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Victory Capital Holdings
VCTR

125 hedge funds and large institutions have $1.72B invested in Victory Capital Holdings in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more capital invested

Capital invested by funds: $407M → $1.72B (+$1.31B)

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more funds holding

Funds holding: 107 → 125 (+18)

2.77% less ownership

Funds ownership: 71.99% → 69.22% (-2.8%)

89% less call options, than puts

Call options by funds: $25K | Put options by funds: $223K

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
58
Reduced
19
Closed
12
Calls
$25K
Puts
$223K
Net Calls
-$198K
Net Calls Change
+$425K

Top Buyers

1
CPI
Crestview Partners II
New York
+$1.13B
2
VBA
Van Berkom & Associates
Quebec, Canada
+$52.5M
3
TCM
TimesSquare Capital Management
New York
+$14.5M
4
BCM
Basswood Capital Management
New York
+$11.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10M

Top Sellers

1
CG
Castellan Group
Kentucky
-$1.97M
2
EIP
Epoch Investment Partners
New York
-$1.69M
3
BFM
Boothbay Fund Management
New York
-$1.55M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$1.41M
5
Bank of America
Bank of America
North Carolina
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPI
1
Crestview Partners II
New York
$1.14B +$1.13B +31,070,580 New
VBA
2
Van Berkom & Associates
Quebec, Canada
$54.9M +$52.5M +1,443,293 +2,470%
TCM
3
TimesSquare Capital Management
New York
$50.8M +$14.5M +399,612 +40%
Capital World Investors
4
Capital World Investors
California
$37.1M +$7.42M +204,000 +25%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$35.5M +$319K +8,764 +0.9%
GIM
6
Granahan Investment Management
Massachusetts
$32.1M +$4.04M +111,217 +14%
Bank of America
7
Bank of America
North Carolina
$28.2M -$1.35M -37,070 -5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$27.1M +$1.47M +40,427 +6%
ACH
9
ArrowMark Colorado Holdings
Colorado
$23.7M -$1.41M -38,785 -6%
SCP
10
Steamboat Capital Partners
New York
$21.8M +$2.93M +80,434 +16%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$20.6M +$131K +3,600 +0.6%
BlackRock
12
BlackRock
New York
$17.2M +$1.34M +36,977 +9%
LSV Asset Management
13
LSV Asset Management
Illinois
$16.8M -$440K -12,100 -3%
EVM
14
Eaton Vance Management
Massachusetts
$16M – – –
BCM
15
Basswood Capital Management
New York
$13.5M +$11.6M +320,164 +666%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$12M +$10M +275,307 +517%
JCP
17
JB Capital Partners
New York
$10.1M – – –
Millennium Management
18
Millennium Management
New York
$10.1M +$5.06M +139,079 +102%
Mariner
19
Mariner
Kansas
$9.16M +$9.12M +250,761 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.86M +$5.44M +149,596 +228%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$7.51M -$87.3K -2,400 -1%
IM
22
Islet Management
New York
$7.04M +$7.01M +192,787 New
KTA
23
Keeley-Teton Advisors
Illinois
$6.57M +$1.93M +53,099 +42%
AC
24
Amitell Capital
Singapore
$6.52M +$747K +20,548 +13%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$6.14M +$128K +3,510 +2%
1
2 3 4 5

VCTR Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q4 2021, worth a combined $1.72B — up 323% from $407M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VCTR positions and 12 closed out — a net gain of 19 holders — while 58 added to existing stakes and 19 trimmed.

The largest buyer was Crestview Partners II, opening a new position worth an estimated $1.13B. The largest seller was Castellan Group, exiting entirely with an estimated $1.97M sold.

  • 125 institutional investors held Victory Capital Holdings (VCTR) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $1.72B of Victory Capital Holdings stock for Q4 2021, up 323% quarter-over-quarter.
  • 31 funds opened new Victory Capital Holdings positions in Q4 2021 and 12 closed out, a net change of +19 holders.
  • The largest Victory Capital Holdings buyer in Q4 2021 was Crestview Partners II, an estimated $1.13B added.
  • The largest Victory Capital Holdings seller in Q4 2021 was Castellan Group, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2021.