Vericity, Inc. Common Stock
VERY
VERY was delisted on the 27th of June, 2024.
12 hedge funds and large institutions have $1.96M invested in Vericity, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.
9% less capital invested
Capital invested by funds: $2.15M → $1.96M (-$191K)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
25% less funds holding
Funds holding: 16 → 12 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RBF Capital
San Francisco,
California
|
+$122K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12.6K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.39K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$143K |
| 2 |
HF
HRT Financial
New York
|
-$109K |
| 3 |
JP Morgan Chase
New York
|
-$23K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.42K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RC
1
RBF Capital
San Francisco,
California
| $696K | +$122K | +13,908 | +24% |
|
|
IWA
2
Inspirion Wealth Advisors
Libertyville,
Illinois
| $514K | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $248K | – | – | – |
|
4
Geode Capital Management
Boston,
Massachusetts
| $237K | -$700 | -80 | -0.3% |
|
|
TPWA
5
TRUE Private Wealth Advisors
Salem,
Oregon
| $171K | – | – | – |
|
6
BlackRock
New York
| $52K | -$1.05K | -120 | -2% |
|
|
7
UBS Group
Zurich,
Switzerland
| $19K | +$12.6K | +1,436 | +280% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $17K | +$4.39K | +502 | +39% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $1K | -$3.42K | -391 | -81% |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$1.18K | -135 | -49% |
|
|
SWM
11
Stockman Wealth Management
Billings,
Montana
| – | -$143K | -14,500 | Closed |
|
|
HF
12
HRT Financial
New York
| – | -$109K | -11,479 | Closed |
|
|
13
JP Morgan Chase
New York
| – | -$23K | -2,361 | Closed |
|
14
Morgan Stanley
New York
| – | -$525 | -60 | -67% |
|
|
15
Wells Fargo
San Francisco,
California
| – | +$26 | +3 | +27% |
|
VERY Hedge Fund Activity: Q3 2021 in Review
12 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vericity, Inc. Common Stock (VERY) for Q3 2021, worth a combined $1.96M — down 8.9% from $2.15M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VERY and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 4 added.
The largest buyer was RBF Capital, adding an estimated $122K. The largest seller was Stockman Wealth Management, exiting entirely with an estimated $143K sold.
- 12 institutional investors held Vericity, Inc. Common Stock (VERY) as of Q3 2021, down from 16 in Q2 2021.
- Funds reported $1.96M of Vericity, Inc. Common Stock stock for Q3 2021, down 8.9% quarter-over-quarter.
- 0 funds opened new Vericity, Inc. Common Stock positions in Q3 2021 and 4 closed out, a net change of -4 holders.
- The largest Vericity, Inc. Common Stock buyer in Q3 2021 was RBF Capital, an estimated $122K added.
- The largest Vericity, Inc. Common Stock seller in Q3 2021 was Stockman Wealth Management, an estimated $143K sold.
Based on aggregated 13F filings for Q3 2021.