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Velocity Financial
VEL

Overview Fund Activity

44 hedge funds and large institutions have $428M invested in Velocity Financial in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
19
Reduced
12
Closed
1
Calls
$4.47M
Puts
$1.4M
Net Calls
+$3.07M
Net Calls Change
+$1.58M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$150M
2
SPG
2
Snow Phipps Group
New York
$168M
3
BPCM
3
Beach Point Capital Management
California
$39.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.53M
5
WA
5
Wasatch Advisors
Utah
$13.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$7.98M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$16M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$178K
4
Millennium Management
4
Millennium Management
New York
$251K
5
Wells Fargo
5
Wells Fargo
California
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$168M 12,272,765 +5,194,804 +73%
Allianz Asset Management
2
Allianz Asset Management
Germany
$150M 10,963,806 +6,493,506 +145%
BPCM
3
Beach Point Capital Management
California
$39.8M 2,903,376 +147,061 +5%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$16M 1,166,141 -47,992 -4%
WA
5
Wasatch Advisors
Utah
$13.4M 977,103 +125,109 +15%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$7.98M 582,792 -337,756 -37%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.53M 549,581 +128,278 +30%
BlackRock
8
BlackRock
New York
$6.43M 469,282 +40,964 +10%
Boston Partners
9
Boston Partners
Massachusetts
$5.08M 370,841 -3,302 -0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.91M 212,413 +70,741 +50%
BCM
11
Bridgeway Capital Management
Texas
$2.18M 159,421 +7,500 +5%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.93M 140,780 -4,704 -3%
Northern Trust
13
Northern Trust
Illinois
$1.28M 93,436 +10,895 +13%
State Street
14
State Street
Massachusetts
$1.23M 90,067 +3,512 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$380K 27,735 +6,237 +29%
Charles Schwab
16
Charles Schwab
California
$301K 21,927 – –
LCM
17
Laurion Capital Management
New York
$271K 19,751 – –
Wells Fargo
18
Wells Fargo
California
$266K 19,389 -5,602 -22%
Millennium Management
19
Millennium Management
New York
$251K 18,329 -6,178 -25%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$244K 17,831 +17,831 New
Morgan Stanley
21
Morgan Stanley
New York
$237K 17,406 +441 +3%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$191K 13,880 – –
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$178K 13,428 -13,469 -50%
Two Sigma Investments
24
Two Sigma Investments
New York
$177K 12,919 -3,297 -20%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$174K 12,700 +5,891 +87%
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