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Loyalty Ventures Inc.

LYLTQDelisted Mar 20, 2023
Industry
Services-Business Services, NEC
SEC CIK
0001870997

Loyalty Ventures Inc. was delisted on Mar 20, 2023; its insiders filed their last Form 4 on Jun 5, 2023; 89 institutions reported holding it in 13F filings for Q4 2022, worth $24.2M in total; Fairfax Financial was the only superinvestor holding it.

13F holders, Q1 2022

Institutional positions in Loyalty Ventures Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
178
−15 vs. Q4 2021
Shares held
17.7M
+421.9K (+2.4%) vs. Q4 2021
Total value
$293.0M
−$225.9M (−43.5%) vs. Q4 2021
New holders
41
38 more added
Sold out
56
70 more reduced

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LYLTQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 178 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 196 institutionsQ1 2022: 178 institutionsQ2 2022: 151 institutionsQ3 2022: 119 institutionsQ4 2022: 89 institutionsQ1 2023: 9 institutionsQ2 2023: 1 institutionQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2022: $293.0M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $518.9MQ1 2022: $293.0MQ2 2022: $72.0MQ3 2022: $16.9MQ4 2022: $24.2MQ1 2023: $2.01KQ2 2023: $1Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LYLTQ and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20231$1
Q1 20239$2.01K
Q4 202289$24.2M
Q3 2022119$16.9M
Q2 2022151$72.0M
Q1 2022178$293.0M
Q4 2021196$518.9M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Loyalty Ventures Inc.; share changes are against Q4 2021.

