ACV Auctions
ACVA
148 hedge funds and large institutions have $955M invested in ACV Auctions in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 22 closing their positions.
109% more call options, than puts
Call options by funds: $580K | Put options by funds: $277K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
20% more capital invested
Capital invested by funds: $794M → $955M (+$160M)
5.52% more ownership
Funds ownership: 95.9% → 101.42% (+5.5%)
2% more funds holding
Funds holding: 145 → 148 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.1M |
| 2 |
SM
Senvest Management
New York
|
+$13.8M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$8.97M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$7.95M |
| 5 |
BlackRock
New York
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$17.8M |
| 2 |
ER
EVR Research
Richmond,
Virginia
|
-$6.29M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$4.37M |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$2.55M |
| 5 |
Millennium Management
New York
|
-$2.37M |
ACVA Hedge Fund Activity: Q4 2022 in Review
148 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q4 2022, worth a combined $955M — up 20% from $794M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ACVA positions and 22 closed out — a net gain of 5 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $39.1M. The largest seller was Weiss Multi-Strategy Advisers, cutting an estimated $17.8M.
- 148 institutional investors held ACV Auctions (ACVA) as of Q4 2022, up from 145 in Q3 2022.
- Funds reported $955M of ACV Auctions stock for Q4 2022, up 20% quarter-over-quarter.
- 27 funds opened new ACV Auctions positions in Q4 2022 and 22 closed out, a net change of +5 holders.
- The largest ACV Auctions buyer in Q4 2022 was Fidelity Investments, an estimated $39.1M added.
- The largest ACV Auctions seller in Q4 2022 was Weiss Multi-Strategy Advisers, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2022.