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Victory Capital Holdings

74 hedge funds and large institutions have $186M invested in Victory Capital Holdings in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7474 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4.49% less ownership

Funds ownership: 73.81%69.32% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

12% less capital invested

Capital invested by funds: $210M → $186M (-$24.4M)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.12M -$90.5K -5,095 -7%
VBA
27
Van Berkom & Associates
Quebec, Canada
$1.12M +$96.8K +5,446 +9%
WG
28
Winton Group
United Kingdom
$1.09M +$96.1K +5,408 +9%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$853K +$313K +17,633 +54%
WB
30
WesBanco Bank
West Virginia
$772K
GCA
31
Greenwood Capital Associates
South Carolina
$761K +$205K +11,524 +34%
Marshall Wace
32
Marshall Wace
United Kingdom
$741K -$1.43M -80,669 -65%
First Trust Advisors
33
First Trust Advisors
Illinois
$705K +$192K +10,819 +35%
Ameriprise
34
Ameriprise
Minnesota
$648K -$147K -8,300 -18%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$635K -$39.1K -2,200 -6%
Swiss National Bank
36
Swiss National Bank
Switzerland
$635K +$17.8K +1,000 +3%
Squarepoint
37
Squarepoint
New York
$616K +$387K +21,782 +148%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$585K
Wells Fargo
39
Wells Fargo
California
$580K +$115K +6,452 +23%
ACM
40
Argent Capital Management
Missouri
$555K -$64.9K -3,652 -10%
State Street
41
State Street
Massachusetts
$536K +$746 +42 +0.1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$528K -$7.66K -431 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$525K +$147K +8,275 +36%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$499K +$17.8K +1,000 +4%
Victory Capital Management
45
Victory Capital Management
Texas
$494K +$24.6K +1,385 +5%
GI
46
GS Investments
Minnesota
$451K -$8.88K -500 -2%
Principal Financial Group
47
Principal Financial Group
Iowa
$410K +$204K +11,502 +90%
AQR Capital Management
48
AQR Capital Management
Connecticut
$394K +$94K +5,292 +29%
SEI Investments
49
SEI Investments
Pennsylvania
$337K -$88.9K -5,000 -20%
VRS
50
Virginia Retirement Systems
Virginia
$329K -$201K -11,300 -37%

VCTR Hedge Fund Activity: Q3 2020 in Review

74 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q3 2020, worth a combined $186M — down 12% from $210M a quarter earlier.

Fund positioning in VCTR was balanced in Q3 2020: 10 funds opened new positions, 10 closed out, 27 added to existing stakes and 30 trimmed.

The largest buyer was Capital World Investors, adding an estimated $9.94M. The largest seller was Islet Management, exiting entirely with an estimated $9.25M sold.

  • 74 institutional investors held Victory Capital Holdings (VCTR) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $186M of Victory Capital Holdings stock for Q3 2020, down 12% quarter-over-quarter.
  • 10 funds opened new Victory Capital Holdings positions in Q3 2020 and 10 closed out, a net change of 0 holders.
  • The largest Victory Capital Holdings buyer in Q3 2020 was Capital World Investors, an estimated $9.94M added.
  • The largest Victory Capital Holdings seller in Q3 2020 was Islet Management, an estimated $9.25M sold.

Based on aggregated 13F filings for Q3 2020.