Institutions holding LYLTQ in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,709,330$44.8M0.00%−70,495−2.5%Reduced
Vanguard Group Inc2,267,351$37.5M0.00%+169,165+8.1%Added
Redwood Capital Management, LLC1,973,241$32.6M2.91%+287,212+17.0%Added
Franklin Resources Inc1,293,158$21.4M0.01%−133,406−9.4%Reduced
State Street Corp589,050$9.74M0.00%+8,714+1.5%Added
Newtyn Management, LLC573,704$9.48M2.27%+123,704+27.5%Added
Pacer Advisors, Inc.572,436$9.46M0.08%+326,692+132.9%Added
Brown Advisory Inc540,249$8.93M0.01%+40,894+8.2%Added
Rubric Capital Management LP498,504$8.24M0.38%+434,868+683.4%Added
Dimensional Fund Advisors LP332,871$5.50M0.00%−32,529−8.9%Reduced
Ancora Advisors, LLC296,958$4.91M0.12%+168,479+131.1%Added
Check Capital Management Inc291,354$4.82M0.38%−14,069−4.6%Reduced
Geode Capital Management, LLC283,593$4.69M0.00%+930.0%Added
Engine Capital Management, LP280,534$4.64M1.34%−454,804−61.8%Reduced
Alliancebernstein L.P.268,201$4.43M0.00%+254,192+1,814.5%Added
Invesco Ltd.205,780$3.40M0.00%+55,074+36.5%Added
Allianz Asset Management GmbH197,231$3.26M0.00%−38,550−16.3%Reduced
AQR Capital Management LLC169,671$2.81M0.01%+157,989+1,352.4%Added
Bank of New York Mellon Corp163,112$2.69M0.00%−9,278−5.4%Reduced
Norges Bank160,407$2.65M0.00%−42,862−21.1%Reduced
LSV Asset Management156,215$2.58M0.00%−4,424−2.8%Reduced
Principal Financial Group Inc153,500$2.54M0.00%−12,068−7.3%Reduced
D. E. Shaw & Co., Inc.152,043$2.51M0.00%+36,935+32.1%Added
Kestrel Investment Management Corp142,200$2.35M1.11%−3,200−2.2%Reduced
Neuberger Berman Group LLC132,163$2.19M0.00%+3,161+2.5%Added
Penn Capital Management Co Inc96,399$2.13M0.22%+96,399New
Morgan Stanley120,053$1.98M0.00%−45,810−27.6%Reduced
Parametric Portfolio Associates LLC116,940$1.93M0.00%−30,713−20.8%Reduced
Charles Schwab Investment Management Inc102,867$1.70M0.00%−39,677−27.8%Reduced
Citadel Advisors LLC102,125$1.69M0.00%+67,132+191.8%Added
Lyrical Asset Management LP101,524$1.68M0.02%−270,458−72.7%Reduced
Deutsche Bank AG100,218$1.66M0.00%+49,296+96.8%Added
Goldman Sachs Group Inc99,171$1.64M0.00%−81,809−45.2%Reduced
Northern Trust Corp98,561$1.63M0.00%−7,070−6.7%Reduced
Qube Research & Technologies Ltd94,720$1.57M0.01%+25,267+36.4%Added
Millennium Management LLC86,968$1.44M0.00%+86,968New
Ameriprise Financial Inc86,144$1.42M0.00%−2,132−2.4%Reduced
Engineers Gate Manager LP76,956$1.27M0.05%+38,294+99.0%Added
Alyeska Investment Group, L.P.73,573$1.22M0.01%−20,999−22.2%Reduced
JPMorgan Chase & Co66,045$1.09M0.00%+58,201+742.0%Added
Nuveen Asset Management, LLC54,667$1.08M0.00%+41+0.1%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial60,000$992.0K0.03%+60,000New
Legal & General Group Plc56,126$928.0K0.00%−5,517−8.9%Reduced
Pacifica Capital Investments, LLC53,677$887.0K0.29%−1,008−1.8%Reduced
Cubist Systematic Strategies, LLC52,875$874.0K0.01%+10,757+25.5%Added
Poehling Capital Management, LLC52,119$862.0K0.27%+52,119New
Renaissance Technologies LLC50,900$841.0K0.00%+50,900New
Marathon Partners Equity Management, LLC50,000$827.0K0.99%00.0%Unchanged
Muhlenkamp & Co Inc50,047$827.0K0.29%+825+1.7%Added
Thompson Investment Management, Inc.49,681$821.0K0.12%−458−0.9%Reduced
Swiss National Bank46,529$769.0K0.00%+3,300+7.6%Added
Rhumbline Advisers46,407$767.0K0.00%−815−1.7%Reduced
Jane Street Group, LLC43,788$724.0K0.00%+43,788New
UBS Asset Management Americas Inc40,927$676.5K0.00%−8,797−17.7%Reduced
Bank of America Corp39,498$652.0K0.00%−10,602−21.2%Reduced
Public Sector Pension Investment Board37,300$617.0K0.00%−3,280−8.1%Reduced
Marshall Wace, LLP36,345$601.0K0.00%+5,451+17.6%Added
Cornercap Investment Counsel Inc33,347$551.0K0.06%+360+1.1%Added
Wells Fargo & Company32,891$544.0K0.00%−10,816−24.7%Reduced
Storebrand Asset Management AS32,215$532.5K0.00%−2,244−6.5%Reduced
Mackenzie Financial Corp31,734$525.0K0.00%+31,734New
New York State Teachers Retirement System29,536$488.0K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.29,110$481.0K0.00%+29,110New
Courant Investment Management LLC28,800$476.0K0.42%00.0%Unchanged
Squarepoint Ops LLC28,712$475.0K0.00%+7,973+38.4%Added
Bank of Nova Scotia28,000$463.0K0.00%−47,000−62.7%Reduced
New York State Common Retirement Fund27,240$450.0K0.00%+6,508+31.4%Added
Allspring Global Investments Holdings, LLC25,979$429.0K0.00%−6,829−20.8%Reduced
Alberta Investment Management Corp25,650$424.0K0.00%+25,650New
California State Teachers Retirement System25,288$418.0K0.00%−2,870−10.2%Reduced
Price T Rowe Associates Inc25,097$415.0K0.00%+4,752+23.4%Added
UBS Group AG25,007$413.0K0.00%+4,164+20.0%Added
JB Capital Partners LP25,000$413.0K0.09%+25,000New
Citigroup Inc24,595$407.0K0.00%−216−0.9%Reduced
Walleye Capital LLC24,200$400.0K0.01%+24,200New
State Board of Administration of Florida Retirement System22,720$376.0K0.00%00.0%Unchanged
HRT Financial LP21,820$360.0K0.00%+21,820New
Banco Bilbao Vizcaya Argentaria, S.A.20,804$344.0K0.00%−7,476−26.4%Reduced
Prudential Financial Inc20,328$336.0K0.00%−286−1.4%Reduced
Ergoteles LLC20,350$336.0K0.01%+20,350New
Dynamic Technology Lab Private Ltd19,721$326.0K0.04%+19,721New
Mitsubishi UFJ Trust & Banking Corp18,622$308.0K0.00%+18,622New
Yousif Capital Management, LLC18,185$301.0K0.00%−629−3.3%Reduced
ExodusPoint Capital Management, LP16,726$276.0K0.00%+8,740+109.4%Added
Thrivent Financial for Lutherans16,211$268.0K0.00%−5,012−23.6%Reduced
Credit Suisse AG15,445$256.0K0.00%+319+2.1%Added
Barclays PLC14,712$244.0K0.00%+14,712New
Healthcare of Ontario Pension Plan Trust Fund14,320$237.0K0.00%−220−1.5%Reduced
Texas Permanent School Fund14,119$233.0K0.00%−311−2.2%Reduced
Gator Capital Management, LLC14,000$231.0K0.17%00.0%Unchanged
State of Tennessee, Treasury Department13,834$229.0K0.00%−27,759−66.7%Reduced
HSBC Holdings PLC13,610$229.0K0.00%−8,611−38.8%Reduced
CSS LLC13,665$226.0K0.01%+3,465+34.0%Added
Jump Financial, LLC13,705$226.0K0.01%+13,705New
Oppenheimer Asset Management Inc.13,076$216.0K0.00%+13,076New
swisspartners Ltd.11,940$197.0K0.16%00.0%Unchanged
Hosking Partners LLP11,675$193.0K0.00%−220−1.8%Reduced
Interval Partners, LP11,250$186.0K0.01%−38,007−77.2%Reduced
Quantbot Technologies LP11,106$183.0K0.02%+11,106New
Arctis Global LLC11,010$182.0K0.17%−192,426−94.6%Reduced