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ACV Auctions

201 hedge funds and large institutions have $2.04B invested in ACV Auctions in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,211% more call options, than puts

Call options by funds: $5.7M | Put options by funds: $172K

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

16% more funds holding

Funds holding: 174201 (+27)

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

3.4% more ownership

Funds ownership: 95.34%98.74% (+3.4%)

4% more capital invested

Capital invested by funds: $1.95B → $2.04B (+$82M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
201
Holders Change
+27
Holders Change %
+15.52%
% of All Funds
2.93%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
42
Increased
69
Reduced
61
Closed
14
Calls
$5.7M
Puts
$172K
Net Calls
+$5.52M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$189M +$10.9M +742,517 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M -$6.8M -464,156 -4%
ACH
3
ArrowMark Colorado Holdings
Colorado
$176M +$16M +1,088,808 +10%
AM
4
Atreides Management
Massachusetts
$167M +$2.7M +184,361 +2%
BlackRock
5
BlackRock
New York
$147M +$10.1M +691,147 +8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$87.9M -$4.5M -306,835 -5%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$74.1M +$7.6M +518,542 +12%
RP
8
Riverbridge Partners
Minnesota
$56.8M -$1.16M -78,951 -2%
Jennison Associates
9
Jennison Associates
New York
$53.9M +$4.6M +313,856 +10%
CCM
10
Candlestick Capital Management
Connecticut
$53M -$5.13M -350,000 -9%
JP Morgan Chase
11
JP Morgan Chase
New York
$49.3M -$16.3M -1,111,072 -25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.4M +$2.26M +154,099 +6%
State Street
13
State Street
Massachusetts
$42.2M +$2.33M +158,894 +6%
Morgan Stanley
14
Morgan Stanley
New York
$38.6M +$29M +1,977,669 +348%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$37.1M +$4.4M +300,414 +14%
SPPAM
16
Summit Partners Public Asset Management
Massachusetts
$36.7M -$5.89M -402,043 -14%
Harris Associates
17
Harris Associates
Illinois
$33.6M -$177K -12,056 -0.5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$28M +$4.83M +329,854 +22%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$25.9M +$20.4K +1,394 +0.1%
CRM
20
Cramer Rosenthal McGlynn
Connecticut
$25.5M +$7.71M +525,927 +45%
N
21
Nuveen
North Carolina
$25M +$368K +25,126 +2%
Northern Trust
22
Northern Trust
Illinois
$23M +$614K +41,886 +3%
ECM
23
Engle Capital Management
Connecticut
$22.7M -$5.7M -389,000 -21%
IAM
24
Iridian Asset Management
Connecticut
$21.1M -$2.4M -163,861 -11%
OCPWS
25
One Charles Private Wealth Services
Massachusetts
$18.8M -$46K -3,140 -0.3%

ACVA Hedge Fund Activity: Q4 2023 in Review

201 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q4 2023, worth a combined $2.04B — up 4.2% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACVA positions and 14 closed out — a net gain of 28 holders — while 69 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was JP Morgan Chase, cutting an estimated $16.3M.

  • 201 institutional investors held ACV Auctions (ACVA) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $2.04B of ACV Auctions stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 42 funds opened new ACV Auctions positions in Q4 2023 and 14 closed out, a net change of +28 holders.
  • The largest ACV Auctions buyer in Q4 2023 was Morgan Stanley, an estimated $29M added.
  • The largest ACV Auctions seller in Q4 2023 was JP Morgan Chase, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2023.