ACV Auctions
ACVA
201 hedge funds and large institutions have $2.02B invested in ACV Auctions in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 14 closing their positions.
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: 174 → 201 (+27)
15% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 60
2.47% more ownership
Funds ownership: 95.34% → 97.8% (+2.5%)
3% more capital invested
Capital invested by funds: $1.95B → $2.02B (+$62.8M)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$16M |
| 2 |
AI
Aperture Investors
New York
|
+$14.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.9M |
| 4 |
Morgan Stanley
New York
|
+$10.3M |
| 5 |
BlackRock
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.3M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$10.9M |
| 3 |
BAMCO Inc
New York
|
-$9.65M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.8M |
| 5 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$5.89M |
ACVA Hedge Fund Activity: Q4 2023 in Review
201 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q4 2023, worth a combined $2.02B — up 3.2% 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 60 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $16M. 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 $2.02B of ACV Auctions stock for Q4 2023, up 3.2% 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 ArrowMark Colorado Holdings, an estimated $16M 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.