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Victory Capital Holdings
VCTR

78 hedge funds and large institutions have $233M invested in Victory Capital Holdings in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $157M → $233M (+$75.5M)

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

2.71% more ownership

Funds ownership: 65.31% → 68.02% (+2.7%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

4% less funds holding

Funds holding: 81 → 78 (-3)

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
34
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCP
Steamboat Capital Partners
New York
+$22M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$8.4M
3
RC
RBF Capital
California
+$2.69M
4
Millennium Management
Millennium Management
New York
+$2.46M
5
Bank of America
Bank of America
North Carolina
+$2.18M

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$6M
2
ACL
Azora Capital LP
Florida
-$5.6M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$5.59M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$3.26M
5
IP
Interval Partners
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1
Steamboat Capital Partners
New York
$25.5M +$22M +1,214,945 New
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$22M -$5.59M -307,817 -23%
MCM
3
Maltese Capital Management
New York
$16.7M -$1.51M -83,200 -9%
GIM
4
Granahan Investment Management
Massachusetts
$15.4M +$2.15M +118,392 +19%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.5M +$340K +18,763 +3%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$13.2M -$434K -23,927 -4%
Bank of America
7
Bank of America
North Carolina
$11.9M +$2.18M +120,111 +27%
ACH
8
ArrowMark Colorado Holdings
Colorado
$11.1M +$8.4M +462,687 +699%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.1M -$277K -15,252 -3%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$6.87M +$1.36M +74,890 +30%
BlackRock
11
BlackRock
New York
$6.84M +$864K +47,637 +17%
BCM
12
BlueMar Capital Management
Florida
$6.67M -$1.01M -55,705 -15%
CRC
13
Curi RMB Capital
Illinois
$5.66M -$6M -330,825 -55%
Millennium Management
14
Millennium Management
New York
$5.38M +$2.46M +135,578 +112%
RC
15
RBF Capital
California
$4.7M +$2.69M +148,205 +197%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$3.77M -$556K -30,647 -15%
WAM
17
Wolverine Asset Management
Illinois
$3.11M -$340K -18,721 -11%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.66M -$304K -16,757 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.57M +$710K +39,120 +47%
AWW
20
Alan W. Weber
$2.47M – – –
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.38M +$165K +9,091 +9%
MWNA
22
Marshall Wace North America
New York
$2.27M +$73.9K +4,072 +4%
KCM
23
Kennedy Capital Management
Missouri
$2.03M -$44.3K -2,439 -2%
AR
24
Advisory Research
Illinois
$1.98M +$597K +32,884 +53%
BFM
25
Boothbay Fund Management
New York
$1.92M +$1.66M +91,363 New
1
2 3 4

VCTR Hedge Fund Activity: Q4 2019 in Review

78 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q4 2019, worth a combined $233M — up 48% from $157M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VCTR and 14 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 34 added.

The largest buyer was Steamboat Capital Partners, opening a new position worth an estimated $22M. The largest seller was Curi RMB Capital, cutting an estimated $6M.

  • 78 institutional investors held Victory Capital Holdings (VCTR) as of Q4 2019, down from 81 in Q3 2019.
  • Funds reported $233M of Victory Capital Holdings stock for Q4 2019, up 48% quarter-over-quarter.
  • 14 funds opened new Victory Capital Holdings positions in Q4 2019 and 15 closed out, a net change of -1 holder.
  • The largest Victory Capital Holdings buyer in Q4 2019 was Steamboat Capital Partners, an estimated $22M added.
  • The largest Victory Capital Holdings seller in Q4 2019 was Curi RMB Capital, an estimated $6M sold.

Based on aggregated 13F filings for Q4 2019.