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Victory Capital Holdings

154 hedge funds and large institutions have $1.4B invested in Victory Capital Holdings in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $1.12B → $1.4B (+$279M)

23% more funds holding

Funds holding: 125154 (+29)

6.53% more ownership

Funds ownership: 70.02%76.55% (+6.5%)

67% less call options, than puts

Call options by funds: $192K | Put options by funds: $581K

Holders
154
Holders Change
+29
Holders Change %
+23.2%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
64
Reduced
32
Closed
8
Calls
$192K
Puts
$581K
Net Calls
-$389K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
126
Balyasny Asset Management
Illinois
$32.5K +$34K +1,211 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$30K -$9.87K -351 -23%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$28.9K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$19K -$1.8K -64 -8%
PMFA
130
Plante Moran Financial Advisors
Michigan
$16.9K
RFG
131
RFP Financial Group
Georgia
$14.1K +$14.8K +525 New
BTI
132
Blue Trust Inc
Georgia
$12K +$11.4K +406 +419%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$11.5K -$7.45K -265 -38%
Dimensional Fund Advisors
134
Dimensional Fund Advisors
Texas
$11K +$1.63M +57,880 +16%
S
135
SignatureFD
Georgia
$7.86K +$1.77K +63 +27%
PA
136
Parallel Advisors
California
$4.32K +$4.53K +161 New
FHA
137
First Horizon Advisors
Tennessee
$4.19K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$3K
CT
139
Colonial Trust
South Carolina
$2.79K +$2.9K +103 New
ASN
140
Advisory Services Network
Georgia
$2.68K +$2.81K +100 New
QL
141
Quarry LP
New York
$2.31K +$2.42K +86 New
LC
142
Lindbrook Capital
California
$1.72K +$1.8K +64 New
IA
143
IFP Advisors
Florida
$1K
C
144
Covestor
United Kingdom
$1K +$365 +13 +144%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$1K +$534 +19 New
SC
146
Schubert & Co
Texas
$671 +$56 +2 +9%
JWA
147
JFS Wealth Advisors
Pennsylvania
$644 +$56 +2 +9%
EI
148
Ellevest Inc
New York
$563 +$590 +21 New
TWP
149
TFO Wealth Partners
Ohio
$401 +$1.01K +36 New
SIC
150
SJS Investment Consulting
Ohio
$268 +$169 +6 +150%

VCTR Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q4 2022, worth a combined $1.4B — up 25% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VCTR positions and 8 closed out — a net gain of 31 holders — while 64 added to existing stakes and 32 trimmed.

The largest buyer was Reverence Capital Partners, opening a new position worth an estimated $154M. The largest seller was Crestview Partners II, cutting an estimated $66.7M.

  • 154 institutional investors held Victory Capital Holdings (VCTR) as of Q4 2022, up from 125 in Q3 2022.
  • Funds reported $1.4B of Victory Capital Holdings stock for Q4 2022, up 25% quarter-over-quarter.
  • 39 funds opened new Victory Capital Holdings positions in Q4 2022 and 8 closed out, a net change of +31 holders.
  • The largest Victory Capital Holdings buyer in Q4 2022 was Reverence Capital Partners, an estimated $154M added.
  • The largest Victory Capital Holdings seller in Q4 2022 was Crestview Partners II, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2022.