VEL icon

Velocity Financial

48 hedge funds and large institutions have $581M invested in Velocity Financial in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 5148 (-3)

11% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $13.6M

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
48
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
$12.1M
Puts
$13.6M
Net Calls
Net Calls Change

Top Buyers

1 +$1.81M
2 +$1.18M
3 +$299K
4
Morgan Stanley
Morgan Stanley
New York
+$288K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$287K

Top Sellers

1 -$478K
2 -$265K
3 -$252K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$209K
5
Renaissance Technologies
Renaissance Technologies
New York
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$220M
2
$197M
3
$99.3M
4
$20M
5
$11.8M
6
$7.62M
7
$5.17M
8
$3.55M
9
$2.87M
10
$2.64M
11
$2.36M
12
$1.31M
13
$1.3M
14
$925K
15
$872K
16
$535K
17
$463K
18
$360K
19
$313K
20
$299K
21
$295K
22
$284K
23
$248K
24
$244K
25
$239K