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Velocity Financial

41 hedge funds and large institutions have $285M invested in Velocity Financial in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
19
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$60K +$7.19K +790 +14%
Deutsche Bank
27
Deutsche Bank
Germany
$48.4K +$16.4K +1,816 +51%
UBS Group
28
UBS Group
Switzerland
$45K +$7.24K +802 +19%
AIG
29
American International Group
New York
$37.5K +$749 +83 +2%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$35K
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$28.9K -$2.13K -236 -7%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$26.8K -$298 -33 -1%
TRCT
33
Tower Research Capital (TRC)
New York
$26K +$16.6K +1,834 +177%
Wells Fargo
34
Wells Fargo
California
$20K +$14.6K +1,614 +269%
AB
35
Amalgamated Bank
New York
$8K -$1.55K -180 -16%
Legal & General Group
36
Legal & General Group
United Kingdom
$6.15K
AIP
37
Ameritas Investment Partners
Nebraska
$6.07K
Osaic Holdings
38
Osaic Holdings
Arizona
$5.42K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4K -$10.1K -1,216 -72%
C
40
Covestor
United Kingdom
$1K +$652 +107 +188%
Citigroup
41
Citigroup
New York
$54 -$486 -54 -90%
Wellington Management Group
42
Wellington Management Group
Massachusetts
-$3.93M -406,762 Closed
Boston Partners
43
Boston Partners
Massachusetts
-$2.95M -305,442 Closed
Invesco
44
Invesco
Georgia
-$115K -11,954 Closed
Allspring Global Investments
45
Allspring Global Investments
North Carolina
-$39.5K -4,098 Closed
DWA
46
Dorsey Wright & Associates
California
-$21.2K -2,201 Closed