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Velocity Financial
VEL

Overview Fund Activity

47 hedge funds and large institutions have $340M invested in Velocity Financial in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
18
Reduced
15
Closed
1
Calls
–
Puts
$21K
Net Calls
-$21K
Net Calls Change
–

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$38M
2
BCM
2
Bridgeway Capital Management
Texas
$1.88M
3
Mariner
3
Mariner
Kansas
$177K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.66M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$399K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$7.34M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$1.14M
3
Boston Partners
3
Boston Partners
Massachusetts
$3.74M
4
BlackRock
4
BlackRock
New York
$5.81M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.93M
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$133M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$119M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$38M 3,509,339 +232,327 +7%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12.1M 1,118,639 -124 -0%
WA
5
Wasatch Advisors
Utah
$7.34M 676,811 -253,119 -27%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.93M 547,003 -1,858 -0.3%
BlackRock
7
BlackRock
New York
$5.81M 535,687 -6,036 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.9M 452,334 – –
Boston Partners
9
Boston Partners
Massachusetts
$3.74M 344,945 -10,660 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.66M 245,809 +14,880 +6%
BCM
11
Bridgeway Capital Management
Texas
$1.88M 173,400 +40,200 +30%
State Street
12
State Street
Massachusetts
$1.38M 127,368 +912 +0.7%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$1.14M 105,720 -22,379 -17%
Northern Trust
14
Northern Trust
Illinois
$1M 92,358 +3,446 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$399K 36,808 +12,361 +51%
Charles Schwab
16
Charles Schwab
California
$306K 28,217 -86 -0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$272K 25,021 +4,207 +20%
Morgan Stanley
18
Morgan Stanley
New York
$253K 23,453 -862 -4%
Mariner
19
Mariner
Kansas
$177K 16,328 +16,328 New
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$148K 13,636 – –
LCM
21
Laurion Capital Management
New York
$147K 13,553 -828 -6%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$146K 13,880 – –
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$135K 12,443 +561 +5%
AC
24
Almitas Capital
California
$131K 12,120 – –
ZCM
25
Zebra Capital Management
Connecticut
$118K 10,908 +10,908 New
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