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Victory Capital Holdings

174 hedge funds and large institutions have $1.5B invested in Victory Capital Holdings in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $140K | Put options by funds: $64K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

90% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 40

13% more funds holding

Funds holding: 154174 (+20)

8% more capital invested

Capital invested by funds: $1.4B → $1.5B (+$105M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.61% less ownership

Funds ownership: 76.55%75.94% (-0.61%)

Holders
174
Holders Change
+20
Holders Change %
+12.99%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
76
Reduced
40
Closed
18
Calls
$140K
Puts
$64K
Net Calls
+$76K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
CPI
1
Crestview Partners II
New York
$656M -$100M -3,294,832 -13%
RCP
2
Reverence Capital Partners
New York
$135M -$26.3M -863,768 -16%
BlackRock
3
BlackRock
New York
$72.3M +$32.8M +1,077,162 +77%
Vanguard Group
4
Vanguard Group
Pennsylvania
$65.7M +$12M +395,181 +21%
VBA
5
Van Berkom & Associates
Quebec, Canada
$45.3M +$2.72M +89,341 +6%
Capital World Investors
6
Capital World Investors
California
$35M
TCM
7
TimesSquare Capital Management
New York
$34.6M -$8.11M -266,400 -18%
GIM
8
Granahan Investment Management
Massachusetts
$30.1M -$2.19M -72,060 -7%
Impax Asset Management Group
9
Impax Asset Management Group
United Kingdom
$26M -$2.53M -83,154 -9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$21.9M +$10.3M +337,185 +82%
LSV Asset Management
11
LSV Asset Management
Illinois
$21.7M +$9.73M +319,630 +76%
BG
12
Bahl & Gaynor
Ohio
$16.4M +$2.54M +83,360 +18%
COPPSERS
13
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.9M +$1.95M +64,206 +13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.5M +$2.77K +91 +0%
State Street
15
State Street
Massachusetts
$14.1M +$2.48M +81,478 +20%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14M +$527K +17,334 +4%
Corient Private Wealth
17
Corient Private Wealth
Florida
$13.5M +$14M +460,875 New
Millennium Management
18
Millennium Management
New York
$11.9M +$6.53M +214,555 +112%
Bank of America
19
Bank of America
North Carolina
$11.9M +$7.17M +235,724 +139%
N
20
Nuveen
North Carolina
$11.4M +$3.92M +128,826 +49%
Mariner
21
Mariner
Kansas
$10.3M +$122 +4 +0%
BCM
22
Basswood Capital Management
New York
$9.94M +$2.29M +75,292 +28%
Teacher Retirement System of Texas
23
Teacher Retirement System of Texas
Texas
$8.41M +$2.55M +83,755 +41%
JCP
24
JB Capital Partners
New York
$8.1M
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$7.68M -$164K -5,400 -2%

VCTR Hedge Fund Activity: Q1 2023 in Review

174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q1 2023, worth a combined $1.5B — up 7.5% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VCTR positions and 18 closed out — a net gain of 20 holders — while 76 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $32.8M. The largest seller was Crestview Partners II, cutting an estimated $100M.

  • 174 institutional investors held Victory Capital Holdings (VCTR) as of Q1 2023, up from 154 in Q4 2022.
  • Funds reported $1.5B of Victory Capital Holdings stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 38 funds opened new Victory Capital Holdings positions in Q1 2023 and 18 closed out, a net change of +20 holders.
  • The largest Victory Capital Holdings buyer in Q1 2023 was BlackRock, an estimated $32.8M added.
  • The largest Victory Capital Holdings seller in Q1 2023 was Crestview Partners II, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2023.