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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, Q3 2022

Institutional positions in Loyalty Ventures Inc. as of Sep 30, 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
119
−30 vs. Q2 2022
Shares held
13.9M
−6.23M (−30.9%) vs. Q2 2022
Total value
$16.9M
−$55.1M (−76.5%) vs. Q2 2022
New holders
17
19 more added
Sold out
47
53 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 119 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 heldQ3 2022: $16.9M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Loyalty Ventures Inc.; share changes are against Q2 2022.

Institutions holding LYLTQ in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Redwood Capital Management, LLC1,979,885$2.40M0.38%00.0%Unchanged
Franklin Resources Inc1,468,176$1.78M0.00%−16,582−1.1%Reduced
BlackRock Inc.1,460,435$1.77M0.00%−1,729,504−54.2%Reduced
D. E. Shaw & Co., Inc.1,031,791$1.25M0.00%+426,419+70.4%Added
AQR Capital Management LLC1,023,963$1.24M0.00%+261,987+34.4%Added
CastleKnight Management LP693,322$839.0K0.27%+693,322New
Vanguard Group Inc617,348$748.0K0.00%−1,226,828−66.5%Reduced
Millennium Management LLC613,232$742.0K0.00%+180,055+41.6%Added
Rubric Capital Management LP498,504$603.0K0.03%00.0%Unchanged
State Street Corp399,128$483.0K0.00%−300,546−43.0%Reduced
Geode Capital Management, LLC347,079$419.0K0.00%−44,780−11.4%Reduced
Morgan Stanley250,635$303.0K0.00%−348,822−58.2%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial240,000$288.0K0.01%+180,000+300.0%Added
Alaska Permanent Fund Corp228,400$276.0K0.00%00.0%Unchanged
STRS Ohio212,900$257.0K0.00%+94,400+79.7%Added
Northern Trust Corp171,786$208.0K0.00%−20,002−10.4%Reduced
Walleye Capital LLC163,275$198.0K0.00%−143,098−46.7%Reduced
Occudo Quantitative Strategies LP154,113$186.0K0.01%+154,113New
Gsa Capital Partners LLP143,049$173.0K0.02%+114,687+404.4%Added
Arrowstreet Capital, Limited Partnership131,171$159.0K0.00%+35,755+37.5%Added
Renaissance Technologies LLC122,000$148.0K0.00%−24,600−16.8%Reduced
Schonfeld Strategic Advisors LLC115,300$140.0K0.00%+115,300New
Dimensional Fund Advisors LP113,043$138.0K0.00%−180,045−61.4%Reduced
Bridgeway Capital Management, LLC100,000$121.0K0.00%+100,000New
Bank of New York Mellon Corp73,611$89.0K0.00%−122,048−62.4%Reduced
Goldman Sachs Group Inc70,115$85.0K0.00%−44,885−39.0%Reduced
Allspring Global Investments Holdings, LLC68,259$82.0K0.00%+51,868+316.4%Added
Creative Planning60,959$74.0K0.00%+60,959New
Invesco Ltd.56,999$68.0K0.00%−216,583−79.2%Reduced
Squarepoint Ops LLC55,817$68.0K0.00%+451+0.8%Added
Citadel Advisors LLC53,166$65.0K0.00%−225,492−80.9%Reduced
BNP Paribas Arbitrage, SA53,403$64.6K0.00%+53,403New
Dynamic Technology Lab Private Ltd52,247$63.0K0.01%+52,247New
Thompson Investment Management, Inc.51,190$62.0K0.01%−2,323−4.3%Reduced
Ergoteles LLC50,930$62.0K0.00%+50,930New
Swiss National Bank49,229$60.0K0.00%00.0%Unchanged
Pacifica Capital Investments, LLC46,085$56.0K0.02%−6,632−12.6%Reduced
Royce & Associates LP45,197$55.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc44,080$54.0K0.00%−87,548−66.5%Reduced
LSV Asset Management44,120$53.0K0.00%−106,479−70.7%Reduced
Jacobs Levy Equity Management, Inc42,793$52.0K0.00%−424−1.0%Reduced
Jane Street Group, LLC40,947$50.0K0.00%+21,523+110.8%Added
