Vericity, Inc. Common Stock
VERY
VERY was delisted on the 27th of June, 2024.
9 hedge funds and large institutions have $2.15M invested in Vericity, Inc. Common Stock in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
23% less capital invested
Capital invested by funds: $2.77M → $2.15M (-$624K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$625K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$15.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.3K |
| 4 |
Citigroup
New York
|
+$3.5K |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$600 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 2 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$12.5K |
| 3 |
MFP
Michael F. Price
|
-$3.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $795K | – | – | – |
|
|
MFP
2
Michael F. Price
| $688K | -$3.85K | -308 | -0.4% |
|
|
IWA
3
Inspirion Wealth Advisors
Libertyville,
Illinois
| $398K | +$625K | +50,004 | New |
|
|
SWM
4
Stockman Wealth Management
Billings,
Montana
| $248K | -$12.5K | -1,000 | -3% |
|
|
5
Victory Capital Management
San Antonio,
Texas
| $10K | +$15.5K | +1,236 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $7K | +$10.3K | +827 | New |
|
|
7
Citigroup
New York
| $2K | +$3.5K | +280 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$15K | -1,221 | Closed |
|
|
TPWA
10
TRUE Private Wealth Advisors
Salem,
Oregon
| – | +$600 | +48 | +267% |
|
VERY Hedge Fund Activity: Q1 2020 in Review
9 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vericity, Inc. Common Stock (VERY) for Q1 2020, worth a combined $2.15M — down 23% from $2.77M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new VERY positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Inspirion Wealth Advisors, opening a new position worth an estimated $625K. The largest seller was UBS Group, exiting entirely with an estimated $15K sold.
- 9 institutional investors held Vericity, Inc. Common Stock (VERY) as of Q1 2020, up from 6 in Q4 2019.
- Funds reported $2.15M of Vericity, Inc. Common Stock stock for Q1 2020, down 23% quarter-over-quarter.
- 4 funds opened new Vericity, Inc. Common Stock positions in Q1 2020 and 1 closed out, a net change of +3 holders.
- The largest Vericity, Inc. Common Stock buyer in Q1 2020 was Inspirion Wealth Advisors, an estimated $625K added.
- The largest Vericity, Inc. Common Stock seller in Q1 2020 was UBS Group, an estimated $15K sold.
Based on aggregated 13F filings for Q1 2020.