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Velocity Financial

46 hedge funds and large institutions have $360M invested in Velocity Financial in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $367M → $360M (-$7.36M)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

45% less call options, than puts

Call options by funds: $6K | Put options by funds: $11K

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6K
Puts
$11K
Net Calls
Net Calls Change

Top Buyers

1 +$1.7M
2 +$768K
3 +$344K
4
Jane Street
Jane Street
New York
+$236K
5
Mariner
Mariner
Kansas
+$221K

Top Sellers

1 -$1.57M
2 -$450K
3 -$268K
4
Northern Trust
Northern Trust
Illinois
-$103K
5
Morgan Stanley
Morgan Stanley
New York
-$96.2K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$116K
27
$109K
28
$76K
29
$64.2K
30
$54.7K
31
$49.4K
32
$43.7K
33
$34.1K
34
$32.7K
35
$31.2K
36
$22.5K
37
$21.8K
38
$17K
39
$16.6K
40
$11.5K
41
$10K
42
$7.7K
43
$7.59K
44
$1.13K
45
$723
46