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Virtus Investment Partners
VRTS

Overview Fund Activity

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.

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
3.39%
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

1
Bank of America
1
Bank of America
North Carolina
$88.6M
2
BCM
2
Basswood Capital Management
New York
$24M
3
SCP
3
Steamboat Capital Partners
New York
$19.4M
4
HAM
4
Hillcrest Asset Management
Texas
$11.9M
5
ECM
5
ExodusPoint Capital Management
New York
$12M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$15M
2
BlackRock
2
BlackRock
New York
$339M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82M
4
Millennium Management
4
Millennium Management
New York
$35.6M
5
NM
5
Newtyn Management
New York
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
176
Freedman Financial Associates
Massachusetts
$7K – – –
RAM
177
Riggs Asset Management
Pennsylvania
$7K – – –
S
178
SignatureFD
Georgia
$6K +$6K +20 New
HI
179
Harbour Investments
Wisconsin
$4K -$857 -3 -18%
HFM
180
Hartford Financial Management
Connecticut
$4K – – –
EI
181
Ellevest Inc
New York
$3K – – –
GLLW
182
Graves Light Lenhart Wealth
Virginia
$3K – – –
WTC
183
WhitTier Trust Company
Nevada
$3K – – –
FHA
184
First Horizon Advisors
Tennessee
$3K – – –
TFO
185
Tarbox Family Office
California
$3K – – –
TWA
186
TCI Wealth Advisors
Arizona
$3K +$545 +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 -$31 -112 -2%
JFA
191
JNBA Financial Advisors
Minnesota
$1K – – –
ASN
192
Advisory Services Network
Georgia
$1K +$1K +5 New
BCA
193
Berman Capital Advisors
Georgia
$1K +$1K +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
– -$2.97M -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