ACV Auctions
ACVA
151 hedge funds and large institutions have $681M invested in ACV Auctions in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 22 closing their positions.
1,589% more call options, than puts
Call options by funds: $7.2M | Put options by funds: $426K
73% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 22
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
10% more funds holding
Funds holding: 137 → 151 (+14)
4.72% more ownership
Funds ownership: 87.56% → 92.28% (+4.7%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
51% less capital invested
Capital invested by funds: $1.4B → $681M (-$722M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$58.4M |
| 2 |
AM
Atreides Management
Boston,
Massachusetts
|
+$48.4M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$35.5M |
| 4 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
+$18.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
-$62.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.7M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$18.6M |
| 4 |
BCVI
Bain Capital Venture Investors
Boston,
Massachusetts
|
-$13.9M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$12.9M |
ACVA Hedge Fund Activity: Q2 2022 in Review
151 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q2 2022, worth a combined $681M — down 51% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ACVA positions and 22 closed out — a net gain of 16 holders — while 55 added to existing stakes and 38 trimmed.
The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Cat Rock Capital Management, exiting entirely with an estimated $62.9M sold.
- 151 institutional investors held ACV Auctions (ACVA) as of Q2 2022, up from 137 in Q1 2022.
- Funds reported $681M of ACV Auctions stock for Q2 2022, down 51% quarter-over-quarter.
- 38 funds opened new ACV Auctions positions in Q2 2022 and 22 closed out, a net change of +16 holders.
- The largest ACV Auctions buyer in Q2 2022 was BlackRock, an estimated $58.4M added.
- The largest ACV Auctions seller in Q2 2022 was Cat Rock Capital Management, an estimated $62.9M sold.
Based on aggregated 13F filings for Q2 2022.