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Velocity Financial
VEL

Overview Fund Activity

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.

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
–

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$42.1M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
BlackRock
3
BlackRock
New York
$5.58M
4
Millennium Management
4
Millennium Management
New York
$224K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$572K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$0
3
WA
3
Wasatch Advisors
Utah
$1.76M
4
BCM
4
Bridgeway Capital Management
Texas
$2.24M
5
Invesco
5
Invesco
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$111M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$99M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$42.1M 4,663,900 +709,456 +18%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$11.2M 1,244,239 +125,000 +11%
BlackRock
5
BlackRock
New York
$5.58M 617,656 +52,835 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.07M 561,289 +12,769 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.28M 252,519 +6,543 +3%
BCM
8
Bridgeway Capital Management
Texas
$2.24M 247,965 -20,935 -8%
WA
9
Wasatch Advisors
Utah
$1.76M 194,722 -301,397 -61%
State Street
10
State Street
Massachusetts
$1.2M 133,080 – –
Northern Trust
11
Northern Trust
Illinois
$753K 83,401 -5,019 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$572K 63,340 +23,789 +60%
Morgan Stanley
13
Morgan Stanley
New York
$284K 31,459 +8,388 +36%
Charles Schwab
14
Charles Schwab
California
$255K 28,217 – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$230K 25,497 +476 +2%
Millennium Management
16
Millennium Management
New York
$224K 24,824 +24,824 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$195K 21,640 +7,318 +51%
Mariner
18
Mariner
Kansas
$164K 18,214 -2,051 -10%
Bank of America
19
Bank of America
North Carolina
$133K 14,751 +7,162 +94%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$123K 13,636 – –
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$115K 12,785 +94 +0.7%
AC
22
Almitas Capital
California
$109K 12,120 – –
Goldman Sachs
23
Goldman Sachs
New York
$105K 11,573 +11,573 New
LCM
24
Laurion Capital Management
New York
$101K 11,212 -2,341 -17%
Barclays
25
Barclays
United Kingdom
$89K 10,012 +7,300 +269%
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