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Voya Financial

394 hedge funds and large institutions have $7.71B invested in Voya Financial in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 151 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

2.66% more ownership

Funds ownership: 108.21%110.88% (+2.7%)

2% more funds holding

Funds holding: 388394 (+6)

4% less capital invested

Capital invested by funds: $8.05B → $7.71B (-$345M)

6% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $30.6M

19% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 151

Holders
394
Holders Change
+6
Holders Change %
+1.55%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
122
Reduced
151
Closed
37
Calls
$28.8M
Puts
$30.6M
Net Calls
-$1.75M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$714M -$15.7M -245,948 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$638M -$45.8M -720,282 -6%
Franklin Resources
3
Franklin Resources
California
$573M -$5.57M -87,450 -0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$398M +$161M +2,529,604 +64%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$374M -$10.8M -170,294 -3%
Ameriprise
6
Ameriprise
Minnesota
$310M +$46.9M +737,150 +17%
Pzena Investment Management
7
Pzena Investment Management
New York
$295M +$5.32M +83,606 +2%
SC
8
Samlyn Capital
New York
$254M +$30.4M +476,945 +13%
Invesco
9
Invesco
Georgia
$240M -$9.89M -155,318 -4%
State Street
10
State Street
Massachusetts
$214M -$17.1M -268,627 -7%
N
11
Nuveen
North Carolina
$209M -$14.3M -224,112 -6%
JP Morgan Chase
12
JP Morgan Chase
New York
$194M +$5.04M +79,143 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$176M +$4.82M +75,712 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$140M -$218M -3,426,024 -60%
Fidelity International
15
Fidelity International
Bermuda
$130M -$34.9M -548,312 -21%
ECP
16
Empyrean Capital Partners
California
$126M
Goldman Sachs
17
Goldman Sachs
New York
$122M -$73.3M -1,151,698 -37%
LSV Asset Management
18
LSV Asset Management
Illinois
$119M -$3.1M -48,764 -2%
UBS AM
19
UBS AM
Illinois
$105M -$1.73M -27,196 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$87.7M -$8.21M -128,953 -8%
Morgan Stanley
21
Morgan Stanley
New York
$77.8M +$12.9M +203,027 +19%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$76.1M +$10.6M +166,584 +16%
Norges Bank
23
Norges Bank
Norway
$71M -$2.2M -34,494 -3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$70.1M -$10.1M -159,166 -12%
GKIM
25
GW&K Investment Management
Massachusetts
$64.3M -$876K -13,770 -1%

VOYA Hedge Fund Activity: Q3 2021 in Review

394 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2021, worth a combined $7.71B — down 4.3% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VOYA positions and 37 closed out — a net gain of 9 holders — while 122 added to existing stakes and 151 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $218M.

  • 394 institutional investors held Voya Financial (VOYA) as of Q3 2021, up from 388 in Q2 2021.
  • Funds reported $7.71B of Voya Financial stock for Q3 2021, down 4.3% quarter-over-quarter.
  • 46 funds opened new Voya Financial positions in Q3 2021 and 37 closed out, a net change of +9 holders.
  • The largest Voya Financial buyer in Q3 2021 was Wellington Management Group, an estimated $161M added.
  • The largest Voya Financial seller in Q3 2021 was Fidelity Investments, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2021.