We are live on ! Find out more
VRTS icon

Virtus Investment Partners

198 hedge funds and large institutions have $1.99B invested in Virtus Investment Partners in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $1.77B → $1.99B (+$215M)

2% more funds holding

Funds holding: 194198 (+4)

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

0.32% more ownership

Funds ownership: 83.3%83.62% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
198
Holders Change
+4
Holders Change %
+2.06%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
71
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
26
Hillcrest Asset Management
Texas
$12.7M -$503K -1,695 -4%
AC
27
AWH Capital
Texas
$12.6M -$1.47M -4,935 -11%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$12.3M +$338K +1,140 +3%
CAM
29
ClariVest Asset Management
California
$11.7M -$873K -2,942 -7%
Amundi
30
Amundi
France
$11.5M +$534K +1,800 +5%
Prudential Financial
31
Prudential Financial
New Jersey
$11.3M +$1.75M +5,895 +19%
Invesco
32
Invesco
Georgia
$10.8M +$2.69M +9,060 +35%
Ameriprise
33
Ameriprise
Minnesota
$10.4M +$105K +355 +1%
PPA
34
Parametric Portfolio Associates
Washington
$10.4M +$280K +943 +3%
N
35
Nuveen
North Carolina
$7.29M -$802K -2,701 -10%
PFMOSF
36
Philadelphia Financial Management of San Francisco
California
$7.2M -$748K -2,520 -10%
AIM
37
Artemis Investment Management
United Kingdom
$6.63M +$6.34M +21,366 New
Russell Investments Group
38
Russell Investments Group
United Kingdom
$6.43M -$1.03M -3,462 -14%
First Trust Advisors
39
First Trust Advisors
Illinois
$6.32M +$800K +2,695 +15%
NM
40
Newtyn Management
New York
$6.21M
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$6.18M -$487K -1,641 -8%
Legal & General Group
42
Legal & General Group
United Kingdom
$6.16M +$454K +1,528 +8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$6.07M -$802K -2,703 -12%
FC
44
Full18 Capital
Connecticut
$5.87M -$7.13K -24 -0.1%
Renaissance Technologies
45
Renaissance Technologies
New York
$5.35M +$5.12M +17,229 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.24M +$29.7K +100 +0.6%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$5.16M -$2.22M -7,493 -31%
Wells Fargo
48
Wells Fargo
California
$5.01M +$1.09M +3,673 +29%
IPW
49
IronBridge Private Wealth
Texas
$4.89M +$4.68M +15,751 New
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.51M -$47.5K -160 -1%

VRTS Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2021, worth a combined $1.99B — up 12% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VRTS positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Millennium Management, cutting an estimated $13.7M.

  • 198 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2021, up from 194 in Q2 2021.
  • Funds reported $1.99B of Virtus Investment Partners stock for Q3 2021, up 12% quarter-over-quarter.
  • 24 funds opened new Virtus Investment Partners positions in Q3 2021 and 20 closed out, a net change of +4 holders.
  • The largest Virtus Investment Partners buyer in Q3 2021 was Fidelity Investments, an estimated $13M added.
  • The largest Virtus Investment Partners seller in Q3 2021 was Millennium Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2021.