JPMorgan Chase & Co35,596$43.0K0.00%−204,025−85.1%Reduced
Ameriprise Financial Inc34,441$42.0K0.00%−54,459−61.3%Reduced
Rhumbline Advisers32,014$39.0K0.00%−28,325−46.9%Reduced
Bank of Montreal20,168$39.0K0.00%+20,168New
Engine Capital Management, LP31,044$38.0K0.01%00.0%Unchanged
Storebrand Asset Management AS29,469$35.7K0.00%−1,908−6.1%Reduced
Courant Investment Management LLC28,800$35.0K0.04%00.0%Unchanged
Bank of America Corp28,826$35.0K0.00%+7,159+33.0%Added
Poehling Capital Management, LLC26,913$33.0K0.01%−19,582−42.1%Reduced
Two Sigma Investments, LP26,304$32.0K0.00%−102,183−79.5%Reduced
Captrust Financial Advisors26,223$32.0K0.00%+24,659+1,576.7%Added
California State Teachers Retirement System25,923$31.0K0.00%−544−2.1%Reduced
XTX Topco Ltd25,413$31.0K0.01%+25,413New
JB Capital Partners LP25,000$30.0K0.01%00.0%Unchanged
Man Group plc24,100$29.0K0.00%+24,100New
Shay Capital LLC23,914$29.0K0.01%+23,914New
Natixis19,863$26.0K0.00%00.0%Unchanged
New York State Common Retirement Fund17,953$22.0K0.00%−57,396−76.2%Reduced
Credit Suisse AG17,373$21.0K0.00%+117+0.7%Added
UBS Asset Management Americas Inc16,833$20.4K0.00%00.0%Unchanged
HRT Financial LP16,057$19.0K0.00%−49,830−75.6%Reduced
Alliancebernstein L.P.14,648$18.0K0.00%−2,899−16.5%Reduced
FMR LLC14,734$18.0K0.00%+5,862+66.1%Added
UBS Group AG11,011$14.0K0.00%−28,099−71.8%Reduced
Price T Rowe Associates Inc11,474$14.0K0.00%−14,380−55.6%Reduced
swisspartners Ltd.11,940$14.0K0.01%00.0%Unchanged
Principal Financial Group Inc10,477$13.0K0.00%−135,423−92.8%Reduced
Arctis Global LLC11,010$13.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)11,316$13.0K0.00%+3,721+49.0%Added
American International Group, Inc.9,523$12.0K0.00%−1,336−12.3%Reduced
Brave Asset Management Inc10,000$12.0K0.01%+10,000New
Deutsche Bank AG8,139$10.0K0.00%−79,913−90.8%Reduced
Legal & General Group Plc7,661$9.00K0.00%−48,981−86.5%Reduced
Wells Fargo & Company7,737$9.00K0.00%−2,952−27.6%Reduced
Teachers Retirement System of the State of Kentucky5,011$6.00K0.00%+5,011New
Russell Investments Group, Ltd.5,183$5.00K0.00%−177,734−97.2%Reduced
Federated Hermes, Inc.4,326$5.00K0.00%+4,256+6,080.0%Added
Logan Capital Management Inc3,200$4.00K0.00%00.0%Unchanged
Amalgamated Bank2,751$3.00K0.00%−6,543−70.4%Reduced
Public Employees Retirement Association of Colorado2,541$3.00K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,122$3.00K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio2,088$3.00K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA2,187$3.00K0.00%+2,187New
Barclays PLC946$1.00K0.00%−27,393−96.7%Reduced
Citigroup Inc844$1.00K0.00%−15,097−94.7%Reduced
The PNC Financial Services Group, Inc.732$1.00K0.00%−1,952−72.7%Reduced
Advisor Group Holdings, Inc.1,901$1.00K0.00%−224−10.5%Reduced
Ameritas Investment Partners, Inc.1,504$1.00K0.00%00.0%Unchanged
Whittier Trust Co1,063$1.00K0.00%00.0%Unchanged
Macquarie Group Ltd338$1.00K0.00%−219−39.3%Reduced
Leonteq Securities AG2$20.00%00.0%Unchanged
Royal Bank of Canada244$00.00%−5,007−95.4%Reduced
Ancora Advisors, LLC400$00.00%00.0%Unchanged
Eukles Asset Management187$00.00%−17−8.3%Reduced
Deseret Mutual Benefit Administrators277$00.00%00.0%Unchanged
Eagle Bay Advisors LLC1$00.00%−1−50.0%Reduced
Brown Brothers Harriman & Co61$00.00%+27+79.4%Added
US Bancorp29$00.00%−121−80.7%Reduced