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Virtus Investment Partners
VRTS

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: 198 → 200 (+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: 4 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.1M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$12.4M
3
VVP
Vulcan Value Partners
Alabama
+$12M
4
SSA
Schonfeld Strategic Advisors
New York
+$9.01M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.52M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.3M
3
CAM
ClariVest Asset Management
California
-$10.6M
4
BlackRock
BlackRock
New York
-$6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$1.58M -$31.4K -101 -2%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$1.56M -$311 -1 -0%
Comerica Bank
78
Comerica Bank
Texas
$1.56M -$2.2M -7,072 -53%
TPSF
79
Texas Permanent School Fund
Texas
$1.53M -$48.4K -156 -3%
ACM
80
AlphaCrest Capital Management
New York
$1.51M +$1.58M +5,100 New
Deutsche Bank
81
Deutsche Bank
Germany
$1.51M +$6.83K +22 +0.4%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$1.5M -$62.1K -200 -4%
AC
83
Apogem Capital
New York
$1.49M -$259K -833 -14%
BA
84
Bridgewater Advisors
New York
$1.45M +$90.7K +292 +6%
AIG
85
American International Group
New York
$1.31M -$46K -148 -3%
Marshall Wace
86
Marshall Wace
United Kingdom
$1.26M +$1.31M +4,228 New
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.24M -$904K -2,910 -41%
CSS
88
Cubist Systematic Strategies
Connecticut
$1.2M -$70.5K -227 -5%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$1.17M -$1.26M -4,050 -51%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$1.13M -$93.2K -300 -7%
AB
91
Amalgamated Bank
New York
$1.11M -$29.8K -96 -3%
BCM
92
BlueMar Capital Management
Florida
$1.04M +$91K +293 +9%
CAM
93
ClariVest Asset Management
California
$1.04M -$10.6M -34,139 -91%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$1.04M – – –
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$1.03M +$1.08M +3,462 New
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$950K +$994K +3,200 New
WAM
97
Wakefield Asset Management
Colorado
$920K +$3.1K +10 +0.3%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$907K -$773K -2,489 -45%
MSRPS
99
Maryland State Retirement & Pension System
Maryland
$841K +$311 +1 +0%
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$823K -$42.9K -138 -5%
2 3
4
5 6

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.