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Virtu Financial

194 hedge funds and large institutions have $2.74B invested in Virtu Financial in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 25

34% more funds holding

Funds holding: 145194 (+49)

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

16.24% more ownership

Funds ownership: 96.45%112.69% (+16%)

6% less capital invested

Capital invested by funds: $2.91B → $2.74B (-$174M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

73% less call options, than puts

Call options by funds: $3.97M | Put options by funds: $14.8M

Holders
194
Holders Change
+49
Holders Change %
+33.79%
% of All Funds
4.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
77
Increased
57
Reduced
48
Closed
25
Calls
$3.97M
Puts
$14.8M
Net Calls
-$10.9M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OHM
1
Ordinal Holdings ManageCo
New York
$1.06B
Temasek Holdings
2
Temasek Holdings
Singapore
$448M -$111M -3,450,000 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$165M +$72.1M +2,233,749 +56%
VBA
4
Van Berkom & Associates
Quebec, Canada
$103M +$2.79M +86,417 +2%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$101M -$4.77M -147,711 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$95.3M +$89.4M +2,770,731 +339%
BlackRock
7
BlackRock
New York
$60.2M +$5.41M +167,624 +8%
HCM
8
Highline Capital Management
New York
$51.8M +$62.9M +1,950,000 New
Neuberger Berman Group
9
Neuberger Berman Group
New York
$42.4M +$22.8M +705,500 +79%
Artisan Partners
10
Artisan Partners
Wisconsin
$35.7M +$9.11M +282,243 +27%
Renaissance Technologies
11
Renaissance Technologies
New York
$34.4M +$35.8M +1,108,100 +591%
Ameriprise
12
Ameriprise
Minnesota
$29.9M +$24M +744,153 +194%
RCAMU
13
Rothschild & Co Asset Management US
Connecticut
$26.5M +$32.2M +998,591 New
RA
14
Royce & Associates
New York
$21.4M +$1.66M +51,509 +7%
Goldman Sachs
15
Goldman Sachs
New York
$20.7M -$3.43M -106,404 -12%
WMSA
16
Weiss Multi-Strategy Advisers
New York
$19.5M +$23.7M +735,414 New
PCM
17
Peregrine Capital Management
Minnesota
$18.4M +$276K +8,545 +1%
WRF
18
Waddell & Reed Financial
Kansas
$15.5M +$18.8M +583,520 New
DG
19
Delek Group
Israel
$15.1M +$5.45M +168,900 +42%
State Street
20
State Street
Massachusetts
$14.8M -$1.46M -45,140 -7%
Morgan Stanley
21
Morgan Stanley
New York
$14.8M +$8.32M +257,837 +86%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$13.4M +$5.16M +159,771 +46%
Deutsche Bank
23
Deutsche Bank
Germany
$13.3M +$12.7M +392,632 +367%
PTC
24
Philadelphia Trust Company
Pennsylvania
$12.2M -$1.18M -36,511 -7%
TCIM
25
TIAA CREF Investment Management
New York
$12M +$12.6M +390,217 +624%

VIRT Hedge Fund Activity: Q2 2018 in Review

194 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Virtu Financial (VIRT) for Q2 2018, worth a combined $2.74B — down 6% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VIRT positions and 25 closed out — a net gain of 52 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.4M. The largest seller was Temasek Holdings, cutting an estimated $111M.

  • 194 institutional investors held Virtu Financial (VIRT) as of Q2 2018, up from 145 in Q1 2018.
  • Funds reported $2.74B of Virtu Financial stock for Q2 2018, down 6% quarter-over-quarter.
  • 77 funds opened new Virtu Financial positions in Q2 2018 and 25 closed out, a net change of +52 holders.
  • The largest Virtu Financial buyer in Q2 2018 was Fidelity Investments, an estimated $89.4M added.
  • The largest Virtu Financial seller in Q2 2018 was Temasek Holdings, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2018.