VEL NYSE
Velocity Financial, Inc.
1W: +1.6%
1M: -9.1%
3M: -7.6%
YTD: -10.0%
1Y: +5.3%
3Y: +98.9%
5Y: +59.8%
$17.17
-0.38 (-2.17%)
Weekly Expected Move ±5.1%
$15
$16
$17
$18
$19
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Income Statement
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — VEL
124
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$462M
Total Invested
14
New Positions
29
Increased
61
Reduced
33
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (141 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Snow Phipps Group, LLC | 13,353,103 | $$229M | — | +0.0% | 13Q | SEC ↗ |
| 2 | Allianz Asset Management GmbH | 12,637,764 | $$217M | — | +0.0% | 12Q | SEC ↗ |
| 3 | Beach Point Capital Management LP | 6,558,512 | $$113M | +563,046 | +9.4% | 13Q | SEC ↗ |
| 4 | BlackRock, Inc. | 1,641,916 | $$28M | -30,198 | -1.8% | 7Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 961,304 | $$17M | — | +0.0% | 1Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 582,550 | $$10M | +80,528 | +16.0% | 13Q | SEC ↗ |
| 7 | VANGUARD GROUP INC | 554,568 | $$10M | +75,448 | +15.7% | 12Q | SEC ↗ |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 482,715 | $$8M | +32,669 | +7.3% | 13Q | SEC ↗ |
| 9 | AMERICAN CENTURY COMPANIES INC | 285,369 | $$5M | +52,579 | +22.6% | 7Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 275,123 | $$5M | -70,999 | -20.5% | 13Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 249,500 | $$4M | +6,894 | +2.8% | 13Q | SEC ↗ |
| 12 | STATE STREET CORP | 218,145 | $$4M | +10,259 | +4.9% | 13Q | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 105,861 | $$2M | -25,950 | -19.7% | 5Q | SEC ↗ |
| 14 | MORGAN STANLEY | 105,527 | $$2M | +2,731 | +2.7% | 12Q | SEC ↗ |
| 15 | HSBC HOLDINGS PLC | 86,750 | $$1M | -53,586 | -38.2% | 13Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 85,400 | $$1M | -2,151 | -2.5% | 13Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 80,658 | $$1M | +3,363 | +4.4% | 13Q | SEC ↗ |
| 18 | NFJ INVESTMENT GROUP, LLC | 72,611 | $$1M | — | +0.0% | 3Q | SEC ↗ |
| 19 | VANGUARD FIDUCIARY TRUST CO NEW | 69,383 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | MILLENNIUM MANAGEMENT LLC | 68,710 | $$1M | -148,372 | -68.3% | 10Q | SEC ↗ |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 66,743 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 59,232 | $$1M | -39,018 | -39.7% | 5Q | SEC ↗ |
| 23 | AQR CAPITAL MANAGEMENT LLC | 58,906 | $$1M | -16,158 | -21.5% | 4Q | SEC ↗ |
| 24 | Creative Planning | 53,898 | $$925K | -3,058 | -5.4% | 4Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 50,869 | $$873K | +2,114 | +4.3% | 13Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 44,726 | $$768K | -44,443 | -49.8% | 8Q | SEC ↗ |
| 27 | Mariner, LLC | 42,514 | $$730K | -2,435 | -5.4% | 13Q | SEC ↗ |
| 28 | BNP PARIBAS FINANCIAL MARKETS | 39,038 | $$670K | +33,798 | +645.0% | 6Q | SEC ↗ |
