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Virtus Investment Partners
VRTS

Overview Fund Activity

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
Holders
198
Holders Change
+4
Holders Change %
+2.06%
% of All Funds
3.48%
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
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$13.7M
2
SCP
Steamboat Capital Partners
New York
$32.4M
3
AIM
Artemis Investment Management
United Kingdom
$6.63M
4
BCM
Basswood Capital Management
New York
$32.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$5.35M

Top Sellers

1
Millennium Management
Millennium Management
New York
$25.5M
2
SSA
Schonfeld Strategic Advisors
New York
$3.3M
3
BlackRock
BlackRock
New York
$366M
4
Norges Bank
Norges Bank
Norway
$21.6M
5
Bank of America
Bank of America
North Carolina
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$12K +$2.77K +9 +30%
PMFA
177
Plante Moran Financial Advisors
Michigan
$9K -$10.9K -34 -55%
RAM
178
Riggs Asset Management
Pennsylvania
$8K – – –
FFA
179
Freedman Financial Associates
Massachusetts
$8K – – –
HI
180
Harbour Investments
Wisconsin
$7K +$2.74K +9 +64%
S
181
SignatureFD
Georgia
$6K – – –
HFM
182
Hartford Financial Management
Connecticut
$4K – – –
TWA
183
TCI Wealth Advisors
Arizona
$4K +$857 +3 +27%
FHA
184
First Horizon Advisors
Tennessee
$4K +$800 +3 +25%
HNB
185
Huntington National Bank
Ohio
$4K +$4K +12 New
KIG
186
Kowal Investment Group
Wisconsin
$4K +$4K +13 New
GLLW
187
Graves Light Lenhart Wealth
Virginia
$3K – – –
WTC
188
WhitTier Trust Company
Nevada
$3K – – –
TFO
189
Tarbox Family Office
California
$3K – – –
SN
190
Sittner & Nelson
Oregon
$3K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$3K +$3K +9 New
EI
192
Ellevest Inc
New York
$2K -$857 -3 -30%
JFA
193
JNBA Financial Advisors
Minnesota
$2K – – –
JCM
194
Jacobi Capital Management
Pennsylvania
$2K – – –
PWMG
195
Prestige Wealth Management Group
New Jersey
$2K – – –
IA
196
IFP Advisors
Florida
$1K – – –
BCA
197
Berman Capital Advisors
Georgia
$1K – – –
BIA
198
Bell Investment Advisors
California
$1K +$1K +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
5 6 7
8
9