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Victory Capital Holdings

241 hedge funds and large institutions have $2.79B invested in Victory Capital Holdings in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $870K | Put options by funds: $282K

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $2.35B → $2.79B (+$445M)

3% more funds holding

Funds holding: 234241 (+7)

1.49% more ownership

Funds ownership: 75.96%77.44% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
39
Increased
86
Reduced
79
Closed
32
Calls
$870K
Puts
$282K
Net Calls
+$588K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
CPI
1
Crestview Partners II
New York
$643M +$51.7K +1,002 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M +$7.53M +145,949 +4%
BlackRock
3
BlackRock
New York
$194M +$9.43M +182,623 +5%
Capital World Investors
4
Capital World Investors
California
$178M +$231K +4,479 +0.1%
Franklin Resources
5
Franklin Resources
California
$116M +$54.3M +1,051,459 +113%
VBA
6
Van Berkom & Associates
Quebec, Canada
$107M +$1.38M +26,802 +1%
BG
7
Bahl & Gaynor
Ohio
$77.8M +$10.2M +198,365 +16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$77.1M -$573K -11,091 -0.8%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$70.9M +$3.03M +58,623 +5%
LSV Asset Management
10
LSV Asset Management
Illinois
$69.1M -$2.42M -46,800 -4%
State Street
11
State Street
Massachusetts
$64.4M +$3.6M +69,654 +6%
GIM
12
Granahan Investment Management
Massachusetts
$63.7M -$1.66M -32,189 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$57.4M +$5.23M +101,247 +11%
Bank of America
14
Bank of America
North Carolina
$54.3M -$25.7M -498,419 -34%
TCM
15
TimesSquare Capital Management
New York
$44.9M -$737K -14,270 -2%
Swedbank
16
Swedbank
Sweden
$41.5M
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$37.4M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$31.5M -$1.07M -20,822 -4%
Invesco
19
Invesco
Georgia
$31M +$19.8M +383,283 +218%
N
20
Nuveen
North Carolina
$29.1M +$2.66M +51,447 +11%
Charles Schwab
21
Charles Schwab
California
$25.2M +$5.19M +100,614 +28%
BCM
22
Basswood Capital Management
New York
$23.7M -$809K -15,663 -4%
Morgan Stanley
23
Morgan Stanley
New York
$23.2M -$1.43M -27,771 -6%
Northern Trust
24
Northern Trust
Illinois
$22.8M +$5.45M +105,518 +34%
JP Morgan Chase
25
JP Morgan Chase
New York
$20.7M +$608K +11,785 +3%

VCTR Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q3 2024, worth a combined $2.79B — up 19% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VCTR positions and 32 closed out — a net gain of 7 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Franklin Resources, adding an estimated $54.3M. The largest seller was Bank of America, cutting an estimated $25.7M.

  • 241 institutional investors held Victory Capital Holdings (VCTR) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $2.79B of Victory Capital Holdings stock for Q3 2024, up 19% quarter-over-quarter.
  • 39 funds opened new Victory Capital Holdings positions in Q3 2024 and 32 closed out, a net change of +7 holders.
  • The largest Victory Capital Holdings buyer in Q3 2024 was Franklin Resources, an estimated $54.3M added.
  • The largest Victory Capital Holdings seller in Q3 2024 was Bank of America, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.