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Victory Capital Holdings
VCTR

74 hedge funds and large institutions have $210M invested in Victory Capital Holdings in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

8% more capital invested

Capital invested by funds: $195M → $210M (+$15M)

2.01% more ownership

Funds ownership: 71.8% → 73.81% (+2%)

5% less funds holding

Funds holding: 78 → 74 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
5
Increased
33
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$3.96M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$3.88M
3
GIM
Granahan Investment Management
Massachusetts
+$3.8M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.86M
5
Millennium Management
Millennium Management
New York
+$1.11M

Top Sellers

1
MCM
Maltese Capital Management
New York
-$3.81M
2
Bank of America
Bank of America
North Carolina
-$2.36M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.93M
4
EI
EAM Investors
California
-$1.28M
5
WAM
Wolverine Asset Management
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
GS Investments
Minnesota
$468K – – –
SEI Investments
52
SEI Investments
Pennsylvania
$429K -$389K -24,817 -50%
JP Morgan Chase
53
JP Morgan Chase
New York
$395K +$360K +22,949 +764,967%
CSS
54
Cubist Systematic Strategies
Connecticut
$348K +$156K +9,917 +96%
RIL
55
Rothschild Investment LLC
Illinois
$314K -$84.9K -5,415 -23%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$310K -$532K -33,929 -65%
AQR Capital Management
57
AQR Capital Management
Connecticut
$310K +$283K +18,024 New
SAM
58
Sawgrass Asset Management
Florida
$265K +$33.6K +2,140 +16%
AA
59
ALPS Advisors
Colorado
$255K -$25.8K -1,647 -10%
Squarepoint
60
Squarepoint
New York
$252K -$75.8K -4,832 -25%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$233K -$58.2K -3,711 -21%
Principal Financial Group
62
Principal Financial Group
Iowa
$220K +$41.1K +2,623 +26%
VF
63
Virtu Financial
New York
$206K +$188K +11,977 New
PCM
64
Perritt Capital Management
Illinois
$205K – – –
UBS Group
65
UBS Group
Switzerland
$158K -$72.8K -4,641 -34%
SFS
66
Sowell Financial Services
Arkansas
$109K – – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$78K +$5.96K +380 +9%
Morgan Stanley
68
Morgan Stanley
New York
$76K -$8K -510 -10%
APA
69
American Portfolios Advisors
New York
$25.8K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$22K +$19.7K +1,257 +4,190%
Osaic Holdings
71
Osaic Holdings
Arizona
$21K – – –
Canada Life
72
Canada Life
Manitoba, Canada
$16K -$63 -4 -0.4%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Barclays
74
Barclays
United Kingdom
$2K -$50.2K -3,200 -97%
EI
75
EAM Investors
California
– -$1.28M -78,250 Closed
1 2
3
4

VCTR Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q2 2020, worth a combined $210M — up 7.7% from $195M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VCTR and 5 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $3.96M. The largest seller was Maltese Capital Management, cutting an estimated $3.81M.

  • 74 institutional investors held Victory Capital Holdings (VCTR) as of Q2 2020, down from 78 in Q1 2020.
  • Funds reported $210M of Victory Capital Holdings stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 5 funds opened new Victory Capital Holdings positions in Q2 2020 and 9 closed out, a net change of -4 holders.
  • The largest Victory Capital Holdings buyer in Q2 2020 was Capital World Investors, an estimated $3.96M added.
  • The largest Victory Capital Holdings seller in Q2 2020 was Maltese Capital Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q2 2020.