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Scansource

162 hedge funds and large institutions have $721M invested in Scansource in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 160162 (+2)

3% more capital invested

Capital invested by funds: $703M → $721M (+$18.6M)

0.43% more ownership

Funds ownership: 95.45%95.87% (+0.43%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

76% less call options, than puts

Call options by funds: $109K | Put options by funds: $463K

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
58
Reduced
60
Closed
13
Calls
$109K
Puts
$463K
Net Calls
-$354K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M -$5.01M -167,007 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M -$757K -25,237 -0.7%
Victory Capital Management
3
Victory Capital Management
Texas
$59.3M -$312K -10,405 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.8M -$999K -33,309 -2%
Pzena Investment Management
5
Pzena Investment Management
New York
$54.7M +$3.62M +120,721 +7%
State Street
6
State Street
Massachusetts
$28.9M -$101K -3,359 -0.4%
Invesco
7
Invesco
Georgia
$19.6M +$714K +23,807 +4%
Charles Schwab
8
Charles Schwab
California
$18.8M +$700K +23,343 +4%
LSV Asset Management
9
LSV Asset Management
Illinois
$16.1M -$330K -11,000 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.7M +$392K +13,087 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$11.2M +$485K +16,188 +5%
Morgan Stanley
12
Morgan Stanley
New York
$11M +$1.09M +36,341 +11%
Northern Trust
13
Northern Trust
Illinois
$9.32M -$190K -6,344 -2%
SGCIA
14
Smith Graham & Co Investment Advisors
Texas
$9.28M -$86.5K -2,884 -0.9%
PCM
15
Peregrine Capital Management
Minnesota
$8.84M -$376K -12,522 -4%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$7.72M +$1.91M +63,700 +33%
Millennium Management
17
Millennium Management
New York
$7.68M +$5.19M +173,202 +216%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$7.35M +$3.46M +115,495 +91%
N
19
Nuveen
North Carolina
$7.02M -$535K -17,831 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.72M -$386K -12,871 -5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$6.38M +$210K +7,000 +3%
Norges Bank
22
Norges Bank
Norway
$5.58M -$830K -27,683 -13%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$5.55M +$2.84M +94,830 +107%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$5.26M +$490K +16,323 +10%
Ameriprise
25
Ameriprise
Minnesota
$5.13M +$37.5K +1,249 +0.7%

SCSC Hedge Fund Activity: Q3 2023 in Review

162 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q3 2023, worth a combined $721M — up 2.6% from $703M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCSC positions and 13 closed out — a net gain of 3 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.19M. The largest seller was Paradigm Capital Management Inc, exiting entirely with an estimated $7.8M sold.

  • 162 institutional investors held Scansource (SCSC) as of Q3 2023, up from 160 in Q2 2023.
  • Funds reported $721M of Scansource stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 16 funds opened new Scansource positions in Q3 2023 and 13 closed out, a net change of +3 holders.
  • The largest Scansource buyer in Q3 2023 was Millennium Management, an estimated $5.19M added.
  • The largest Scansource seller in Q3 2023 was Paradigm Capital Management Inc, an estimated $7.8M sold.

Based on aggregated 13F filings for Q3 2023.