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Victory Capital Holdings
VCTR

125 hedge funds and large institutions have $1.72B invested in Victory Capital Holdings in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more capital invested

Capital invested by funds: $407M → $1.72B (+$1.31B)

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more funds holding

Funds holding: 107 → 125 (+18)

2.77% less ownership

Funds ownership: 71.99% → 69.22% (-2.8%)

89% less call options, than puts

Call options by funds: $25K | Put options by funds: $223K

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
58
Reduced
19
Closed
12
Calls
$25K
Puts
$223K
Net Calls
-$198K
Net Calls Change
+$425K

Top Buyers

1
CPI
Crestview Partners II
New York
+$1.13B
2
VBA
Van Berkom & Associates
Quebec, Canada
+$52.5M
3
TCM
TimesSquare Capital Management
New York
+$14.5M
4
BCM
Basswood Capital Management
New York
+$11.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10M

Top Sellers

1
CG
Castellan Group
Kentucky
-$1.97M
2
EIP
Epoch Investment Partners
New York
-$1.69M
3
BFM
Boothbay Fund Management
New York
-$1.55M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$1.41M
5
Bank of America
Bank of America
North Carolina
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
76
HM Payson & Co
Maine
$588K +$160K +4,400 +38%
MS
77
Maven Securities
Jersey
$579K +$576K +15,849 New
GCP
78
GSA Capital Partners
United Kingdom
$569K -$343K -9,439 -38%
Walleye Capital
79
Walleye Capital
New York
$562K +$559K +15,383 New
CIC
80
Cornercap Investment Counsel
Georgia
$561K +$559K +15,370 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$541K +$538K +14,800 +296,000%
JP Morgan Chase
82
JP Morgan Chase
New York
$523K +$261K +7,168 +100%
Verition Fund Management
83
Verition Fund Management
Connecticut
$518K +$141K +3,870 +38%
American Century Companies
84
American Century Companies
Missouri
$468K +$167K +4,601 +56%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$467K +$464K +12,767 New
OAM
86
Origin Asset Management
United Kingdom
$445K – – –
SEI Investments
87
SEI Investments
Pennsylvania
$427K – – –
PCM
88
Perritt Capital Management
Illinois
$413K – – –
CS
89
Credit Suisse
Switzerland
$398K -$21.2K -584 -5%
AA
90
ALPS Advisors
Colorado
$396K +$5.02K +138 +1%
Creative Planning
91
Creative Planning
Kansas
$329K +$91.9K +2,527 +39%
TI
92
Trexquant Investment
Connecticut
$321K +$319K +8,778 New
Squarepoint
93
Squarepoint
New York
$308K -$44.4K -1,221 -13%
MMA
94
Miracle Mile Advisors
California
$305K +$304K +8,357 New
FCA
95
FinTrust Capital Advisors
South Carolina
$292K – – –
RIL
96
Rothschild Investment LLC
Illinois
$286K – – –
Victory Capital Management
97
Victory Capital Management
Texas
$285K -$1.27K -35 -0.4%
SCA
98
SMH Capital Advisors
Texas
$261K +$4.18K +115 +2%
Charles Schwab
99
Charles Schwab
California
$251K – – –
US Bancorp
100
US Bancorp
Minnesota
$219K +$218K +6,000 New
2 3
4
5 6

VCTR Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q4 2021, worth a combined $1.72B — up 323% from $407M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VCTR positions and 12 closed out — a net gain of 19 holders — while 58 added to existing stakes and 19 trimmed.

The largest buyer was Crestview Partners II, opening a new position worth an estimated $1.13B. The largest seller was Castellan Group, exiting entirely with an estimated $1.97M sold.

  • 125 institutional investors held Victory Capital Holdings (VCTR) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $1.72B of Victory Capital Holdings stock for Q4 2021, up 323% quarter-over-quarter.
  • 31 funds opened new Victory Capital Holdings positions in Q4 2021 and 12 closed out, a net change of +19 holders.
  • The largest Victory Capital Holdings buyer in Q4 2021 was Crestview Partners II, an estimated $1.13B added.
  • The largest Victory Capital Holdings seller in Q4 2021 was Castellan Group, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2021.