Vericity, Inc. Common Stock
VERY
VERY was delisted on the 27th of June, 2024.
9 hedge funds and large institutions have $2.14M 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)
0.33% more ownership
Funds ownership: 1.48% → 1.81% (+0.33%)
23% less capital invested
Capital invested by funds: $2.77M → $2.14M (-$629K)
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 |
Bank of America
Charlotte,
North Carolina
|
+$10.3K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$7.73K |
| 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 |
VERY Hedge Fund Activity: Q1 2020 in Review
9 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vericity, Inc. Common Stock (VERY) for Q1 2020, worth a combined $2.14M — 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 $2.14M 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.