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Victory Capital Holdings
VCTR

78 hedge funds and large institutions have $233M invested in Victory Capital Holdings in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $157M → $233M (+$75.5M)

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

2.71% more ownership

Funds ownership: 65.31% → 68.02% (+2.7%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

4% less funds holding

Funds holding: 81 → 78 (-3)

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
34
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCP
Steamboat Capital Partners
New York
+$22M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$8.4M
3
RC
RBF Capital
California
+$2.69M
4
Millennium Management
Millennium Management
New York
+$2.46M
5
Bank of America
Bank of America
North Carolina
+$2.18M

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$6M
2
ACL
Azora Capital LP
Florida
-$5.6M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$5.59M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$3.26M
5
IP
Interval Partners
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
26
PA Capital
Virginia
$1.67M +$1.45M +79,677 New
EI
27
EAM Investors
California
$1.63M +$688K +37,912 +95%
GC
28
Globeflex Capital
California
$1.63M +$503K +27,706 +55%
APG Asset Management
29
APG Asset Management
Netherlands
$1.51M +$308K +17,000 +27%
Ameriprise
30
Ameriprise
Minnesota
$1.44M +$203K +11,181 +19%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.35M +$180K +9,900 +18%
Marshall Wace
32
Marshall Wace
United Kingdom
$1.34M -$188K -10,387 -14%
WB
33
WesBanco Bank
West Virginia
$1.28M – – –
SEI Investments
34
SEI Investments
Pennsylvania
$1.23M +$447K +24,652 +73%
PPA
35
Parametric Portfolio Associates
Washington
$1.15M +$991K +54,592 New
Invesco
36
Invesco
Georgia
$1.11M -$97.3K -5,362 -9%
Wells Fargo
37
Wells Fargo
California
$1.09M +$464K +25,595 +96%
AU
38
Algebris (UK)
United Kingdom
$992K +$858K +47,304 New
LAM
39
Lingohr Asset Management
Germany
$956K – – –
Squarepoint
40
Squarepoint
New York
$867K -$715K -39,385 -49%
Northern Trust
41
Northern Trust
Illinois
$820K +$150K +8,258 +27%
GCA
42
Greenwood Capital Associates
South Carolina
$799K +$187K +10,324 +37%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$762K -$71.2K -3,926 -10%
VRS
44
Virginia Retirement Systems
Virginia
$749K -$138K -7,600 -18%
First Trust Advisors
45
First Trust Advisors
Illinois
$701K +$9.33K +514 +2%
RIL
46
Rothschild Investment LLC
Illinois
$682K +$591K +32,546 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$566K +$47.2K +2,600 +11%
State Street
48
State Street
Massachusetts
$534K -$84.1K -4,635 -15%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$521K +$27.3K +1,503 +6%
OAM
50
Oxford Asset Management
United Kingdom
$506K -$1.42M -78,426 -76%
1
2
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VCTR Hedge Fund Activity: Q4 2019 in Review

78 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q4 2019, worth a combined $233M — up 48% from $157M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VCTR and 14 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 34 added.

The largest buyer was Steamboat Capital Partners, opening a new position worth an estimated $22M. The largest seller was Curi RMB Capital, cutting an estimated $6M.

  • 78 institutional investors held Victory Capital Holdings (VCTR) as of Q4 2019, down from 81 in Q3 2019.
  • Funds reported $233M of Victory Capital Holdings stock for Q4 2019, up 48% quarter-over-quarter.
  • 14 funds opened new Victory Capital Holdings positions in Q4 2019 and 15 closed out, a net change of -1 holder.
  • The largest Victory Capital Holdings buyer in Q4 2019 was Steamboat Capital Partners, an estimated $22M added.
  • The largest Victory Capital Holdings seller in Q4 2019 was Curi RMB Capital, an estimated $6M sold.

Based on aggregated 13F filings for Q4 2019.