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Virtus Investment Partners

200 hedge funds and large institutions have $1.89B invested in Virtus Investment Partners in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

1% more funds holding

Funds holding: 198200 (+2)

0.08% more ownership

Funds ownership: 83.62%83.7% (+0.08%)

5% less capital invested

Capital invested by funds: $1.99B → $1.89B (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
52
Reduced
75
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$9K -$2.79K -9 -23%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.63K +31 New
FFA
178
Freedman Financial Associates
Massachusetts
$8K
PMFA
179
Plante Moran Financial Advisors
Michigan
$8K
STCOSD
180
Sageworth Trust Company of South Dakota
South Dakota
$8K +$8.38K +27 New
RAM
181
Riggs Asset Management
Pennsylvania
$7K
S
182
SignatureFD
Georgia
$7K +$1.24K +4 +20%
HFM
183
Hartford Financial Management
Connecticut
$4K
HNB
184
Huntington National Bank
Ohio
$4K
TWA
185
TCI Wealth Advisors
Arizona
$4K
ST
186
Sageworth Trust
Pennsylvania
$3K -$9.63K -31 -78%
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
EI
191
Ellevest Inc
New York
$2K
PWMG
192
Prestige Wealth Management Group
New Jersey
$2K
PHK
193
Point72 Hong Kong
Hong Kong
$2K +$2.48K +8 New
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08K +$3.73K +12 +0.3%
BIA
195
Bell Investment Advisors
California
$1K
IA
196
IFP Advisors
Florida
$1K
JFA
197
JNBA Financial Advisors
Minnesota
$1K
C
198
Covestor
United Kingdom
$1K +$1.24K +4 New
SWM
199
Spire Wealth Management
Virginia
$1K +$1.55K +5 New
VRS
200
Virginia Retirement Systems
Virginia
$535 -$373K -1,200 -40%

VRTS Hedge Fund Activity: Q4 2021 in Review

200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2021, worth a combined $1.89B — down 5% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VRTS positions and 26 closed out — a net gain of 3 holders — while 52 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.1M. The largest seller was Millennium Management, cutting an estimated $13.8M.

  • 200 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2021, up from 198 in Q3 2021.
  • Funds reported $1.89B of Virtus Investment Partners stock for Q4 2021, down 5% quarter-over-quarter.
  • 29 funds opened new Virtus Investment Partners positions in Q4 2021 and 26 closed out, a net change of +3 holders.
  • The largest Virtus Investment Partners buyer in Q4 2021 was Fidelity Investments, an estimated $27.1M added.
  • The largest Virtus Investment Partners seller in Q4 2021 was Millennium Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.