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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
FIM
126
Freedom Investment Management
Connecticut
$346K -$271 -1 -0.1%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$344K +$338K +1,248 New
AAM
128
Advisors Asset Management
Colorado
$323K +$271 +1 +0.1%
GC
129
Globeflex Capital
California
$300K – – –
ACI
130
AMP Capital Investors
Australia
$293K -$234K -865 -45%
MOACM
131
Mutual of America Capital Management
New York
$284K +$18.9K +70 +7%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$279K +$40K +148 +17%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$278K -$108K -400 -29%
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$269K +$262K +969 New
ECM
135
Everence Capital Management
Indiana
$256K – – –
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$237K +$231K +853 New
LPL Financial
137
LPL Financial
California
$225K +$219K +810 New
MAM
138
Martingale Asset Management
Massachusetts
$223K +$217K +801 New
MFS
139
Mirabella Financial Services
United Kingdom
$222K -$2.41M -8,923 -92%
CMBA
140
C.M. Bidwell & Associates
Hawaii
$222K -$2.71K -10 -1%
PA
141
Profund Advisors
Maryland
$218K +$213K +786 New
QC
142
Quadrature Capital
United Kingdom
$212K +$206K +761 New
Squarepoint
143
Squarepoint
New York
$209K +$204K +753 New
DTL
144
Dynamic Technology Lab
Singapore
$208K -$649K -2,397 -76%
GTCM
145
Gyon Technologies Capital Management
New Jersey
$207K -$115K -424 -36%
SG
146
StoneX Group
New York
$202K +$197K +729 New
AIP
147
Ameritas Investment Partners
Nebraska
$165K – – –
Osaic Holdings
148
Osaic Holdings
Arizona
$162K -$116K -427 -42%
NFG
149
Next Financial Group
Texas
$160K -$4.87K -18 -3%
EARNEST Partners
150
EARNEST Partners
Georgia
$147K – – –
4 5
6
7 8

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.