Vericity, Inc. Common Stock
VERY
VERY was delisted on the 27th of June, 2024.
6 hedge funds and large institutions have $2.77M invested in Vericity, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
13% less capital invested
Capital invested by funds: $3.19M → $2.77M (-$422K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.3K |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$291 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$80.8K |
| 2 |
MFP
Michael F. Price
|
-$62.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.26M | – | – | – |
|
|
MFP
2
Michael F. Price
| $1.09M | -$62.5K | -3,861 | -4% |
|
|
SWM
3
Stockman Wealth Management
Billings,
Montana
| $405K | -$80.8K | -4,990 | -13% |
|
|
4
UBS Group
Zurich,
Switzerland
| $15K | +$18.3K | +1,131 | +1,257% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$6K | -412 | Closed |
|
|
TPWA
7
TRUE Private Wealth Advisors
Salem,
Oregon
| – | +$291 | +18 | New |
|
VERY Hedge Fund Activity: Q4 2019 in Review
6 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vericity, Inc. Common Stock (VERY) for Q4 2019, worth a combined $2.77M — down 13% from $3.19M a quarter earlier.
Fund positioning in VERY was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $18.3K. The largest seller was Stockman Wealth Management, cutting an estimated $80.8K.
- 6 institutional investors held Vericity, Inc. Common Stock (VERY) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $2.77M of Vericity, Inc. Common Stock stock for Q4 2019, down 13% quarter-over-quarter.
- 1 fund opened new Vericity, Inc. Common Stock positions in Q4 2019 and 1 closed out, a net change of 0 holders.
- The largest Vericity, Inc. Common Stock buyer in Q4 2019 was UBS Group, an estimated $18.3K added.
- The largest Vericity, Inc. Common Stock seller in Q4 2019 was Stockman Wealth Management, an estimated $80.8K sold.
Based on aggregated 13F filings for Q4 2019.