ACV Auctions
ACVA
137 hedge funds and large institutions have $1.4B invested in ACV Auctions in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 27 closing their positions.
293% more call options, than puts
Call options by funds: $8.1M | Put options by funds: $2.06M
173% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 22
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
9% more funds holding
Funds holding: 126 → 137 (+11)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
8.44% less ownership
Funds ownership: 96% → 87.56% (-8.4%)
17% less capital invested
Capital invested by funds: $1.69B → $1.4B (-$284M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$37.3M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$31M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$29.7M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$19.3M |
| 5 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$90M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$52.5M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$41.4M |
| 4 |
1WCM
12 West Capital Management
New York
|
-$37M |
| 5 |
CCM
Cadian Capital Management
New York
|
-$24.9M |
ACVA Hedge Fund Activity: Q1 2022 in Review
137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q1 2022, worth a combined $1.4B — down 17% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ACVA positions and 27 closed out — a net gain of 13 holders — while 60 added to existing stakes and 22 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $37.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $90M sold.
- 137 institutional investors held ACV Auctions (ACVA) as of Q1 2022, up from 126 in Q4 2021.
- Funds reported $1.4B of ACV Auctions stock for Q1 2022, down 17% quarter-over-quarter.
- 40 funds opened new ACV Auctions positions in Q1 2022 and 27 closed out, a net change of +13 holders.
- The largest ACV Auctions buyer in Q1 2022 was ArrowMark Colorado Holdings, an estimated $37.3M added.
- The largest ACV Auctions seller in Q1 2022 was Wellington Management Group, an estimated $90M sold.
Based on aggregated 13F filings for Q1 2022.