Vericity, Inc. Common Stock
VERY
VERY was delisted on the 27th of June, 2024.
10 hedge funds and large institutions have $1.33M invested in Vericity, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
17% less funds holding
Funds holding: 12 → 10 (-2)
66% less capital invested
Capital invested by funds: $3.94M → $1.33M (-$2.62M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Stockman Wealth Management
Billings,
Montana
|
+$76K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$21.4K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$678 |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$502 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$2.42M |
| 2 |
BlackRock
New York
|
-$1.43K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$486 |
| 4 |
Morgan Stanley
New York
|
-$155 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RC
1
RBF Capital
San Francisco,
California
| $441K | – | – | – |
|
|
IWA
2
Inspirion Wealth Advisors
Libertyville,
Illinois
| $326K | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $175K | +$678 | +100 | +0.3% |
|
4
Geode Capital Management
Boston,
Massachusetts
| $155K | – | – | – |
|
|
TPWA
5
TRUE Private Wealth Advisors
Salem,
Oregon
| $99.8K | – | – | – |
|
|
SWM
6
Stockman Wealth Management
Billings,
Montana
| $67.5K | +$76K | +11,196 | New |
|
|
7
BlackRock
New York
| $31.5K | -$1.43K | -210 | -4% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $30.9K | +$21.4K | +3,156 | +160% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$502 | +74 | +74% |
|
|
10
Wells Fargo
San Francisco,
California
| $90 | +$7 | +1 | +7% |
|
|
SAG
11
SageView Advisory Group
Newport Beach,
California
| – | -$2.42M | -327,782 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$486 | -66 | Closed |
|
|
13
Morgan Stanley
New York
| – | -$155 | -21 | Closed |
|
VERY Hedge Fund Activity: Q2 2023 in Review
10 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vericity, Inc. Common Stock (VERY) for Q2 2023, worth a combined $1.33M — down 66% from $3.94M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VERY and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Stockman Wealth Management, opening a new position worth an estimated $76K. The largest seller was SageView Advisory Group, exiting entirely with an estimated $2.42M sold.
- 10 institutional investors held Vericity, Inc. Common Stock (VERY) as of Q2 2023, down from 12 in Q1 2023.
- Funds reported $1.33M of Vericity, Inc. Common Stock stock for Q2 2023, down 66% quarter-over-quarter.
- 1 fund opened new Vericity, Inc. Common Stock positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest Vericity, Inc. Common Stock buyer in Q2 2023 was Stockman Wealth Management, an estimated $76K added.
- The largest Vericity, Inc. Common Stock seller in Q2 2023 was SageView Advisory Group, an estimated $2.42M sold.
Based on aggregated 13F filings for Q2 2023.