Vericity, Inc. Common Stock
VERY
VERY was delisted on the 27th of June, 2024.
11 hedge funds and large institutions have $1.03M invested in Vericity, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
8% less funds holding
Funds holding: 12 → 11 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
47% less capital invested
Capital invested by funds: $1.96M → $1.03M (-$926K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.21K |
| 2 |
BlackRock
New York
|
+$1.19K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$206 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$514K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.9K |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$11.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7.34K |
| 5 |
Morgan Stanley
New York
|
-$143 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RC
1
RBF Capital
San Francisco,
California
| $507K | – | – | – |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $188K | +$8.21K | +1,036 | +4% |
|
3
Geode Capital Management
Boston,
Massachusetts
| $171K | -$40 | -5 | -0% |
|
|
TPWA
4
TRUE Private Wealth Advisors
Salem,
Oregon
| $114K | -$11.5K | -1,452 | -8% |
|
|
5
BlackRock
New York
| $39K | +$1.19K | +150 | +3% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $6K | -$7.34K | -926 | -52% |
|
|
7
UBS Group
Zurich,
Switzerland
| $3K | -$11.9K | -1,503 | -77% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $1K | +$206 | +26 | +28% |
|
|
IWA
10
Inspirion Wealth Advisors
Libertyville,
Illinois
| – | -$514K | -54,004 | Closed |
|
|
11
Morgan Stanley
New York
| – | -$143 | -18 | -62% |
|
VERY Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vericity, Inc. Common Stock (VERY) for Q4 2021, worth a combined $1.03M — down 47% from $1.96M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of VERY and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.
The largest buyer was Vanguard Group, adding an estimated $8.21K. The largest seller was Inspirion Wealth Advisors, exiting entirely with an estimated $514K sold.
- 11 institutional investors held Vericity, Inc. Common Stock (VERY) as of Q4 2021, down from 12 in Q3 2021.
- Funds reported $1.03M of Vericity, Inc. Common Stock stock for Q4 2021, down 47% quarter-over-quarter.
- 0 funds opened new Vericity, Inc. Common Stock positions in Q4 2021 and 1 closed out, a net change of -1 holder.
- The largest Vericity, Inc. Common Stock buyer in Q4 2021 was Vanguard Group, an estimated $8.21K added.
- The largest Vericity, Inc. Common Stock seller in Q4 2021 was Inspirion Wealth Advisors, an estimated $514K sold.
Based on aggregated 13F filings for Q4 2021.