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Virtus Investment Partners

174 hedge funds and large institutions have $1.03B invested in Virtus Investment Partners in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.13% less ownership

Funds ownership: 83.25%80.11% (-3.1%)

7% less funds holding

Funds holding: 187174 (-13)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

32% less capital invested

Capital invested by funds: $1.5B → $1.03B (-$474M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
174
Holders Change
-13
Holders Change %
-6.95%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
56
Reduced
63
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$64K -$551K -2,916 -89%
HFM
127
Harvest Fund Management
China
$59K
TRCT
128
Tower Research Capital (TRC)
New York
$57K +$12.8K +68 +26%
S
129
SignatureFD
Georgia
$55K +$45.1K +239 +285%
QCG
130
Quadrant Capital Group
Ohio
$48K +$23.4K +124 +79%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$43K
SWA
132
Sutton Wealth Advisors
Florida
$42.1K +$13.8K +73 +42%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K +$4.34K +23 +11%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$41K +$27.4K +145 +154%
Osaic Holdings
135
Osaic Holdings
Arizona
$29K -$23K -122 -41%
Lazard Asset Management
136
Lazard Asset Management
New York
$26K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$24K +$3.78K +20 +16%
US Bancorp
138
US Bancorp
Minnesota
$23K +$10.6K +56 +70%
AF
139
Allworth Financial
California
$21K +$22.7K +120 +2,400%
PA
140
Parallel Advisors
California
$20K +$15.7K +83 +259%
FMB
141
Field & Main Bank
Kentucky
$19K
Macquarie Group
142
Macquarie Group
Australia
$17K
SPIA
143
Steward Partners Investment Advisory
New York
$17K
CWM
144
Curi Wealth Management
North Carolina
$16K +$17.4K +92 New
RTC
145
Riverview Trust Company
Washington
$13K +$14.7K +78 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$10K +$6.99K +37 +154%
Bessemer Group
147
Bessemer Group
New Jersey
$10K +$10.8K +57 New
GRP
148
Global Retirement Partners
California
$7K -$1.7K -9 -18%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$6K +$1.7K +9 +36%
LC
150
Lindbrook Capital
California
$5K +$5.29K +28 New

VRTS Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2022, worth a combined $1.03B — down 32% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of VRTS and 24 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 56 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $8.82M. The largest seller was Millennium Management, exiting entirely with an estimated $19.2M sold.

  • 174 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2022, down from 187 in Q1 2022.
  • Funds reported $1.03B of Virtus Investment Partners stock for Q2 2022, down 32% quarter-over-quarter.
  • 24 funds opened new Virtus Investment Partners positions in Q2 2022 and 31 closed out, a net change of -7 holders.
  • The largest Virtus Investment Partners buyer in Q2 2022 was Balyasny Asset Management, an estimated $8.82M added.
  • The largest Virtus Investment Partners seller in Q2 2022 was Millennium Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2022.