| 29 | XTX Topco Ltd NEW | 37,986 | $$652K | — | +0.0% | 1Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 36,765 | $$631K | +5,330 | +17.0% | 13Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 36,303 | $$623K | +5,328 | +17.2% | 13Q | SEC ↗ |
| 32 | WOLVERINE TRADING, LLC | 36,176 | $$621K | +4,776 | +15.2% | 4Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 35,244 | $$605K | +1,579 | +4.7% | 4Q | SEC ↗ |
| 34 | FIRST TRUST ADVISORS LP | 31,230 | $$536K | -72 | -0.2% | 3Q | SEC ↗ |
| 35 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31,167 | $$535K | — | +0.0% | 13Q | SEC ↗ |
| 36 | TUDOR INVESTMENT CORP ET AL NEW | 29,606 | $$508K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Empowered Funds, LLC | 29,169 | $$501K | -29,169 | -50.0% | 12Q | SEC ↗ |
| 38 | ALPS ADVISORS INC | 28,447 | $$488K | +3,880 | +15.8% | 3Q | SEC ↗ |
| 39 | RENAISSANCE TECHNOLOGIES LLC NEW | 27,700 | $$476K | — | +0.0% | 1Q | SEC ↗ |
| 40 | TWO SIGMA INVESTMENTS, LP | 24,544 | $$421K | -72,426 | -74.7% | 4Q | SEC ↗ |
| 41 | Trexquant Investment LP | 24,262 | $$417K | -5,860 | -19.5% | 7Q | SEC ↗ |
| 42 | HAP TRADING, LLC NEW | 24,159 | $$415K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Campbell & CO Investment Adviser LLC | 19,796 | $$340K | +8,931 | +82.2% | 4Q | SEC ↗ |
| 44 | PDT Partners, LLC | 19,718 | $$339K | — | +0.0% | 4Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN | 17,546 | $$301K | +6,060 | +52.8% | 12Q | SEC ↗ |
| 46 | UBS Group AG | 17,432 | $$299K | -15,504 | -47.1% | 13Q | SEC ↗ |
| 47 | VOYA INVESTMENT MANAGEMENT LLC | 17,016 | $$292K | -5,740 | -25.2% | 4Q | SEC ↗ |
| 48 | Nuveen, LLC | 15,007 | $$258K | -41,170 | -73.3% | 5Q | SEC ↗ |
| 49 | D. E. Shaw & Co., Inc. NEW | 14,907 | $$256K | — | +0.0% | 1Q | SEC ↗ |
| 50 | MARSHALL WACE, LLP | 14,266 | $$245K | -91,892 | -86.6% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 961,304 | $$17M |
| VANGUARD FIDUCIARY TRUST CO | 69,383 | $$1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 66,743 | $$1M |
| XTX Topco Ltd | 37,986 | $$652K |
| TUDOR INVESTMENT CORP ET AL | 29,606 | $$508K |
| RENAISSANCE TECHNOLOGIES LLC | 27,700 | $$476K |
| HAP TRADING, LLC | 24,159 | $$415K |
| D. E. Shaw & Co., Inc. | 14,907 | $$256K |
| CANADA PENSION PLAN INVESTMENT BOAR | 13,600 | $$234K |
| R Squared Ltd | 12,804 | $$220K |
| Cubist Systematic Strategies, LLC | 10,867 | $$187K |
| Vanguard Global Advisers, LLC | 4,037 | $$69K |
| Point72 (DIFC) Ltd | 842 | $$14K |
| Point72 Asia (Singapore) Pte. Ltd. | 751 | $$13K |
| FIFTH THIRD BANCORP | 83 | $$1K |
| Advisory Services Network, LLC | 36 | $$1K |
| Bell Investment Advisors, Inc | 29 | $$0K |
| Bare Financial Services, Inc | 28 | $$0K |
| Kilter Group LLC | 15 | $$0K |
| Root Financial Partners, LLC | 12 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 113,805 | $$2M |
| PEAK6 LLC | 65,726 | $$1M |
| GSA CAPITAL PARTNERS LLP | 50,909 | $$874K |
| TWO SIGMA ADVISERS, LP | 31,500 | $$541K |
| Verition Fund Management LLC | 20,228 | $$347K |
| STATE OF WISCONSIN INVESTMENT BOARD | 15,624 | $$268K |
