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Victory Capital Holdings

228 hedge funds and large institutions have $2.06B invested in Victory Capital Holdings in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

44% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 61

28% more capital invested

Capital invested by funds: $1.61B → $2.06B (+$447M)

19% more call options, than puts

Call options by funds: $131K | Put options by funds: $110K

7% more funds holding

Funds holding: 214228 (+14)

4.51% more ownership

Funds ownership: 71.06%75.57% (+4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
228
Holders Change
+14
Holders Change %
+6.54%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
88
Reduced
61
Closed
30
Calls
$131K
Puts
$110K
Net Calls
+$21K
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$13.7M -$43.6K -1,183 -0.4%
Northern Trust
27
Northern Trust
Illinois
$13.2M -$1.31M -35,419 -10%
Charles Schwab
28
Charles Schwab
California
$12.8M +$1.38M +37,403 +14%
CIM
29
Cambria Investment Management
California
$12.3M -$569K -15,431 -5%
JCP
30
JB Capital Partners
New York
$11.7M
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$11M -$2.17M -58,733 -18%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$10.9M +$4.47M +121,350 +90%
ZCM
33
Ziegler Capital Management
Illinois
$10.9M +$5.32M +144,238 +129%
COPPSERS
34
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.6M
Morgan Stanley
35
Morgan Stanley
New York
$10.4M -$17.5M -475,758 -66%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$8.78M +$1.29M +35,074 +20%
CSS
37
Cubist Systematic Strategies
Connecticut
$8.13M +$605K +16,418 +9%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$7.62M -$49.7K -1,347 -0.7%
Federated Hermes
39
Federated Hermes
Pennsylvania
$7.45M +$5.41M +146,633 +507%
Lazard Asset Management
40
Lazard Asset Management
New York
$6.74M +$5.62M +152,433 +2,336%
Barclays
41
Barclays
United Kingdom
$6.71M +$3.46M +93,983 +146%
RC
42
RBF Capital
California
$6.32M
First Trust Advisors
43
First Trust Advisors
Illinois
$6.31M +$119K +3,227 +2%
Invesco
44
Invesco
Georgia
$6.31M +$875K +23,743 +19%
BCM
45
Bridgeway Capital Management
Texas
$6M -$1.16M -31,500 -18%
KTA
46
Keeley-Teton Advisors
Illinois
$5.84M -$132K -3,575 -3%
NRCM
47
North Reef Capital Management
California
$5.61M +$16K +433 +0.3%
DA
48
Denali Advisors
California
$5.6M -$203K -5,500 -4%
KIM
49
Kestrel Investment Management
California
$5.45M -$29.5K -800 -0.6%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$5.27M +$1.13M +30,540 +33%

VCTR Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q1 2024, worth a combined $2.06B — up 28% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VCTR positions and 30 closed out — a net gain of 14 holders — while 88 added to existing stakes and 61 trimmed.

The largest buyer was Capital World Investors, adding an estimated $37.8M. The largest seller was Millennium Management, cutting an estimated $26M.

  • 228 institutional investors held Victory Capital Holdings (VCTR) as of Q1 2024, up from 214 in Q4 2023.
  • Funds reported $2.06B of Victory Capital Holdings stock for Q1 2024, up 28% quarter-over-quarter.
  • 44 funds opened new Victory Capital Holdings positions in Q1 2024 and 30 closed out, a net change of +14 holders.
  • The largest Victory Capital Holdings buyer in Q1 2024 was Capital World Investors, an estimated $37.8M added.
  • The largest Victory Capital Holdings seller in Q1 2024 was Millennium Management, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2024.