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Virtus Investment Partners

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: 198200 (+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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$429K +$193K +621 +76%
HF
127
HRT Financial
New York
$428K -$305K -983 -41%
DTL
128
Dynamic Technology Lab
Singapore
$422K +$442K +1,422 New
MS
129
Maven Securities
Jersey
$392K -$429K -1,381 -51%
FIM
130
Freedom Investment Management
Connecticut
$347K -$7.14K -23 -2%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$327K
Lido Advisors
132
Lido Advisors
California
$327K +$133K +427 +63%
GC
133
Globeflex Capital
California
$321K
AAM
134
Advisors Asset Management
Colorado
$319K -$25.5K -82 -7%
HPC
135
HM Payson & Co
Maine
$297K -$93.2K -300 -23%
RP
136
Repertoire Partners
New York
$297K +$311K +1,000 New
MOACM
137
Mutual of America Capital Management
New York
$289K +$4.66K +15 +2%
ECM
138
Everence Capital Management
Indiana
$273K
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$263K +$275K +884 New
GC
140
Guggenheim Capital
Illinois
$257K -$19.6K -63 -7%
CCPM
141
Cooper Creek Partners Management
New York
$240K +$251K +807 New
LPL Financial
142
LPL Financial
California
$234K +$15.2K +49 +7%
UBS Group
143
UBS Group
Switzerland
$231K +$189K +610 +370%
SG
144
StoneX Group
New York
$228K +$2.17K +7 +0.9%
RJT
145
Raymond James Trust
Florida
$220K +$230K +740 New
GAM
146
Gotham Asset Management
New York
$214K -$189K -610 -46%
VI
147
Versor Investments
New York
$213K +$223K +718 New
Man Group
148
Man Group
United Kingdom
$211K -$233K -749 -51%
JF
149
Jump Financial
Illinois
$208K -$231K -744 -52%
AWM
150
Alterna Wealth Management
Texas
$206K +$216K +694 New

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.