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Virtus Investment Partners
VRTS

194 hedge funds and large institutions have $1.77B invested in Virtus Investment Partners in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

20% more capital invested

Capital invested by funds: $1.48B → $1.77B (+$289M)

10% more funds holding

Funds holding: 177 → 194 (+17)

0.31% more ownership

Funds ownership: 82.99% → 83.3% (+0.31%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
31
Increased
59
Reduced
64
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24.1M
2
BCM
Basswood Capital Management
New York
+$23.4M
3
SCP
Steamboat Capital Partners
New York
+$18.9M
4
HAM
Hillcrest Asset Management
Texas
+$11.6M
5
ECM
ExodusPoint Capital Management
New York
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$32.1M
2
BlackRock
BlackRock
New York
-$14.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.8M
4
Millennium Management
Millennium Management
New York
-$10.1M
5
NM
Newtyn Management
New York
-$8.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
51
Clark Capital Management Group
Pennsylvania
$3.32M -$61.1K -226 -2%
ZIM
52
Zacks Investment Management
Illinois
$3.28M -$194K -716 -6%
PE
53
Point72 Europe
United Kingdom
$3.17M -$3.73M -13,800 -55%
AllianceBernstein
54
AllianceBernstein
Tennessee
$3.16M +$176K +650 +6%
HCM
55
Huber Capital Management
California
$2.9M – – –
EVM
56
Eaton Vance Management
Massachusetts
$2.8M +$2.72M +10,037 +27,127%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.8M -$251K -927 -8%
AQR Capital Management
58
AQR Capital Management
Connecticut
$2.66M +$40.3K +149 +2%
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$2.5M +$2.43M +8,992 New
BCM
60
BlueMar Capital Management
Florida
$2.48M -$307K -1,133 -11%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$2.22M – – –
Allianz Asset Management
62
Allianz Asset Management
Germany
$2.2M +$825K +3,050 +63%
Citadel Advisors
63
Citadel Advisors
Florida
$2.04M -$3.98M -14,726 -67%
Comerica Bank
64
Comerica Bank
Texas
$2.02M -$121K -449 -6%
HIIFS
65
Harel Insurance Investments & Financial Services
Israel
$1.97M +$88.7K +328 +18%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$1.95M – – –
CS
67
Credit Suisse
Switzerland
$1.87M -$10.8K -40 -0.6%
UBS AM
68
UBS AM
Illinois
$1.86M +$147K +542 +9%
ACM
69
AlphaCrest Capital Management
New York
$1.78M +$1.73M +6,400 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$1.77M -$147K -542 -8%
BFM
71
Boothbay Fund Management
New York
$1.76M +$1.71M +6,327 New
SEI Investments
72
SEI Investments
Pennsylvania
$1.75M – – –
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$1.74M – – –
Canada Life
74
Canada Life
Manitoba, Canada
$1.73M +$14.3K +53 +0.9%
SMP
75
Santa Monica Partners
Florida
$1.69M – – –
1 2
3
4 5

VRTS Hedge Fund Activity: Q2 2021 in Review

194 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2021, worth a combined $1.77B — up 20% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $24.1M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $32.1M.

  • 194 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2021, up from 177 in Q1 2021.
  • Funds reported $1.77B of Virtus Investment Partners stock for Q2 2021, up 20% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q2 2021 and 13 closed out, a net change of +18 holders.
  • The largest Virtus Investment Partners buyer in Q2 2021 was Bank of America, an estimated $24.1M added.
  • The largest Virtus Investment Partners seller in Q2 2021 was Schonfeld Strategic Advisors, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.