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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
MAM
151
Meeder Asset Management
Ohio
$198K -$626K -2,109 -77%
KBC Group
152
KBC Group
Belgium
$196K -$187K -630 -50%
AIP
153
Ameritas Investment Partners
Nebraska
$174K -$9.8K -33 -6%
NFG
154
Next Financial Group
Texas
$172K -$6.53K -22 -4%
TRCT
155
Tower Research Capital (TRC)
New York
$170K +$72.4K +244 +81%
Osaic Holdings
156
Osaic Holdings
Arizona
$150K -$31.8K -107 -18%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$135K -$5.64K -19 -4%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$128K
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$126K +$98.3K +331 +453%
HFM
160
Harvest Fund Management
China
$107K
Federated Hermes
161
Federated Hermes
Pennsylvania
$99K +$77.8K +262 +468%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$84K +$2.38K +8 +3%
SPIA
163
Steward Partners Investment Advisory
New York
$80K
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K -$5.34K -18 -8%
PCM
165
Pinz Capital Management
New York
$62K +$59.4K +200 New
SWA
166
Sutton Wealth Advisors
Florida
$53.7K
UBS Group
167
UBS Group
Switzerland
$51K -$84.3K -284 -63%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$37K
FQ
169
First Quadrant
California
$36K +$34.4K +116 New
FMB
170
Field & Main Bank
Kentucky
$34K
Macquarie Group
171
Macquarie Group
Australia
$31K
FPS
172
Fieldpoint Private Securities
Connecticut
$25K
QCG
173
Quadrant Capital Group
Ohio
$15K
US Bancorp
174
US Bancorp
Minnesota
$13K
ST
175
Sageworth Trust
Pennsylvania
$12K

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.