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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
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$30K -$34K -187 -57%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$26K +$20.7K +114 +1,425%
FMB
153
Field & Main Bank
Kentucky
$24K – – –
RMC
154
Resources Management Corp
Connecticut
$22K +$18.2K +100 New
SPIA
155
Steward Partners Investment Advisory
New York
$22K +$18.2K +100 New
FPS
156
Fieldpoint Private Securities
Connecticut
$17K +$14.5K +80 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$16K +$13.3K +73 New
FCA
158
FinTrust Capital Advisors
South Carolina
$16K +$158K +868 New
QCG
159
Quadrant Capital Group
Ohio
$10K +$1.45K +8 +21%
US Bancorp
160
US Bancorp
Minnesota
$9K +$2.18K +12 +40%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$6K +$1.09K +6 +27%
FFA
162
Freedman Financial Associates
Massachusetts
$6K +$4.91K +27 New
HWA
163
Heritage Wealth Advisors
Virginia
$5K – – –
RAM
164
Riggs Asset Management
Pennsylvania
$5K +$4.54K +25 New
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$4K +$1.82K +10 +143%
ASN
166
Advisory Services Network
Georgia
$4K +$2.54K +14 +280%
BWP
167
Baldwin Wealth Partners
Massachusetts
$3K – – –
HFM
168
Hartford Financial Management
Connecticut
$3K – – –
EI
169
Ellevest Inc
New York
$2K -$545 -3 -30%
BWA
170
BDO Wealth Advisors
Florida
$2K – – –
JCM
171
Jacobi Capital Management
Pennsylvania
$2K – – –
PWMG
172
Prestige Wealth Management Group
New Jersey
$2K – – –
TFO
173
Tarbox Family Office
California
$2K – – –
WTC
174
WhitTier Trust Company
Nevada
$2K – – –
SN
175
Sittner & Nelson
Oregon
$2K +$1.64K +9 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.