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Virtus Investment Partners
VRTS

Overview Fund Activity

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
Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.09%
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
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$39M
2
LOAMS
2
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.9M
3
VVP
3
Vulcan Value Partners
Alabama
$101M
4
SSA
4
Schonfeld Strategic Advisors
New York
$11.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$7.19M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
CAM
3
ClariVest Asset Management
California
$1.04M
4
BlackRock
4
BlackRock
New York
$345M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
Paloma Partners
Connecticut
$204K +$204K +687 New
KBC Group
152
KBC Group
Belgium
$187K – – –
AIP
153
Ameritas Investment Partners
Nebraska
$166K – – –
NFG
154
Next Financial Group
Texas
$162K -$2.38K -8 -1%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$124K -$5.35K -18 -4%
Osaic Holdings
156
Osaic Holdings
Arizona
$123K -$20.3K -68 -14%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$123K – – –
HFM
158
Harvest Fund Management
China
$103K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$92K +$92K +350 New
TRCT
160
Tower Research Capital (TRC)
New York
$85K -$77.6K -261 -48%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$83K +$3.25K +11 +4%
SPIA
162
Steward Partners Investment Advisory
New York
$77K – – –
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$3.26K -11 -5%
SWA
164
Sutton Wealth Advisors
Florida
$52K +$594 +2 +1%
Federated Hermes
165
Federated Hermes
Pennsylvania
$51K -$43.3K -146 -46%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$36K – – –
FQ
167
First Quadrant
California
$34K – – –
FMB
168
Field & Main Bank
Kentucky
$33K – – –
Macquarie Group
169
Macquarie Group
Australia
$30K – – –
FPS
170
Fieldpoint Private Securities
Connecticut
$24K – – –
Lazard Asset Management
171
Lazard Asset Management
New York
$24K +$24K +84 New
QCG
172
Quadrant Capital Group
Ohio
$14K – – –
MAM
173
Meeder Asset Management
Ohio
$12K -$175K -597 -94%
US Bancorp
174
US Bancorp
Minnesota
$12K – – –
FHA
175
First Horizon Advisors
Tennessee
$10K +$5.71K +20 +133%
5 6
7
8 9