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Velocity Financial

46 hedge funds and large institutions have $360M invested in Velocity Financial in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $367M → $360M (-$7.36M)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

45% less call options, than puts

Call options by funds: $6K | Put options by funds: $11K

Holders
46
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
$6K
Puts
$11K
Net Calls
Net Calls Change

Top Buyers

1 +$1.83M
2 +$826K
3 +$370K
4
Jane Street
Jane Street
New York
+$254K
5
Mariner
Mariner
Kansas
+$238K

Top Sellers

1 -$1.69M
2 -$484K
3 -$288K
4
Northern Trust
Northern Trust
Illinois
-$110K
5
Morgan Stanley
Morgan Stanley
New York
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$139M
2
$124M
3
$57.9M
4
$13.2M
5
$6.23M
6
$4.68M
7
$2.93M
8
$2.72M
9
$1.97M
10
$1.16M
11
$1.11M
12
$890K
13
$768K
14
$439K
15
$359K
16
$319K
17
$281K
18
$236K
19
$213K
20
$203K
21
$170K
22
$154K
23
$151K
24
$139K
25
$137K