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Virtu Financial

173 hedge funds and large institutions have $1.99B invested in Virtu Financial in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.72M

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

5.89% less ownership

Funds ownership: 114.18%108.29% (-5.9%)

13% less funds holding

Funds holding: 199173 (-26)

26% less capital invested

Capital invested by funds: $2.69B → $1.99B (-$700M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

55% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 47

Holders
173
Holders Change
-26
Holders Change %
-13.07%
% of All Funds
3.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
21
Increased
75
Reduced
57
Closed
47
Calls
$13.6M
Puts
$4.72M
Net Calls
+$8.88M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OHM
1
Ordinal Holdings ManageCo
New York
$655M
Temasek Holdings
2
Temasek Holdings
Singapore
$276M
William Blair Investment Management
3
William Blair Investment Management
Illinois
$126M +$38.2M +1,910,471 +33%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$115M +$32.8M +1,639,372 +31%
VNIM
5
Vaughan Nelson Investment Management
Texas
$113M -$4.97M -248,230 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$107M +$1.52M +76,082 +1%
RA
7
Royce & Associates
New York
$55.2M +$33.4M +1,669,103 +98%
BlackRock
8
BlackRock
New York
$49.8M +$8.92M +445,789 +17%
Ameriprise
9
Ameriprise
Minnesota
$45.7M -$2.45M -122,639 -4%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$39.1M +$6.82M +340,757 +17%
Artisan Partners
11
Artisan Partners
Wisconsin
$29.8M +$1.85M +92,716 +5%
Goldman Sachs
12
Goldman Sachs
New York
$27.3M +$2M +100,194 +6%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$20.5M +$6.28M +313,887 +33%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$19.5M -$493K -24,619 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$16.1M +$3.63M +181,238 +23%
AssetMark Inc
16
AssetMark Inc
California
$13.9M +$3.55M +177,676 +26%
WMSA
17
Weiss Multi-Strategy Advisers
New York
$13.3M -$6.2M -310,000 -28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$12.3M +$2.39M +119,659 +19%
State Street
19
State Street
Massachusetts
$11.9M +$1.71M +85,337 +13%
Citadel Advisors
20
Citadel Advisors
Florida
$11.6M -$4.49M -224,401 -24%
PCM
21
Peregrine Capital Management
Minnesota
$11.3M +$452K +22,586 +3%
PTC
22
Philadelphia Trust Company
Pennsylvania
$10.3M +$990K +49,485 +8%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$9M +$3M +150,000 +38%
Wells Fargo
24
Wells Fargo
California
$8.62M -$587K -29,351 -5%
CCM
25
Callodine Capital Management
Massachusetts
$7.69M +$1.2M +60,000 +15%

VIRT Hedge Fund Activity: Q3 2019 in Review

173 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Virtu Financial (VIRT) for Q3 2019, worth a combined $1.99B — down 26% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of VIRT and 21 opened new positions — a net loss of 26 holders — while 57 trimmed existing stakes and 75 added.

The largest buyer was William Blair Investment Management, adding an estimated $38.2M. The largest seller was Millennium Management, cutting an estimated $12M.

  • 173 institutional investors held Virtu Financial (VIRT) as of Q3 2019, down from 199 in Q2 2019.
  • Funds reported $1.99B of Virtu Financial stock for Q3 2019, down 26% quarter-over-quarter.
  • 21 funds opened new Virtu Financial positions in Q3 2019 and 47 closed out, a net change of -26 holders.
  • The largest Virtu Financial buyer in Q3 2019 was William Blair Investment Management, an estimated $38.2M added.
  • The largest Virtu Financial seller in Q3 2019 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2019.