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Victory Capital Holdings

66 hedge funds and large institutions have $149M invested in Victory Capital Holdings in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

55% more capital invested

Capital invested by funds: $96.1M → $149M (+$52.6M)

20% more funds holding

Funds holding: 5566 (+11)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

2.51% more ownership

Funds ownership: 65.45%67.96% (+2.5%)

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
22
Reduced
20
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
$23.2M -$481K -39,428 -2%
ACL
2
Azora Capital LP
Florida
$19.2M +$5.94M +487,593 +62%
CRC
3
Curi RMB Capital
Illinois
$11.6M +$1.55M +126,853 +20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.93M +$623K +51,078 +9%
GIM
5
Granahan Investment Management
Massachusetts
$7.71M -$3.36M -275,662 -35%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$6.48M +$3.54M +290,184 +206%
MCM
7
Maltese Capital Management
New York
$5.61M +$4.55M +373,308 New
Renaissance Technologies
8
Renaissance Technologies
New York
$5.34M +$435K +35,711 +11%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$5.32M +$896K +73,490 +26%
BCM
10
BlueMar Capital Management
Florida
$4.24M -$19.2K -1,575 -0.6%
AU
11
Algebris (UK)
United Kingdom
$4.18M -$1.5M -122,967 -31%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$4.16M -$5.16M -423,176 -60%
IP
13
Interval Partners
New York
$3.83M +$416K +34,142 +15%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.18M +$228K +18,741 +10%
Marshall Wace
15
Marshall Wace
United Kingdom
$2.72M -$2.56M -210,307 -54%
WAM
16
Wolverine Asset Management
Illinois
$2.42M -$211K -17,323 -10%
OAM
17
Oxford Asset Management
United Kingdom
$2.34M +$7.74K +635 +0.4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.94M +$449K +36,841 +40%
AWW
19
Alan W. Weber
$1.77M +$1.43M +117,649 New
EGI
20
EAM Global Investors
California
$1.62M +$1.31M +107,869 New
Ameriprise
21
Ameriprise
Minnesota
$1.27M +$1.03M +84,400 New
EI
22
EAM Investors
California
$1.26M +$1.02M +83,608 New
CIC
23
Cornercap Investment Counsel
Georgia
$1.23M -$189K -15,540 -16%
William Blair & Company
24
William Blair & Company
Illinois
$1.13M +$176K +14,450 +24%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.1M +$47.1K +3,861 +6%

VCTR Hedge Fund Activity: Q1 2019 in Review

66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q1 2019, worth a combined $149M — up 55% from $96.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VCTR positions and 9 closed out — a net gain of 11 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Azora Capital LP, adding an estimated $5.94M. The largest seller was Wellington Management Group, cutting an estimated $5.16M.

  • 66 institutional investors held Victory Capital Holdings (VCTR) as of Q1 2019, up from 55 in Q4 2018.
  • Funds reported $149M of Victory Capital Holdings stock for Q1 2019, up 55% quarter-over-quarter.
  • 20 funds opened new Victory Capital Holdings positions in Q1 2019 and 9 closed out, a net change of +11 holders.
  • The largest Victory Capital Holdings buyer in Q1 2019 was Azora Capital LP, an estimated $5.94M added.
  • The largest Victory Capital Holdings seller in Q1 2019 was Wellington Management Group, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2019.