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Victory Capital Holdings

55 hedge funds and large institutions have $96.1M invested in Victory Capital Holdings in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

20% more funds holding

Funds holding: 4655 (+9)

6% less capital invested

Capital invested by funds: $102M → $96.1M (-$5.83M)

17.34% less ownership

Funds ownership: 82.79%65.45% (-17%)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
21
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$16.2M +$195K +20,000 +1%
ACL
2
Azora Capital LP
Florida
$8.09M +$7.73M +791,631 New
GIM
3
Granahan Investment Management
Massachusetts
$8.06M +$2.8M +286,541 +57%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.16M -$15.9M -1,626,664 -70%
CRC
5
Curi RMB Capital
Illinois
$6.58M -$3.08M -315,836 -33%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.56M +$484K +49,557 +10%
AU
7
Algebris (UK)
United Kingdom
$4.1M +$3.92M +401,052 New
Marshall Wace
8
Marshall Wace
United Kingdom
$4M +$3.36M +343,807 +724%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.27M +$2.64M +270,300 +544%
BCM
10
BlueMar Capital Management
Florida
$2.9M +$157K +16,055 +6%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$2.87M -$1.01M -103,135 -27%
Citadel Advisors
12
Citadel Advisors
Florida
$2.69M -$3.18M -325,442 -55%
IP
13
Interval Partners
New York
$2.26M -$257K -26,272 -11%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.97M +$1.55M +158,242 +452%
Millennium Management
15
Millennium Management
New York
$1.87M -$2.68M -274,912 -60%
WAM
16
Wolverine Asset Management
Illinois
$1.83M +$1.75M +178,817 New
Deutsche Bank
17
Deutsche Bank
Germany
$1.67M +$1.58M +161,600 +10,100%
OAM
18
Oxford Asset Management
United Kingdom
$1.58M +$1.24M +127,102 +457%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$1.44M +$1.38M +141,108 New
CIC
20
Cornercap Investment Counsel
Georgia
$995K -$79.3K -8,115 -8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$946K +$187K +19,188 +26%
Morgan Stanley
22
Morgan Stanley
New York
$748K -$365K -37,322 -34%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$711K +$679K +69,492 New
WB
24
WesBanco Bank
West Virginia
$625K
William Blair & Company
25
William Blair & Company
Illinois
$619K +$592K +60,600 New

VCTR Hedge Fund Activity: Q4 2018 in Review

55 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q4 2018, worth a combined $96.1M — down 5.7% from $102M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VCTR positions and 9 closed out — a net gain of 9 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $7.73M. The largest seller was Wellington Management Group, cutting an estimated $15.9M.

  • 55 institutional investors held Victory Capital Holdings (VCTR) as of Q4 2018, up from 46 in Q3 2018.
  • Funds reported $96.1M of Victory Capital Holdings stock for Q4 2018, down 5.7% quarter-over-quarter.
  • 18 funds opened new Victory Capital Holdings positions in Q4 2018 and 9 closed out, a net change of +9 holders.
  • The largest Victory Capital Holdings buyer in Q4 2018 was Azora Capital LP, an estimated $7.73M added.
  • The largest Victory Capital Holdings seller in Q4 2018 was Wellington Management Group, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2018.