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Velocity Financial
VEL

Overview Fund Activity

44 hedge funds and large institutions have $367M invested in Velocity Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
20
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$57.3M
2
EST
2
EA Series Trust
Pennsylvania
$1.09M
3
EF
3
Empowered Funds
Pennsylvania
$1.09M
4
State Street
4
State Street
Massachusetts
$2.04M
5
B
5
Bailard
California
$223K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$13.2M
3
BlackRock
3
BlackRock
New York
$6.82M
4
Millennium Management
4
Millennium Management
New York
$0
5
LCM
5
Laurion Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$142M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$126M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$57.3M 4,973,395 +309,495 +7%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$13.2M 1,140,611 -103,628 -8%
BlackRock
5
BlackRock
New York
$6.82M 591,253 -26,403 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.38M 553,401 -7,888 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.05M 264,661 +12,142 +5%
BCM
8
Bridgeway Capital Management
Texas
$2.9M 251,251 +3,286 +1%
State Street
9
State Street
Massachusetts
$2.04M 177,180 +44,100 +33%
EST
10
EA Series Trust
Pennsylvania
$1.09M 94,601 +94,601 New
EF
11
Empowered Funds
Pennsylvania
$1.09M 94,601 +94,601 New
Northern Trust
12
Northern Trust
Illinois
$1.01M 87,874 +4,473 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$945K 81,915 +18,575 +29%
Morgan Stanley
14
Morgan Stanley
New York
$384K 33,346 +1,887 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$359K 31,164 +5,667 +22%
Charles Schwab
16
Charles Schwab
California
$325K 28,217 – –
Goldman Sachs
17
Goldman Sachs
New York
$252K 21,844 +10,271 +89%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$241K 19,734 -1,906 -9%
B
19
Bailard
California
$223K 19,383 +19,383 New
Mariner
20
Mariner
Kansas
$223K 19,300 +1,086 +6%
Bank of America
21
Bank of America
North Carolina
$187K 16,209 +1,458 +10%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$157K 13,636 – –
AC
23
Almitas Capital
California
$150K 12,120 – –
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$136K 11,786 -999 -8%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$85.3K 7,400 +806 +12%
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