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Velocity Financial
VEL

Overview Fund Activity

51 hedge funds and large institutions have $580M invested in Velocity Financial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
16
Reduced
19
Closed
3
Calls
$15.6M
Puts
–
Net Calls
+$15.6M
Net Calls Change
+$3.89M

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$97.8M
2
Mariner
2
Mariner
Kansas
$1.02M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.36M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$189K
5
BCM
5
Bridgeway Capital Management
Texas
$5.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$586K
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$20.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$210K
4
BlackRock
4
BlackRock
New York
$10.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$221M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$197M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$97.8M 5,434,980 +127,145 +2%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$20.5M 1,139,761 -37,850 -3%
BlackRock
5
BlackRock
New York
$10.6M 590,459 -16,068 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.62M 423,110 +3,906 +0.9%
BCM
7
Bridgeway Capital Management
Texas
$5.02M 279,043 +9,242 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.44M 190,902 -1,836 -1%
State Street
9
State Street
Massachusetts
$3.07M 170,374 -1,508 -0.9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.36M 131,065 +13,977 +12%
EF
11
Empowered Funds
Pennsylvania
$2.2M 122,393 +9,242 +8%
Northern Trust
12
Northern Trust
Illinois
$1.41M 78,114 +741 +1%
Mariner
13
Mariner
Kansas
$1.02M 56,900 +17,143 +43%
EI
14
EAM Investors
California
$929K 51,598 +6,121 +13%
Morgan Stanley
15
Morgan Stanley
New York
$586K 32,564 -40,964 -56%
Charles Schwab
16
Charles Schwab
California
$508K 28,217 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$424K 23,558 -8,219 -26%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$358K 19,887 +2,023 +11%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$354K 19,640 +7,609 +63%
Millennium Management
20
Millennium Management
New York
$309K 17,153 -8,663 -34%
Invesco
21
Invesco
Georgia
$265K 14,702 +3,633 +33%
Bank of America
22
Bank of America
North Carolina
$255K 14,189 -5,814 -29%
B
23
Bailard
California
$252K 13,980 -1,200 -8%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$245K 13,636 – –
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$230K 12,801 +14 +0.1%
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