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Velocity Financial

48 hedge funds and large institutions have $581M invested in Velocity Financial in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 5148 (-3)

11% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $13.6M

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
48
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
$12.1M
Puts
$13.6M
Net Calls
Net Calls Change

Top Buyers

1 +$1.81M
2 +$1.18M
3 +$299K
4
Morgan Stanley
Morgan Stanley
New York
+$288K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$287K

Top Sellers

1 -$478K
2 -$265K
3 -$252K
4
JP Morgan Chase
JP Morgan Chase
New York
-$209K
5
Renaissance Technologies
Renaissance Technologies
New York
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$179K
27
$150K
28
$144K
29
$112K
30
$93K
31
$87.5K
32
$86.9K
33
$86.1K
34
$69.5K
35
$54.8K
36
$54.1K
37
$42.4K
38
$36.7K
39
$26.9K
40
$12.2K
41
$12K
42
$11.7K
43
$5K
44
$2.83K
45
$1.79K
46
$1K
47
$126
48
49
50