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Virtus Investment Partners
VRTS

182 hedge funds and large institutions have $1.36B invested in Virtus Investment Partners in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

55% more capital invested

Capital invested by funds: $876M → $1.36B (+$483M)

22% more funds holding

Funds holding: 149 → 182 (+33)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.84% less ownership

Funds ownership: 83.37% → 82.53% (-0.84%)

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
46
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$11.8M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
BlackRock
BlackRock
New York
+$6.9M
4
AAMU
Amundi Asset Management US
Massachusetts
+$4.79M
5
EIP
Epoch Investment Partners
New York
+$4.63M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$24.6M
2
VVP
Vulcan Value Partners
Alabama
-$11.7M
3
NM
Newtyn Management
New York
-$10.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.66M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Next Financial Group
Texas
$255K -$5.63K -31 -3%
AAM
127
Advisors Asset Management
Colorado
$238K +$117K +645 +142%
LPL Financial
128
LPL Financial
California
$229K +$192K +1,056 New
FF
129
FourThought Financial
Florida
$224K +$188K +1,035 New
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$221K +$185K +1,021 New
BA
131
Baugh & Associates
Georgia
$221K +$2.14M +11,785 New
ECM
132
ExodusPoint Capital Management
New York
$219K +$183K +1,007 New
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$210K +$176K +970 New
Osaic Holdings
134
Osaic Holdings
Arizona
$199K -$50.9K -280 -23%
MOACM
135
Mutual of America Capital Management
New York
$194K +$4K +22 +3%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$145K – – –
AIP
137
Ameritas Investment Partners
Nebraska
$138K +$8.17K +45 +8%
EARNEST Partners
138
EARNEST Partners
Georgia
$115K +$96.5K +531 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$92K +$2.36K +13 +3%
FFG
140
Fortem Financial Group
California
$91K +$76.5K +421 New
TRCT
141
Tower Research Capital (TRC)
New York
$85K -$1.13M -6,222 -94%
FTDI
142
First Trust Direct Indexing
Massachusetts
$70K +$58.7K +323 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$69K -$182 -1 -0.3%
UFF
144
USA Financial Formulas
Michigan
$66K +$55K +303 New
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K -$14.2K -78 -21%
VCG
146
Vantage Consulting Group
Virginia
$58K +$48.9K +269 New
PHK
147
Point72 Hong Kong
Hong Kong
$48K -$34.7K -191 -46%
SWA
148
Sutton Wealth Advisors
Florida
$37.5K – – –
Macquarie Group
149
Macquarie Group
Australia
$32K – – –
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$31K +$26.2K +144 New
4 5
6
7 8

VRTS Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2020, worth a combined $1.36B — up 55% from $876M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VRTS positions and 12 closed out — a net gain of 34 holders — while 46 added to existing stakes and 61 trimmed.

The largest buyer was Millennium Management, adding an estimated $11.8M. The largest seller was Point72 Asset Management, cutting an estimated $24.6M.

  • 182 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2020, up from 149 in Q3 2020.
  • Funds reported $1.36B of Virtus Investment Partners stock for Q4 2020, up 55% quarter-over-quarter.
  • 46 funds opened new Virtus Investment Partners positions in Q4 2020 and 12 closed out, a net change of +34 holders.
  • The largest Virtus Investment Partners buyer in Q4 2020 was Millennium Management, an estimated $11.8M added.
  • The largest Virtus Investment Partners seller in Q4 2020 was Point72 Asset Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2020.