| PharVision Advisers, LLC | 14,477 | $$249K |
| Engineers Gate Manager LP | 14,037 | $$241K |
| Polymer Capital Management (US) LLC | 13,731 | $$236K |
| Jump Financial, LLC | 13,568 | $$233K |
| GROUP ONE TRADING LLC | 10,633 | $$183K |
| Squarepoint Ops LLC | 10,606 | $$182K |
| ALLIANCEBERNSTEIN L.P. | 10,140 | $$174K |
| IEQ CAPITAL, LLC | 10,070 | $$173K |
| Quantbot Technologies LP | 8,577 | $$147K |
| SG Americas Securities, LLC | 6,915 | $$119K |
| Caption Management, LLC | 5,643 | $$97K |
| SUMMIT SECURITIES GROUP LLC | 1,717 | $$29K |
| SIMPLEX TRADING, LLC | 1,644 | $$28K |
| ACADIAN ASSET MANAGEMENT LLC | 1,325 | $$23K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Beach Point Capital Management LP | +563,046 | +9.4% | 6,558,512 |
| DIMENSIONAL FUND ADVISORS LP | +80,528 | +16.0% | 582,550 |
| VANGUARD GROUP INC | +75,448 | +15.7% | 554,568 |
| AMERICAN CENTURY COMPANIES INC | +52,579 | +22.6% | 285,369 |
| BNP PARIBAS FINANCIAL MARKETS | +33,798 | +645.0% | 39,038 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +32,669 | +7.3% | 482,715 |
| STATE STREET CORP | +10,259 | +4.9% | 218,145 |
| Campbell & CO Investment Adviser LL | +8,931 | +82.2% | 19,796 |
| UBS AM, a distinct business unit of | +6,976 | +787.4% | 7,862 |
| GEODE CAPITAL MANAGEMENT, LLC | +6,894 | +2.8% | 249,500 |
| WELLS FARGO & COMPANY/MN | +6,060 | +52.8% | 17,546 |
| JPMORGAN CHASE & CO | +5,330 | +17.0% | 36,765 |
| BANK OF AMERICA CORP /DE | +5,328 | +17.2% | 36,303 |
| WOLVERINE TRADING, LLC | +4,776 | +15.2% | 36,176 |
| ALPS ADVISORS INC | +3,880 | +15.8% | 28,447 |
| NORTHERN TRUST CORP | +3,363 | +4.4% | 80,658 |
| MORGAN STANLEY | +2,731 | +2.7% | 105,527 |
| Bank of New York Mellon Corp | +2,114 | +4.3% | 50,869 |
| EverSource Wealth Advisors, LLC | +1,714 | +1051.5% | 1,877 |
| FMR LLC | +1,634 | +30.8% | 6,947 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -148,372 | -68.3% | 68,710 |
| MARSHALL WACE, LLP | -91,892 | -86.6% | 14,266 |
| TWO SIGMA INVESTMENTS, LP | -72,426 | -74.7% | 24,544 |
| GOLDMAN SACHS GROUP INC | -70,999 | -20.5% | 275,123 |
| HSBC HOLDINGS PLC | -53,586 | -38.2% | 86,750 |
| CITADEL ADVISORS LLC | -44,443 | -49.8% | 44,726 |
| Nuveen, LLC | -41,170 | -73.3% | 15,007 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -39,018 | -39.7% | 59,232 |
| BlackRock, Inc. | -30,198 | -1.8% | 1,641,916 |
| Empowered Funds, LLC | -29,169 | -50.0% | 29,169 |
| Qube Research & Technologies Ltd | -25,950 | -19.7% | 105,861 |
| Connor, Clark & Lunn Investment Man | -19,961 | -63.9% | 11,273 |
| AQR CAPITAL MANAGEMENT LLC | -16,158 | -21.5% | 58,906 |
| UBS Group AG | -15,504 | -47.1% | 17,432 |
| BARCLAYS PLC | -10,553 | -43.3% | 13,809 |
| Sterling Capital Management LLC | -6,443 | -36.7% | 11,123 |
| Trexquant Investment LP | -5,860 | -19.5% | 24,262 |
| VOYA INVESTMENT MANAGEMENT LLC | -5,740 | -25.2% | 17,016 |
| Creative Planning | -3,058 | -5.4% | 53,898 |
| Mariner, LLC | -2,435 | -5.4% | 42,514 |