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Virtus Investment Partners

198 hedge funds and large institutions have $1.99B invested in Virtus Investment Partners in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $1.77B → $1.99B (+$215M)

2% more funds holding

Funds holding: 194198 (+4)

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

0.32% more ownership

Funds ownership: 83.3%83.62% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
198
Holders Change
+4
Holders Change %
+2.06%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
71
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
126
Man Group
United Kingdom
$453K -$411K -1,385 -49%
JF
127
Jump Financial
Illinois
$448K +$429K +1,444 New
OAM
128
Origin Asset Management
United Kingdom
$417K
GAM
129
Gotham Asset Management
New York
$413K -$10.7K -36 -3%
HPC
130
HM Payson & Co
Maine
$403K -$89.1K -300 -19%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$402K +$384K +1,295 New
HSBC Holdings
132
HSBC Holdings
United Kingdom
$397K +$6.24K +21 +2%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$382K +$67.1K +226 +22%
FIM
134
Freedom Investment Management
Connecticut
$370K -$16.3K -55 -4%
AAM
135
Advisors Asset Management
Colorado
$358K -$2.67K -9 -0.8%
ProShare Advisors
136
ProShare Advisors
Maryland
$348K -$287K -968 -46%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$341K -$59.4K -200 -15%
GC
138
Globeflex Capital
California
$335K
MOACM
139
Mutual of America Capital Management
New York
$298K -$18.7K -63 -6%
Jane Street
140
Jane Street
New York
$292K -$380K -1,281 -58%
GC
141
Guggenheim Capital
Illinois
$288K -$203K -684 -42%
ECM
142
Everence Capital Management
Indiana
$285K
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$255K -$9.2K -31 -4%
CMBA
144
C.M. Bidwell & Associates
Hawaii
$249K
SG
145
StoneX Group
New York
$236K +$8.91K +30 +4%
LPL Financial
146
LPL Financial
California
$229K -$21.4K -72 -9%
PA
147
Profund Advisors
Maryland
$217K -$25.8K -87 -11%
Lido Advisors
148
Lido Advisors
California
$209K +$201K +676 New
6M
149
6 Meridian
Kansas
$206K +$197K +665 New
GCP
150
GSA Capital Partners
United Kingdom
$204K +$195K +657 New

VRTS Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2021, worth a combined $1.99B — up 12% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VRTS positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Millennium Management, cutting an estimated $13.7M.

  • 198 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2021, up from 194 in Q2 2021.
  • Funds reported $1.99B of Virtus Investment Partners stock for Q3 2021, up 12% quarter-over-quarter.
  • 24 funds opened new Virtus Investment Partners positions in Q3 2021 and 20 closed out, a net change of +4 holders.
  • The largest Virtus Investment Partners buyer in Q3 2021 was Fidelity Investments, an estimated $13M added.
  • The largest Virtus Investment Partners seller in Q3 2021 was Millennium Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2021.