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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
GLLW
176
Graves Light Lenhart Wealth
Virginia
$2K +$1.82K +10 New
BSSFA
177
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.36K +13 New
AIG
178
American International Group
New York
$1.06K -$31.6K -174 -3%
AssetMark Inc
179
AssetMark Inc
California
$1K – – –
JFA
180
JNBA Financial Advisors
Minnesota
$1K – – –
Hotchkis & Wiley Capital Management
181
Hotchkis & Wiley Capital Management
California
– -$3.83M -27,660 Closed
HF
182
HRT Financial
New York
– -$460K -3,321 Closed
WCM
183
Weld Capital Management
New York
– -$355K -2,558 Closed
BPM
184
Bowling Portfolio Management
Ohio
– -$308K -2,222 Closed
PP
185
Paloma Partners
Connecticut
– -$235K -1,694 Closed
MAM
186
Meeder Asset Management
Ohio
– -$224K -1,614 Closed
LIA
187
LS Investment Advisors
Michigan
– -$200K -1,446 Closed
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
– -$35K -250 Closed
Federated Hermes
189
Federated Hermes
Pennsylvania
– -$18K -131 Closed
GT
190
Glenmede Trust
Pennsylvania
– -$11K -82 Closed
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -49 Closed
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.