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Virtus Investment Partners

198 hedge funds and large institutions have $1.99B invested in Virtus Investment Partners in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $1.77B → $1.99B (+$215M)

2% more funds holding

Funds holding: 194198 (+4)

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

0.32% more ownership

Funds ownership: 83.3%83.62% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
198
Holders Change
+4
Holders Change %
+2.06%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
71
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$12K +$2.67K +9 +30%
PMFA
177
Plante Moran Financial Advisors
Michigan
$9K -$10.1K -34 -55%
FFA
178
Freedman Financial Associates
Massachusetts
$8K
RAM
179
Riggs Asset Management
Pennsylvania
$8K
HI
180
Harbour Investments
Wisconsin
$7K +$2.67K +9 +64%
S
181
SignatureFD
Georgia
$6K
HFM
182
Hartford Financial Management
Connecticut
$4K
FHA
183
First Horizon Advisors
Tennessee
$4K +$891 +3 +25%
TWA
184
TCI Wealth Advisors
Arizona
$4K +$891 +3 +27%
HNB
185
Huntington National Bank
Ohio
$4K +$3.56K +12 New
KIG
186
Kowal Investment Group
Wisconsin
$4K +$3.86K +13 New
GLLW
187
Graves Light Lenhart Wealth
Virginia
$3K
SN
188
Sittner & Nelson
Oregon
$3K
TFO
189
Tarbox Family Office
California
$3K
WTC
190
WhitTier Trust Company
Nevada
$3K
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$3K +$2.67K +9 New
EI
192
Ellevest Inc
New York
$2K -$891 -3 -30%
JCM
193
Jacobi Capital Management
Pennsylvania
$2K
JFA
194
JNBA Financial Advisors
Minnesota
$2K
PWMG
195
Prestige Wealth Management Group
New Jersey
$2K
BCA
196
Berman Capital Advisors
Georgia
$1K
IA
197
IFP Advisors
Florida
$1K
BIA
198
Bell Investment Advisors
California
$1K +$594 +2 New
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
-$2.5M -8,992 Closed
ACM
200
AlphaCrest Capital Management
New York
-$1.78M -6,400 Closed

VRTS Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2021, worth a combined $1.99B — up 12% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VRTS positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Millennium Management, cutting an estimated $13.7M.

  • 198 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2021, up from 194 in Q2 2021.
  • Funds reported $1.99B of Virtus Investment Partners stock for Q3 2021, up 12% quarter-over-quarter.
  • 24 funds opened new Virtus Investment Partners positions in Q3 2021 and 20 closed out, a net change of +4 holders.
  • The largest Virtus Investment Partners buyer in Q3 2021 was Fidelity Investments, an estimated $13M added.
  • The largest Virtus Investment Partners seller in Q3 2021 was Millennium Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2021.