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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
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$1.63M +$6.22K +23 +0.4%
Voloridge Investment Management
77
Voloridge Investment Management
Florida
$1.6M +$871K +3,221 +127%
TFA
78
Toth Financial Advisory
Virginia
$1.57M +$27.1K +100 +2%
Barclays
79
Barclays
United Kingdom
$1.56M -$1.22M -4,511 -45%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.53M +$5.41K +20 +0.4%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$1.49M +$329K +1,215 +29%
TPSF
82
Texas Permanent School Fund
Texas
$1.49M +$8.93K +33 +0.6%
VRS
83
Virginia Retirement Systems
Virginia
$1.44M +$54.1K +200 +4%
American Century Companies
84
American Century Companies
Missouri
$1.43M -$1.72M -6,359 -55%
Deutsche Bank
85
Deutsche Bank
Germany
$1.41M -$41.1K -152 -3%
RJA
86
Raymond James & Associates
Florida
$1.39M +$748K +2,766 +124%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$1.38M +$40.6K +150 +3%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.36M +$1.33M +4,904 New
Victory Capital Management
89
Victory Capital Management
Texas
$1.35M -$163K -601 -11%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$1.28M -$189K -700 -13%
Lazard Asset Management
91
Lazard Asset Management
New York
$1.24M +$1.21M +4,475 New
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$1.23M -$128K -473 -10%
CSS
93
Cubist Systematic Strategies
Connecticut
$1.15M +$992K +3,667 +761%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12M +$4.6K +17 +0.4%
Citigroup
95
Citigroup
New York
$1.12M -$109K -402 -9%
AC
96
Apogem Capital
New York
$1.08M +$1.06M +3,905 New
AB
97
Amalgamated Bank
New York
$1.08M +$1.06M +3,901 New
HF
98
HRT Financial
New York
$993K +$967K +3,575 New
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$889K – – –
WAM
100
Wakefield Asset Management
Colorado
$888K -$114K -422 -12%
2 3
4
5 6

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.