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Velocity Financial

47 hedge funds and large institutions have $554M invested in Velocity Financial in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% 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
5
Increased
20
Reduced
14
Closed
4
Calls
$11.7M
Puts
Net Calls
+$11.7M
Net Calls Change
+$11.7M
Name Market Value Shares Shares
Change
Shares
Change %
SPG
1
Snow Phipps Group
New York
$211M 12,272,765
Allianz Asset Management
2
Allianz Asset Management
Germany
$189M 10,963,806
BPCM
3
Beach Point Capital Management
California
$91.4M 5,307,835 +183,916 +4%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$20.3M 1,177,611 +6,590 +0.6%
BlackRock
5
BlackRock
New York
$10.4M 606,527 +55,081 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.22M 419,204 +5,075 +1%
BCM
7
Bridgeway Capital Management
Texas
$4.65M 269,801 +10,176 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.32M 192,738 -48,240 -20%
State Street
9
State Street
Massachusetts
$2.96M 171,882 -2,255 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.02M 117,088 +18,787 +19%
EF
11
Empowered Funds
Pennsylvania
$1.95M 113,151 +10,176 +10%
Northern Trust
12
Northern Trust
Illinois
$1.33M 77,373 -1,417 -2%
Morgan Stanley
13
Morgan Stanley
New York
$1.27M 73,528 +48,694 +196%
EI
14
EAM Investors
California
$783K 45,477 +45,477 New
Mariner
15
Mariner
Kansas
$685K 39,757 +908 +2%
Goldman Sachs
16
Goldman Sachs
New York
$582K 33,824 +20,423 +152%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$547K 31,777 +47 +0.1%
Charles Schwab
18
Charles Schwab
California
$486K 28,217
Millennium Management
19
Millennium Management
New York
$445K 25,816 -42,147 -62%
Bank of America
20
Bank of America
North Carolina
$344K 20,003 +2,058 +11%
Barclays
21
Barclays
United Kingdom
$298K 17,228 +10,510 +156%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$293K 17,864 -1,025 -5%
Jane Street
23
Jane Street
New York
$264K 15,330 -5,561 -27%
B
24
Bailard
California
$261K 15,180 +100 +0.7%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$235K 13,636