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Victory Capital Holdings
VCTR

185 hedge funds and large institutions have $1.7B invested in Victory Capital Holdings in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $447K | Put options by funds: $157K

89% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 45

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more capital invested

Capital invested by funds: $1.52B → $1.7B (+$176M)

6% more funds holding

Funds holding: 175 → 185 (+10)

5.27% more ownership

Funds ownership: 72.23% → 77.5% (+5.3%)

Holders
185
Holders Change
+10
Holders Change %
+5.71%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
85
Reduced
45
Closed
17
Calls
$447K
Puts
$157K
Net Calls
+$290K
Net Calls Change
+$143K

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$19.5M
2
Swedbank
Swedbank
Sweden
+$16.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$9.92M
4
VBA
Van Berkom & Associates
Quebec, Canada
+$9.76M
5
Bank of America
Bank of America
North Carolina
+$9.69M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$9.06M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$8.49M
3
RCP
Reverence Capital Partners
New York
-$6.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.89M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPI
1
Crestview Partners II
New York
$609M +$48K +1,437 +0%
RCP
2
Reverence Capital Partners
New York
$112M -$6.52M -195,287 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$104M +$6.41M +191,957 +7%
BlackRock
4
BlackRock
New York
$89.3M +$307K +9,205 +0.3%
VBA
5
Van Berkom & Associates
Quebec, Canada
$60.5M +$9.76M +292,225 +19%
LSV Asset Management
6
LSV Asset Management
Illinois
$46M +$8.37M +250,600 +22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.3M +$6M +179,703 +15%
Capital World Investors
8
Capital World Investors
California
$39.9M – – –
Corient Private Wealth
9
Corient Private Wealth
Florida
$34.9M +$19.5M +585,225 +127%
GIM
10
Granahan Investment Management
Massachusetts
$33.2M -$2.27K -68 -0%
TCM
11
TimesSquare Capital Management
New York
$29.3M -$9.06M -271,291 -24%
State Street
12
State Street
Massachusetts
$27.7M +$5.54M +165,917 +25%
BG
13
Bahl & Gaynor
Ohio
$26.1M +$6.31M +189,052 +32%
Allianz Asset Management
14
Allianz Asset Management
Germany
$26.1M +$9.92M +297,052 +61%
Impax Asset Management Group
15
Impax Asset Management Group
United Kingdom
$25M -$1.67M -50,000 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.8M +$3.83M +114,780 +18%
Bank of America
17
Bank of America
North Carolina
$24.1M +$9.69M +290,087 +67%
JP Morgan Chase
18
JP Morgan Chase
New York
$23.9M -$369K -11,056 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18.2M +$741K +22,192 +4%
N
20
Nuveen
North Carolina
$17.3M -$169K -5,061 -1%
Swedbank
21
Swedbank
Sweden
$16.7M +$16.7M +500,000 New
Millennium Management
22
Millennium Management
New York
$11.5M +$638K +19,100 +6%
Mariner
23
Mariner
Kansas
$11.1M -$67 -2 -0%
Northern Trust
24
Northern Trust
Illinois
$10.7M +$805K +24,118 +8%
Morgan Stanley
25
Morgan Stanley
New York
$9.34M +$4.02M +120,492 +76%
1
2 3 4 5

VCTR Hedge Fund Activity: Q3 2023 in Review

185 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q3 2023, worth a combined $1.7B — up 12% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VCTR positions and 17 closed out — a net gain of 11 holders — while 85 added to existing stakes and 45 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $19.5M. The largest seller was TimesSquare Capital Management, cutting an estimated $9.06M.

  • 185 institutional investors held Victory Capital Holdings (VCTR) as of Q3 2023, up from 175 in Q2 2023.
  • Funds reported $1.7B of Victory Capital Holdings stock for Q3 2023, up 12% quarter-over-quarter.
  • 28 funds opened new Victory Capital Holdings positions in Q3 2023 and 17 closed out, a net change of +11 holders.
  • The largest Victory Capital Holdings buyer in Q3 2023 was Corient Private Wealth, an estimated $19.5M added.
  • The largest Victory Capital Holdings seller in Q3 2023 was TimesSquare Capital Management, an estimated $9.06M sold.

Based on aggregated 13F filings for Q3 2023.