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Virtus Investment Partners
VRTS

182 hedge funds and large institutions have $1.36B invested in Virtus Investment Partners in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

55% more capital invested

Capital invested by funds: $876M → $1.36B (+$483M)

22% more funds holding

Funds holding: 149 → 182 (+33)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.84% less ownership

Funds ownership: 83.37% → 82.53% (-0.84%)

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
46
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$11.8M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
BlackRock
BlackRock
New York
+$6.9M
4
AAMU
Amundi Asset Management US
Massachusetts
+$4.79M
5
EIP
Epoch Investment Partners
New York
+$4.63M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$24.6M
2
VVP
Vulcan Value Partners
Alabama
-$11.7M
3
NM
Newtyn Management
New York
-$10.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.66M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.75M -$260K -1,433 -10%
ZIM
52
Zacks Investment Management
Illinois
$2.72M +$31.6K +174 +1%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$2.66M +$1.05M +5,800 +90%
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.47M -$1.95M -10,760 -49%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.41M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
56
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.06M +$1.73M +9,500 New
EI
57
EAM Investors
California
$2.04M +$1.71M +9,416 New
American Century Companies
58
American Century Companies
Missouri
$2M +$346K +1,906 +26%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$1.95M -$6.52M -35,916 -80%
Allianz Asset Management
60
Allianz Asset Management
Germany
$1.88M +$544K +2,994 +53%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$1.74M – – –
CS
62
Credit Suisse
Switzerland
$1.73M +$475K +2,617 +49%
AG
63
Aperio Group
California
$1.68M +$4.36K +24 +0.3%
Comerica Bank
64
Comerica Bank
Texas
$1.68M -$4.91K -27 -0.4%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$1.65M +$1.38M +7,600 New
Jane Street
66
Jane Street
New York
$1.63M +$1.36M +7,507 New
Renaissance Technologies
67
Renaissance Technologies
New York
$1.59M +$1.33M +7,329 New
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$1.56M -$75.6K -416 -5%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$1.52M +$358K +1,969 +39%
Canada Life
70
Canada Life
Manitoba, Canada
$1.51M -$196K -1,079 -13%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.5M – – –
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$1.47M – – –
UBS AM
73
UBS AM
Illinois
$1.45M – – –
SEI Investments
74
SEI Investments
Pennsylvania
$1.36M -$436K -2,400 -28%
Victory Capital Management
75
Victory Capital Management
Texas
$1.34M +$425K +2,342 +61%
1 2
3
4 5

VRTS Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2020, worth a combined $1.36B — up 55% from $876M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VRTS positions and 12 closed out — a net gain of 34 holders — while 46 added to existing stakes and 61 trimmed.

The largest buyer was Millennium Management, adding an estimated $11.8M. The largest seller was Point72 Asset Management, cutting an estimated $24.6M.

  • 182 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2020, up from 149 in Q3 2020.
  • Funds reported $1.36B of Virtus Investment Partners stock for Q4 2020, up 55% quarter-over-quarter.
  • 46 funds opened new Virtus Investment Partners positions in Q4 2020 and 12 closed out, a net change of +34 holders.
  • The largest Virtus Investment Partners buyer in Q4 2020 was Millennium Management, an estimated $11.8M added.
  • The largest Virtus Investment Partners seller in Q4 2020 was Point72 Asset Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2020.