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Victory Capital Holdings
VCTR

Overview Fund Activity

227 hedge funds and large institutions have $2.06B invested in Victory Capital Holdings in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
43
Increased
88
Reduced
61
Closed
30
Calls
$131K
Puts
$110K
Net Calls
+$21K
Net Calls Change
-$241K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$94.3M
2
Franklin Resources
2
Franklin Resources
California
$26.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$159M
4
BG
4
Bahl & Gaynor
Ohio
$47.1M
5
Bank of America
5
Bank of America
North Carolina
$49M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$16.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
RCP
3
Reverence Capital Partners
New York
$39.7M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$0
5
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
201
Plante Moran Financial Advisors
Michigan
$26.8K – – –
AWM
202
Avior Wealth Management
Nebraska
$25.8K +$25.8K +609 New
OWA
203
Opal Wealth Advisors
New York
$22K +$22K +518 New
PS
204
Principal Securities
Iowa
$19.6K +$10.5K +248 +115%
CIM
205
Contravisory Investment Management
Massachusetts
$15.9K – – –
QL
206
Quarry LP
New York
$15K -$4.67K -110 -24%
QCG
207
Quadrant Capital Group
Ohio
$14.4K – – –
SIS
208
Sound Income Strategies
Florida
$12.6K +$12.6K +296 New
RFS
209
Richardson Financial Services
Massachusetts
$11.5K +$5.81K +137 +102%
HIM
210
Hillsdale Investment Management
Ontario, Canada
$7.21K +$7.21K +170 New
PA
211
Parallel Advisors
California
$7K – – –
FHA
212
First Horizon Advisors
Tennessee
$6.69K – – –
W
213
WealthCollab
Washington
$5.9K – – –
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$5K -$474 -11 -9%
CT
215
Colonial Trust
South Carolina
$4.37K – – –
FFA
216
Farther Finance Advisors
California
$3.66K – – –
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.65K +$3.65K +86 New
GI
218
GAMMA Investing
California
$1.32K – – –
JWA
219
JFS Wealth Advisors
Pennsylvania
$1.15K – – –
GRP
220
Global Retirement Partners
California
$1.1K +$552 +13 +100%
CFGS
221
Concourse Financial Group Securities
Alabama
$1.02K – – –
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$806 – – –
SIC
223
SJS Investment Consulting
Ohio
$595 – – –
LC
224
Lindbrook Capital
California
$467 – – –
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$340 +$43 +1 +14%
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9
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