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Velocity Financial
VEL

Overview Fund Activity

69 hedge funds and large institutions have $640M invested in Velocity Financial in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+21
Holders Change %
+43.75%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
29
Reduced
6
Closed
1
Calls
$16M
Puts
$11.2M
Net Calls
+$4.77M
Net Calls Change
+$6.31M

Top Buyers

1
BlackRock
BlackRock
New York
$19.8M
2
American Century Companies
American Century Companies
Missouri
$1.35M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.16M
4
Charles Schwab
Charles Schwab
California
$1.56M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.84M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$9.13M
2
EI
EAM Investors
California
$0
3
State Street
State Street
Massachusetts
$2.66M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$379K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$241M – – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$215M – – –
BPCM
3
Beach Point Capital Management
California
$109M – – –
BlackRock
4
BlackRock
New York
$19.8M +$6.9M +351,846 +54%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.18M +$847K +43,198 +10%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$9.13M -$12.7M -647,742 -58%
BCM
7
Bridgeway Capital Management
Texas
$5.79M +$137K +6,968 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.84M +$958K +48,848 +33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.83M -$47.7K -2,433 -1%
EF
10
Empowered Funds
Pennsylvania
$2.72M +$137K +6,968 +5%
State Street
11
State Street
Massachusetts
$2.66M -$477K -24,321 -15%
Charles Schwab
12
Charles Schwab
California
$1.56M +$974K +49,687 +167%
Mariner
13
Mariner
Kansas
$1.49M +$72.9K +3,718 +5%
Northern Trust
14
Northern Trust
Illinois
$1.47M +$36K +1,837 +3%
American Century Companies
15
American Century Companies
Missouri
$1.35M +$1.35M +68,808 New
Morgan Stanley
16
Morgan Stanley
New York
$1.21M +$256K +13,046 +27%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.16M +$1.16M +59,200 New
Goldman Sachs
18
Goldman Sachs
New York
$1.14M +$828K +42,219 +267%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$877K +$877K +44,698 New
Squarepoint
20
Squarepoint
New York
$803K +$803K +40,953 New
Millennium Management
21
Millennium Management
New York
$564K +$222K +11,297 +65%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$546K +$155K +7,907 +40%
Citadel Advisors
23
Citadel Advisors
Florida
$509K +$187K +9,517 +58%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$492K +$335K +17,068 +213%
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$403K +$374K +19,057 +1,270%
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