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Velocity Financial
VEL

Overview Fund Activity

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.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
13
Reduced
18
Closed
1
Calls
$6K
Puts
$11K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$57.9M
2
Millennium Management
2
Millennium Management
New York
$768K
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$13.2M
4
Jane Street
4
Jane Street
New York
$236K
5
Mariner
5
Mariner
Kansas
$439K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68M
2
BlackRock
2
BlackRock
New York
$6.23M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.72M
4
Northern Trust
4
Northern Trust
Illinois
$890K
5
Morgan Stanley
5
Morgan Stanley
New York
$281K
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$139M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$124M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$57.9M 5,123,919 +150,524 +3%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$13.2M 1,171,021 +30,410 +3%
BlackRock
5
BlackRock
New York
$6.23M 551,446 -39,807 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.68M 414,129 -139,272 -25%
BCM
7
Bridgeway Capital Management
Texas
$2.93M 259,625 +8,374 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.72M 240,978 -23,683 -9%
State Street
9
State Street
Massachusetts
$1.97M 174,137 -3,043 -2%
EF
10
Empowered Funds
Pennsylvania
$1.16M 102,975 +8,374 +9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.11M 98,301 +16,386 +20%
Northern Trust
12
Northern Trust
Illinois
$890K 78,790 -9,084 -10%
Millennium Management
13
Millennium Management
New York
$768K 67,963 +67,963 New
Mariner
14
Mariner
Kansas
$439K 38,849 +19,549 +101%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$359K 31,730 +566 +2%
Charles Schwab
16
Charles Schwab
California
$319K 28,217 – –
Morgan Stanley
17
Morgan Stanley
New York
$281K 24,834 -8,512 -26%
Jane Street
18
Jane Street
New York
$236K 20,891 +20,891 New
HSBC Holdings
19
HSBC Holdings
United Kingdom
$213K 18,889 -845 -4%
Bank of America
20
Bank of America
North Carolina
$203K 17,945 +1,736 +11%
B
21
Bailard
California
$170K 15,080 -4,303 -22%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$154K 13,636 – –
Goldman Sachs
23
Goldman Sachs
New York
$151K 13,401 -8,443 -39%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$139K 12,311 +525 +4%
AC
25
Almitas Capital
California
$137K 12,120 – –
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