Vericity, Inc. Common Stock
VERY
VERY was delisted on the 27th of June, 2024.
10 hedge funds and large institutions have $1.25M invested in Vericity, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6% less capital invested
Capital invested by funds: $1.33M → $1.25M (-$73.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$28.7K |
| 2 |
BlackRock
New York
|
+$6.42K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.09K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$76 |
| 5 |
JP Morgan Chase
New York
|
+$19 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$67.5K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$675 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RC
1
RBF Capital
San Francisco,
California
| $431K | – | – | – |
|
|
IWA
2
Inspirion Wealth Advisors
Libertyville,
Illinois
| $319K | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $176K | +$5.09K | +800 | +3% |
|
|
4
Geode Capital Management
Boston,
Massachusetts
| $136K | +$76 | +12 | +0% |
|
|
TPWA
5
TRUE Private Wealth Advisors
Salem,
Oregon
| $97.6K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $56.9K | +$28.7K | +4,511 | +88% |
|
|
7
BlackRock
New York
| $36.7K | +$6.42K | +1,008 | +19% |
|
8
Wells Fargo
San Francisco,
California
| $89 | – | – | – |
|
|
9
JP Morgan Chase
New York
| $16 | +$19 | +3 | New |
|
|
SWM
10
Stockman Wealth Management
Billings,
Montana
| – | -$67.5K | -11,196 | Closed |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$675 | -106 | -61% |
|
VERY Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vericity, Inc. Common Stock (VERY) for Q3 2023, worth a combined $1.25M — down 5.6% from $1.33M a quarter earlier.
Fund positioning in VERY was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $28.7K. The largest seller was Stockman Wealth Management, exiting entirely with an estimated $67.5K sold.
- 10 institutional investors held Vericity, Inc. Common Stock (VERY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $1.25M of Vericity, Inc. Common Stock stock for Q3 2023, down 5.6% quarter-over-quarter.
- 1 fund opened new Vericity, Inc. Common Stock positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest Vericity, Inc. Common Stock buyer in Q3 2023 was Tower Research Capital (TRC), an estimated $28.7K added.
- The largest Vericity, Inc. Common Stock seller in Q3 2023 was Stockman Wealth Management, an estimated $67.5K sold.
Based on aggregated 13F filings for Q3 2023.