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Velocity Financial
VEL

Overview Fund Activity

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.

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
25
Reduced
9
Closed
9
Calls
$12.1M
Puts
$13.6M
Net Calls
-$1.53M
Net Calls Change
-$17.1M

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$99.3M
2
BlackRock
2
BlackRock
New York
$11.8M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$299K
4
Morgan Stanley
4
Morgan Stanley
New York
$872K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.64M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$20M
2
Invesco
2
Invesco
Georgia
$0
3
B
3
Bailard
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$144K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$220M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$197M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$99.3M 5,536,166 +101,186 +2%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$20M 1,113,091 -26,670 -2%
BlackRock
5
BlackRock
New York
$11.8M 656,192 +65,733 +11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.62M 424,710 +1,600 +0.4%
BCM
7
Bridgeway Capital Management
Texas
$5.17M 288,403 +9,360 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.55M 197,908 +7,006 +4%
State Street
9
State Street
Massachusetts
$2.87M 159,998 -10,376 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.64M 147,058 +15,993 +12%
EF
11
Empowered Funds
Pennsylvania
$2.36M 131,753 +9,360 +8%
Northern Trust
12
Northern Trust
Illinois
$1.31M 73,131 -4,983 -6%
Mariner
13
Mariner
Kansas
$1.3M 72,425 +15,525 +27%
EI
14
EAM Investors
California
$925K 51,598 – –
Morgan Stanley
15
Morgan Stanley
New York
$872K 48,647 +16,083 +49%
Charles Schwab
16
Charles Schwab
California
$535K 29,818 +1,601 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$463K 25,841 +2,283 +10%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$360K 19,873 -14 -0.1%
Millennium Management
19
Millennium Management
New York
$313K 17,445 +292 +2%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$299K 16,679 +16,679 New
Citadel Advisors
21
Citadel Advisors
Florida
$295K 16,461 +12,920 +365%
Goldman Sachs
22
Goldman Sachs
New York
$284K 15,842 +4,162 +36%
Bank of America
23
Bank of America
North Carolina
$248K 13,829 -360 -3%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$244K 13,636 – –
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$239K 13,348 +547 +4%
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