ACV Auctions
ACVA
126 hedge funds and large institutions have $1.69B invested in ACV Auctions in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 28 closing their positions.
813% more call options, than puts
Call options by funds: $5.7M | Put options by funds: $625K
75% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 28
45% more capital invested
Capital invested by funds: $1.17B → $1.69B (+$520M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
20% more funds holding
Funds holding: 105 → 126 (+21)
47.98% less ownership
Funds ownership: 143.98% → 96% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$102M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.8M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$79.6M |
| 4 |
BCVI
Bain Capital Venture Investors
Boston,
Massachusetts
|
+$57M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$48.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$50.9M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$30.2M |
| 3 |
GAMA
Graticule Asia Macro Advisors
New York
|
-$26.1M |
| 4 |
CCM
Cadian Capital Management
New York
|
-$23.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$16.2M |
ACVA Hedge Fund Activity: Q4 2021 in Review
126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q4 2021, worth a combined $1.69B — up 45% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new ACVA positions and 28 closed out — a net gain of 21 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was Cat Rock Capital Management, opening a new position worth an estimated $102M. The largest seller was Wells Fargo, cutting an estimated $50.9M.
- 126 institutional investors held ACV Auctions (ACVA) as of Q4 2021, up from 105 in Q3 2021.
- Funds reported $1.69B of ACV Auctions stock for Q4 2021, up 45% quarter-over-quarter.
- 49 funds opened new ACV Auctions positions in Q4 2021 and 28 closed out, a net change of +21 holders.
- The largest ACV Auctions buyer in Q4 2021 was Cat Rock Capital Management, an estimated $102M added.
- The largest ACV Auctions seller in Q4 2021 was Wells Fargo, an estimated $50.9M sold.
Based on aggregated 13F filings for Q4 2021.