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Virtus Investment Partners
VRTS

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: 194 → 198 (+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: 4 → 4 (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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$13M
2
SCP
Steamboat Capital Partners
New York
+$10.2M
3
AIM
Artemis Investment Management
United Kingdom
+$6.34M
4
BCM
Basswood Capital Management
New York
+$5.64M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.12M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13.7M
2
SSA
Schonfeld Strategic Advisors
New York
-$12.8M
3
BlackRock
BlackRock
New York
-$11.9M
4
Norges Bank
Norges Bank
Norway
-$6.08M
5
Bank of America
Bank of America
North Carolina
-$5.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
PE
51
Point72 Europe
United Kingdom
$4.32M +$753K +2,535 +22%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$4.21M +$4.03M +13,560 New
Comerica Bank
53
Comerica Bank
Texas
$4.14M +$1.93M +6,517 +97%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$3.98M -$316K -1,066 -8%
HCM
55
Huber Capital Management
California
$3.73M +$475K +1,600 +15%
ZIM
56
Zacks Investment Management
Illinois
$3.56M -$98.9K -333 -3%
CCMG
57
Clark Capital Management Group
Pennsylvania
$3.46M -$234K -787 -7%
AllianceBernstein
58
AllianceBernstein
Tennessee
$3.46M -$71.3K -240 -2%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$3.41M -$4.26M -14,355 -57%
Allianz Asset Management
60
Allianz Asset Management
Germany
$3.33M +$832K +2,803 +35%
SSA
61
Schonfeld Strategic Advisors
New York
$3.3M -$12.8M -43,200 -80%
Citadel Advisors
62
Citadel Advisors
Florida
$3.22M +$905K +3,048 +42%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.17M +$39.8K +134 +1%
EVM
64
Eaton Vance Management
Massachusetts
$3.1M +$1.78K +6 +0.1%
SEI Investments
65
SEI Investments
Pennsylvania
$3.03M +$1.04M +3,487 +55%
BFM
66
Boothbay Fund Management
New York
$2.84M +$836K +2,817 +45%
QC
67
Quadrature Capital
United Kingdom
$2.5M +$2.16M +7,289 +958%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$2.48M – – –
AQR Capital Management
69
AQR Capital Management
Connecticut
$2.45M -$495K -1,667 -17%
UBS AM
70
UBS AM
Illinois
$2.34M +$252K +850 +13%
Barclays
71
Barclays
United Kingdom
$2.3M +$534K +1,798 +32%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$2.2M +$1.36M +4,568 +180%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$2.16M +$208K +700 +11%
RJA
74
Raymond James & Associates
Florida
$2.07M +$498K +1,679 +34%
Canada Life
75
Canada Life
Manitoba, Canada
$1.95M – – –
1 2
3
4 5

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.