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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
FIA
51
FNY Investment Advisers
New York
$465K +$367K +20,200 +1,010%
Morgan Stanley
52
Morgan Stanley
New York
$434K -$30K -1,654 -7%
UBS Group
53
UBS Group
Switzerland
$406K +$30.1K +1,661 +9%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$400K -$460K -25,378 -57%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$362K +$313K +17,270 New
Goldman Sachs
56
Goldman Sachs
New York
$338K +$5.57K +307 +2%
CSS
57
Cubist Systematic Strategies
Connecticut
$329K +$48.4K +2,667 +20%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$317K +$275K +15,138 New
EGM
59
Engineers Gate Manager
New York
$295K -$3.52K -194 -1%
PCM
60
Perritt Capital Management
Illinois
$250K – – –
MCM
61
Matarin Capital Management
New York
$227K -$151K -8,322 -43%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$218K +$189K +10,400 New
Principal Financial Group
63
Principal Financial Group
Iowa
$212K +$183K +10,111 New
Victory Capital Management
64
Victory Capital Management
Texas
$170K +$20.1K +1,108 +16%
Deutsche Bank
65
Deutsche Bank
Germany
$138K +$34.9K +1,924 +41%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$136K +$118K +6,481 New
TRCT
67
Tower Research Capital (TRC)
New York
$83K +$57.9K +3,192 +420%
Barclays
68
Barclays
United Kingdom
$70K +$1.14K +63 +2%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$55K +$109 +6 +0.2%
GI
70
GS Investments
Minnesota
$31.7K -$258K -14,206 -83%
APA
71
American Portfolios Advisors
New York
$31.5K +$27.2K +1,500 New
AG
72
Advisor Group
Arizona
$28K – – –
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$22K +$19.1K +1,050 New
Lazard Asset Management
74
Lazard Asset Management
New York
$14K -$1.58K -87 -11%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
1 2
3
4

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.