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Virtus Investment Partners

200 hedge funds and large institutions have $1.89B invested in Virtus Investment Partners in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

1% more funds holding

Funds holding: 198200 (+2)

0.08% more ownership

Funds ownership: 83.62%83.7% (+0.08%)

5% less capital invested

Capital invested by funds: $1.99B → $1.89B (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
52
Reduced
75
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PE
51
Point72 Europe
United Kingdom
$3.35M -$821K -2,644 -19%
AllianceBernstein
52
AllianceBernstein
Tennessee
$3.31M -$2.17K -7 -0.1%
AIM
53
Artemis Investment Management
United Kingdom
$3.31M -$3.18M -10,242 -48%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$3.26M -$582K -1,873 -15%
Barclays
55
Barclays
United Kingdom
$3.25M +$1.1M +3,548 +48%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$3.1M +$75.8K +244 +2%
EVM
57
Eaton Vance Management
Massachusetts
$3M +$1.55K +5 +0%
MC
58
Mount Capital
United Kingdom
$2.65M +$2.77M +8,924 New
American Century Companies
59
American Century Companies
Missouri
$2.62M +$972K +3,130 +55%
UBS AM
60
UBS AM
Illinois
$2.6M +$381K +1,226 +16%
AQR Capital Management
61
AQR Capital Management
Connecticut
$2.34M -$7.14K -23 -0.3%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$2.24M -$4.1M -13,189 -64%
SEI Investments
63
SEI Investments
Pennsylvania
$2.11M -$830K -2,672 -27%
YCM
64
Yousif Capital Management
Michigan
$2.06M +$2.16M +6,948 New
RJA
65
Raymond James & Associates
Florida
$2.04M +$59.9K +193 +3%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$2.04M -$30.7K -99 -1%
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$2.01M +$2.1M +6,775 New
CS
68
Credit Suisse
Switzerland
$1.89M +$37K +119 +2%
Citigroup
69
Citigroup
New York
$1.85M +$496K +1,598 +34%
Canada Life
70
Canada Life
Manitoba, Canada
$1.85M +$932 +3 +0%
PI
71
Putnam Investments
Massachusetts
$1.84M +$1.92M +6,191 New
SMP
72
Santa Monica Partners
Florida
$1.8M
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$1.73M -$2.79K -9 -0.2%
TFA
74
Toth Financial Advisory
Virginia
$1.69M +$2.48K +8 +0.1%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.6M -$19.6K -63 -1%

VRTS Hedge Fund Activity: Q4 2021 in Review

200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2021, worth a combined $1.89B — down 5% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VRTS positions and 26 closed out — a net gain of 3 holders — while 52 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.1M. The largest seller was Millennium Management, cutting an estimated $13.8M.

  • 200 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2021, up from 198 in Q3 2021.
  • Funds reported $1.89B of Virtus Investment Partners stock for Q4 2021, down 5% quarter-over-quarter.
  • 29 funds opened new Virtus Investment Partners positions in Q4 2021 and 26 closed out, a net change of +3 holders.
  • The largest Virtus Investment Partners buyer in Q4 2021 was Fidelity Investments, an estimated $27.1M added.
  • The largest Virtus Investment Partners seller in Q4 2021 was Millennium Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.