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Victory Capital Holdings

40 hedge funds and large institutions have $117M invested in Victory Capital Holdings in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

11.36% less ownership

Funds ownership: 96.45%85.09% (-11%)

15% less capital invested

Capital invested by funds: $137M → $117M (-$20M)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.1M -$5.72M -530,585 -23%
IAM
2
Impax Asset Management
New Hampshire
$15M +$4.67M +433,362 +44%
CRC
3
Curi RMB Capital
Illinois
$9.73M +$1.55M +144,252 +19%
Citadel Advisors
4
Citadel Advisors
Florida
$8.47M -$1.61M -149,642 -16%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$8.1M +$777K +72,160 +10%
Principal Financial Group
6
Principal Financial Group
Iowa
$7M +$500K +46,400 +8%
Millennium Management
7
Millennium Management
New York
$5.79M +$1.11M +103,374 +23%
GIM
8
Granahan Investment Management
Massachusetts
$5.38M -$3.43M -318,240 -39%
Vanguard Group
9
Vanguard Group
Pennsylvania
$5.25M -$910K -84,521 -15%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.24M +$929K +86,276 +27%
ECP
11
Empyrean Capital Partners
California
$3.41M -$26.8K -2,485 -0.8%
IP
12
Interval Partners
New York
$3.18M +$458K +42,503 +16%
BCM
13
BlueMar Capital Management
Florida
$2.83M -$346K -32,166 -11%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$2.61M +$2.66M +246,760 New
ECM
15
Engle Capital Management
Connecticut
$2.1M -$21.5K -2,000 -1%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$1.84M +$783K +72,718 +72%
ESCM
17
Echo Street Capital Management
New York
$1.79M -$648K -60,180 -26%
MWNA
18
Marshall Wace North America
New York
$1.55M -$724K -67,222 -32%
PI
19
Putnam Investments
Massachusetts
$1.54M +$443K +41,100 +39%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$1.39M +$1.42M +131,779 New
MA
21
MYDA Advisors
New York
$1.36M -$763K -70,829 -36%
SSA
22
Schonfeld Strategic Advisors
New York
$1.06M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$758K +$57.5K +5,335 +8%
WB
24
WesBanco Bank
West Virginia
$580K +$590K +54,780 New
Morgan Stanley
25
Morgan Stanley
New York
$432K +$167K +15,522 +61%

VCTR Hedge Fund Activity: Q2 2018 in Review

40 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q2 2018, worth a combined $117M — down 15% from $137M a quarter earlier.

Fund positioning in VCTR was balanced in Q2 2018: 8 funds opened new positions, 8 closed out, 14 added to existing stakes and 15 trimmed.

The largest buyer was Impax Asset Management, adding an estimated $4.67M. The largest seller was Wellington Management Group, cutting an estimated $5.72M.

  • 40 institutional investors held Victory Capital Holdings (VCTR) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $117M of Victory Capital Holdings stock for Q2 2018, down 15% quarter-over-quarter.
  • 8 funds opened new Victory Capital Holdings positions in Q2 2018 and 8 closed out, a net change of 0 holders.
  • The largest Victory Capital Holdings buyer in Q2 2018 was Impax Asset Management, an estimated $4.67M added.
  • The largest Victory Capital Holdings seller in Q2 2018 was Wellington Management Group, an estimated $5.72M sold.

Based on aggregated 13F filings for Q2 2018.