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Virtus Investment Partners
VRTS

194 hedge funds and large institutions have $1.77B invested in Virtus Investment Partners in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

20% more capital invested

Capital invested by funds: $1.48B → $1.77B (+$289M)

10% more funds holding

Funds holding: 177 → 194 (+17)

0.31% more ownership

Funds ownership: 82.99% → 83.3% (+0.31%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
31
Increased
59
Reduced
64
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24.1M
2
BCM
Basswood Capital Management
New York
+$23.4M
3
SCP
Steamboat Capital Partners
New York
+$18.9M
4
HAM
Hillcrest Asset Management
Texas
+$11.6M
5
ECM
ExodusPoint Capital Management
New York
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$32.1M
2
BlackRock
BlackRock
New York
-$14.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.8M
4
Millennium Management
Millennium Management
New York
-$10.1M
5
NM
Newtyn Management
New York
-$8.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
176
Freedman Financial Associates
Massachusetts
$7K – – –
RAM
177
Riggs Asset Management
Pennsylvania
$7K – – –
S
178
SignatureFD
Georgia
$6K +$5.41K +20 New
HI
179
Harbour Investments
Wisconsin
$4K -$812 -3 -18%
HFM
180
Hartford Financial Management
Connecticut
$4K – – –
EI
181
Ellevest Inc
New York
$3K – – –
FHA
182
First Horizon Advisors
Tennessee
$3K – – –
GLLW
183
Graves Light Lenhart Wealth
Virginia
$3K – – –
TFO
184
Tarbox Family Office
California
$3K – – –
WTC
185
WhitTier Trust Company
Nevada
$3K – – –
TWA
186
TCI Wealth Advisors
Arizona
$3K +$541 +2 +22%
JCM
187
Jacobi Capital Management
Pennsylvania
$2K – – –
PWMG
188
Prestige Wealth Management Group
New Jersey
$2K – – –
SN
189
Sittner & Nelson
Oregon
$2K – – –
AIG
190
American International Group
New York
$1.31K -$30.3K -112 -2%
JFA
191
JNBA Financial Advisors
Minnesota
$1K – – –
ASN
192
Advisory Services Network
Georgia
$1K +$1.35K +5 New
BCA
193
Berman Capital Advisors
Georgia
$1K +$1.62K +6 New
GC
194
Gillson Capital
Illinois
– -$4.5M -19,116 Closed
California Public Employees Retirement System
195
California Public Employees Retirement System
California
– -$3.56M -15,100 Closed
SG Americas Securities
196
SG Americas Securities
New York
– -$2.96M -12,591 Closed
Two Sigma Investments
197
Two Sigma Investments
New York
– -$1.06M -4,500 Closed
LIA
198
LS Investment Advisors
Michigan
– -$203K -863 Closed
UFF
199
USA Financial Formulas
Michigan
– -$156K -664 Closed
FF
200
FourThought Financial
Florida
– -$148K -630 Closed
5 6 7
8
9

VRTS Hedge Fund Activity: Q2 2021 in Review

194 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2021, worth a combined $1.77B — up 20% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $24.1M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $32.1M.

  • 194 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2021, up from 177 in Q1 2021.
  • Funds reported $1.77B of Virtus Investment Partners stock for Q2 2021, up 20% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q2 2021 and 13 closed out, a net change of +18 holders.
  • The largest Virtus Investment Partners buyer in Q2 2021 was Bank of America, an estimated $24.1M added.
  • The largest Virtus Investment Partners seller in Q2 2021 was Schonfeld Strategic Advisors, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.