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Virtus Investment Partners

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: 24 (+2)

20% more capital invested

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

10% more funds holding

Funds holding: 177194 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$807K -$20K -74 -2%
Man Group
102
Man Group
United Kingdom
$790K +$212K +784 +38%
MIM
103
MetLife Investment Management
New Jersey
$764K
MAM
104
Meeder Asset Management
Ohio
$763K -$4.06K -15 -0.5%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$703K -$287K -1,061 -30%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$637K +$83.9K +310 +17%
CGH
107
Crossmark Global Holdings
Texas
$636K -$29.8K -110 -5%
Jane Street
108
Jane Street
New York
$617K +$601K +2,221 New
ProShare Advisors
109
ProShare Advisors
Maryland
$580K -$18.9K -70 -3%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$577K -$160K -591 -22%
ASRS
111
Arizona State Retirement System
Arizona
$575K -$39.8K -147 -7%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$568K
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$564K +$35.4K +131 +7%
EA
114
Ellsworth Advisors
Ohio
$531K +$29.8K +110 +6%
QSS
115
Quantitative Systematic Strategies
Florida
$519K -$1.1M -4,068 -69%
IA
116
IndexIQ Advisors
New York
$477K +$10K +37 +2%
GC
117
Guggenheim Capital
Illinois
$447K +$3.79K +14 +0.9%
HPC
118
HM Payson & Co
Maine
$444K -$54.1K -200 -11%
PP
119
Paloma Partners
Connecticut
$421K +$25.4K +94 +7%
ET
120
Equitable Trust
Tennessee
$406K +$34.6K +128 +10%
GAM
121
Gotham Asset Management
New York
$380K -$1.08K -4 -0.3%
OAM
122
Origin Asset Management
United Kingdom
$373K
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$361K
BAM
124
Blueshift Asset Management
New Jersey
$354K +$67.6K +250 +24%
KBC Group
125
KBC Group
Belgium
$350K +$341K +1,260 New

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.