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Victory Capital Holdings

78 hedge funds and large institutions have $195M invested in Victory Capital Holdings in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

3.78% more ownership

Funds ownership: 68.02%71.8% (+3.8%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 7878 (0)

16% less capital invested

Capital invested by funds: $233M → $195M (-$37.2M)

42% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 36

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
21
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Steamboat Capital Partners
New York
$29.2M +$11.2M +571,592 +47%
Bank of America
2
Bank of America
North Carolina
$19.2M +$11.9M +605,334 +106%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$16.9M -$407K -20,752 -2%
GIM
4
Granahan Investment Management
Massachusetts
$12.8M +$886K +45,161 +6%
MCM
5
Maltese Capital Management
New York
$11.5M -$1.87M -95,100 -12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.2M -$98.7K -5,030 -0.7%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$9.66M -$801K -40,860 -6%
ACH
8
ArrowMark Colorado Holdings
Colorado
$9.05M +$480K +24,470 +5%
IM
9
Islet Management
New York
$8.8M +$10.6M +537,900 New
BlackRock
10
BlackRock
New York
$5.86M +$624K +31,793 +10%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.14M -$3.29M -167,519 -35%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$5.08M -$328K -16,710 -5%
RC
13
RBF Capital
California
$3.49M -$203K -10,326 -5%
AWW
14
Alan W. Weber
$3.31M +$1.67M +85,000 +72%
Millennium Management
15
Millennium Management
New York
$3.08M -$1.34M -68,167 -27%
WAM
16
Wolverine Asset Management
Illinois
$2.88M +$542K +27,640 +19%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.58M -$433K -22,053 -12%
BFM
18
Boothbay Fund Management
New York
$2.37M +$1.05M +53,332 +58%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.1M +$33.5K +1,708 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.02M +$12.7K +646 +0.5%
PC
21
PA Capital
Virginia
$1.89M +$701K +35,730 +45%
KCM
22
Kennedy Capital Management
Missouri
$1.61M +$34.1K +1,741 +2%
AR
23
Advisory Research
Illinois
$1.28M -$316K -16,130 -17%
EI
24
EAM Investors
California
$1.28M +$6.43K +328 +0.4%
GC
25
Globeflex Capital
California
$1.27M

VCTR Hedge Fund Activity: Q1 2020 in Review

78 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q1 2020, worth a combined $195M — down 16% from $233M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VCTR positions and 13 closed out — a net gain of 1 holder — while 21 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $11.9M. The largest seller was BlueMar Capital Management, exiting entirely with an estimated $6.67M sold.

  • 78 institutional investors held Victory Capital Holdings (VCTR) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $195M of Victory Capital Holdings stock for Q1 2020, down 16% quarter-over-quarter.
  • 14 funds opened new Victory Capital Holdings positions in Q1 2020 and 13 closed out, a net change of +1 holder.
  • The largest Victory Capital Holdings buyer in Q1 2020 was Bank of America, an estimated $11.9M added.
  • The largest Victory Capital Holdings seller in Q1 2020 was BlueMar Capital Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q1 2020.