Velocity Financial, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
SNOW PHIPPS GROUP, LLC | 10/08/2024 | 12.27 M | $240.67 M | 0.00% | 37.52% |
ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 10.96 M | $215.00 M | 0.00% | 33.52% |
BEACH POINT CAPITAL MANAGEMENT LP | 10/18/2024 | 5.54 M | $108.56 M | 0.00% | 16.92% |
BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.01 M | $19.77 M | 100.00% | 3.08% |
VANGUARD GROUP INC | 11/13/2024 | 467,908 | $9.18 M | 10.17% | 1.43% |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 465,349 | $9.13 M | -58.19% | 1.42% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 410,000 | $8.04 M | 16.44% | 1.25% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 295,371 | $5.79 M | 2.42% | 0.90% |
DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 195,906 | $3.84 M | 33.22% | 0.60% |
GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 195,475 | $3.83 M | -1.23% | 0.60% |
CITADEL ADVISORS LLC | 11/14/2024 | 166,700 | $3.27 M | -9.30% | 0.51% |
EMPOWERED FUNDS, LLC | 11/06/2024 | 138,721 | $2.72 M | 5.29% | 0.42% |
STATE STREET CORP | 11/14/2024 | 135,677 | $2.66 M | -15.20% | 0.41% |
CITADEL ADVISORS LLC | 11/14/2024 | 121,300 | $2.38 M | 26.35% | 0.37% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 87,900 | $1.72 M | -49.22% | 0.27% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 79,505 | $1.56 M | 166.63% | 0.24% |
MARINER, LLC | 11/13/2024 | 76,143 | $1.49 M | 5.13% | 0.23% |
AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 68,808 | $1.35 M | 100.00% | 0.21% |
MORGAN STANLEY | 11/14/2024 | 61,693 | $1.21 M | 26.82% | 0.19% |
RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 59,200 | $1.16 M | 100.00% | 0.18% |
GOLDMAN SACHS GROUP INC | 11/14/2024 | 58,061 | $1.14 M | 266.50% | 0.18% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 44,698 | $876,528 | 100.00% | 0.14% |
PEAK6 INVESTMENTS LLC | 11/14/2024 | 42,300 | $829,503 | 62.69% | 0.13% |
SQUAREPOINT OPS LLC | 11/14/2024 | 40,953 | $803,088 | 100.00% | 0.13% |
PEAK6 INVESTMENTS LLC | 11/14/2024 | 30,200 | $592,222 | -32.59% | 0.09% |
MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 28,742 | $563,631 | 64.76% | 0.09% |
CITADEL ADVISORS LLC | 11/14/2024 | 25,978 | $509,429 | 57.82% | 0.08% |
JPMORGAN CHASE & CO | 11/08/2024 | 25,073 | $491,681 | 213.22% | 0.08% |
BARCLAYS PLC | 11/19/2024 | 19,916 | $391,000 | 139.00% | 0.06% |
BANK OF NEW YORK MELLON CORP | 11/12/2024 | 19,304 | $378,551 | -25.30% | 0.06% |
JANUS HENDERSON GROUP PLC | 11/14/2024 | 16,026 | $314,270 | -3.92% | 0.05% |
BANK OF AMERICA CORP /DE/ | 11/14/2024 | 15,597 | $305,858 | 12.78% | 0.05% |
BAILARD, INC. | 10/30/2024 | 14,700 | $288,267 | 100.00% | 0.04% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 14,661 | $287,502 | 100.00% | 0.04% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 14,508 | $285,000 | 100.00% | 0.04% |
RHUMBLINE ADVISERS | 11/12/2024 | 13,669 | $268,041 | 2.40% | 0.04% |
NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 13,636 | $267,402 | 0.00% | 0.04% |
MARSHALL WACE, LLP | 11/14/2024 | 13,008 | $255,087 | 100.00% | 0.04% |
WELLS FARGO & COMPANY/MN | 11/13/2024 | 12,134 | $237,948 | 21.88% | 0.04% |
TREXQUANT INVESTMENT LP | 11/12/2024 | 11,343 | $222,436 | 100.00% | 0.03% |
WOLVERINE TRADING, LLC | 11/14/2024 | 10,900 | $213,095 | -44.10% | 0.03% |
MML INVESTORS SERVICES, LLC | 11/15/2024 | 10,494 | $206,000 | 100.00% | 0.03% |
JANE STREET GROUP, LLC | 11/15/2024 | 10,453 | $204,983 | 100.00% | 0.03% |
GSA CAPITAL PARTNERS LLP | 11/05/2024 | 10,073 | $198,000 | 100.00% | 0.03% |
ROYAL BANK OF CANADA | 11/14/2024 | 7,484 | $146,000 | 19.80% | 0.02% |
SG AMERICAS SECURITIES, LLC | 10/03/2024 | 5,329 | $105,000 | 100.00% | 0.02% |
METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 5,187 | $101,717 | 0.00% | 0.02% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 4,944 | $96,952 | 1.29% | 0.02% |
COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 4,814 | $94,403 | -0.62% | 0.01% |
UBS GROUP AG | 11/14/2024 | 4,526 | $88,755 | 48.01% | 0.01% |
Velocity Financial, Inc.institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Velocity Financial, Inc.. The most heavily invested institutionals were:
Snow Phipps Group, LLC: 12.27 M
Allianz Asset Management GmbH: 10.96 M
Beach Point Capital Management LP: 5.54 M
BlackRock Funding, Inc. /DE: 1.01 M
VANGUARD GROUP INC: 467,908
ADAGE CAPITAL PARTNERS GP, L.L.C.: 465,349
99.80% of Velocity Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 33.26 M shares in the last 24 months. This purchase volume represents approximately $645.57 M in transactions.