options by funds: $364K

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
53
Reduced
67
Closed
11
Calls
$89K
Puts
$364K
Net Calls
-$275K
Net Calls Change
-$506K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$135M -$9.78M -338,402 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$8.69M +300,497 +9%
Victory Capital Management
3
Victory Capital Management
Texas
$58.1M +$4.67M +161,419 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.3M -$1.79M -61,759 -3%
Pzena Investment Management
5
Pzena Investment Management
New York
$49.8M -$1.47M -50,703 -3%
State Street
6
State Street
Massachusetts
$28.3M -$2.06M -71,311 -7%
Invesco
7
Invesco
Georgia
$18.4M -$2.58M -89,256 -13%
Charles Schwab
8
Charles Schwab
California
$17.7M +$264K +9,128 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$16M -$1.01M -34,800 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15M +$362K +12,510 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$10.4M -$6.99M -241,793 -41%
Morgan Stanley
12
Morgan Stanley
New York
$9.65M +$3.77M +130,450 +67%
Northern Trust
13
Northern Trust
Illinois
$9.27M -$47.3K -1,637 -0.5%
SGCIA
14
Smith Graham & Co Investment Advisors
Texas
$9.14M -$394K -13,626 -4%
PCM
15
Peregrine Capital Management
Minnesota
$8.99M -$363K -12,570 -4%
PCMI
16
Paradigm Capital Management Inc
New York
$7.8M -$6.28M -217,275 -45%
N
17
Nuveen
North Carolina
$7.37M +$2.25M +77,726 +45%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.93M -$120K -4,139 -2%
BCM
19
Bridgeway Capital Management
Texas
$6.6M +$30.5K +1,054 +0.5%
Norges Bank
20
Norges Bank
Norway
$6.26M
AQR Capital Management
21
AQR Capital Management
Connecticut
$6.01M -$166K -5,747 -3%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$5.65M +$1.14M +39,437 +26%
Ameriprise
23
Ameriprise
Minnesota
$4.97M -$143K -4,938 -3%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$4.64M -$567K -19,620 -11%
Goldman Sachs
25
Goldman Sachs
New York
$4.61M +$2.23M +77,113 +98%

SCSC Hedge Fund Activity: Q2 2023 in Review

160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q2 2023, worth a combined $703M — down 3.3% from $726M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SCSC and 9 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 53 added.

The largest buyer was Vanguard Group, adding an estimated $8.69M. The largest seller was BlackRock, cutting an estimated $9.78M.

  • 160 institutional investors held Scansource (SCSC) as of Q2 2023, down from 163 in Q1 2023.
  • Funds reported $703M of Scansource stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 9 funds opened new Scansource positions in Q2 2023 and 11 closed out, a net change of -2 holders.
  • The largest Scansource buyer in Q2 2023 was Vanguard Group, an estimated $8.69M added.
  • The largest Scansource seller in Q2 2023 was BlackRock, an estimated $9.78M sold.

Based on aggregated 13F filings for Q2 2023.