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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
PP
151
Paloma Partners
Connecticut
$204K +$213K +687 New
KBC Group
152
KBC Group
Belgium
$187K
AIP
153
Ameritas Investment Partners
Nebraska
$166K
NFG
154
Next Financial Group
Texas
$162K -$2.48K -8 -1%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$124K -$5.59K -18 -4%
Osaic Holdings
156
Osaic Holdings
Arizona
$123K -$21.1K -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 +$109K +350 New
TRCT
160
Tower Research Capital (TRC)
New York
$85K -$81K -261 -48%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$83K +$3.42K +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 -$3.42K -11 -5%
SWA
164
Sutton Wealth Advisors
Florida
$52K +$621 +2 +1%
Federated Hermes
165
Federated Hermes
Pennsylvania
$51K -$45.3K -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 +$26.1K +84 New
QCG
172
Quadrant Capital Group
Ohio
$14K
MAM
173
Meeder Asset Management
Ohio
$12K -$185K -597 -94%
US Bancorp
174
US Bancorp
Minnesota
$12K
FHA
175
First Horizon Advisors
Tennessee
$10K +$6.21K +20 +133%

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.