Scansource (SCSC)

• Market cap: $873M
• 1 day: -1.64%
• 5 days: -0.40%
• 1 month: -28.02%
• 3 months: -25.44%
• 6 months: -23.17%
• Year to date: -20.90%
• 1 year: -8.98%
• 5 years: 19.04%
• 10 years: 1.64%
• Sector: Industrials
• Industry: Computers & Peripheral Equipment & Software

About: ScanSource Inc provides value-added services for technology manufacturers and sells to resellers in specialty technology markets. The firm's operations are organized in two segments: Specialty Technology Solutions and Modern Communications and Cloud. It generates maximum revenue from the Specialty Technology Solutions segment. The Specialty Technology Solutions segment includes the company's business in mobility and barcode, POS, payments, security and networking technologies. Geographically, it derives a majority of revenue from the United States.

Employees: 2,300

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

16% more capital invested

Capital invested by funds: $1.17B [Q3] → $1.36B (+$192M) [Q4]

3.59% more ownership

Funds ownership: 102.1% [Q3] → 105.69% (+3.59%) [Q4]

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

4% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 67

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

1% less funds holding

Funds holding: 203 [Q3] → 200 (-3) [Q4]

31% less call options, than puts

Call options by funds: $43K | Put options by funds: $62K