ACV Auctions
ACVA
95 hedge funds and large institutions have $995M invested in ACV Auctions in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 24 closing their positions.
451% more call options, than puts
Call options by funds: $7.45M | Put options by funds: $1.35M
240% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 10
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
83.35% more ownership
Funds ownership: 128.92% → 212.27% (+83%)
35% more capital invested
Capital invested by funds: $736M → $995M (+$259M)
28% more funds holding
Funds holding: 74 → 95 (+21)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$101M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$60.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$60.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$51.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
-$24.2M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$19.6M |
| 3 |
BlackRock
New York
|
-$16.1M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$13.8M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$12.6M |
ACVA Hedge Fund Activity: Q2 2021 in Review
95 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q2 2021, worth a combined $995M — up 35% from $736M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ACVA positions and 24 closed out — a net gain of 21 holders — while 34 added to existing stakes and 10 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $101M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $24.2M sold.
- 95 institutional investors held ACV Auctions (ACVA) as of Q2 2021, up from 74 in Q1 2021.
- Funds reported $995M of ACV Auctions stock for Q2 2021, up 35% quarter-over-quarter.
- 45 funds opened new ACV Auctions positions in Q2 2021 and 24 closed out, a net change of +21 holders.
- The largest ACV Auctions buyer in Q2 2021 was ArrowMark Colorado Holdings, an estimated $101M added.
- The largest ACV Auctions seller in Q2 2021 was Melvin Capital Management, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2021.