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Virtus Investment Partners
VRTS

Overview Fund Activity

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
Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.09%
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
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$39M
2
LOAMS
2
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.9M
3
VVP
3
Vulcan Value Partners
Alabama
$101M
4
SSA
4
Schonfeld Strategic Advisors
New York
$11.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$7.19M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
CAM
3
ClariVest Asset Management
California
$1.04M
4
BlackRock
4
BlackRock
New York
$345M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$9K -$2.7K -9 -23%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +31 New
PMFA
178
Plante Moran Financial Advisors
Michigan
$8K – – –
FFA
179
Freedman Financial Associates
Massachusetts
$8K – – –
STCOSD
180
Sageworth Trust Company of South Dakota
South Dakota
$8K +$8K +27 New
RAM
181
Riggs Asset Management
Pennsylvania
$7K – – –
S
182
SignatureFD
Georgia
$7K +$1.17K +4 +20%
HNB
183
Huntington National Bank
Ohio
$4K – – –
HFM
184
Hartford Financial Management
Connecticut
$4K – – –
TWA
185
TCI Wealth Advisors
Arizona
$4K – – –
ST
186
Sageworth Trust
Pennsylvania
$3K -$10.3K -31 -78%
WTC
187
WhitTier Trust Company
Nevada
$3K – – –
TFO
188
Tarbox Family Office
California
$3K – – –
GLLW
189
Graves Light Lenhart Wealth
Virginia
$3K – – –
SN
190
Sittner & Nelson
Oregon
$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 +$2K +8 New
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08K +$4 +12 +0.3%
JFA
195
JNBA Financial Advisors
Minnesota
$1K – – –
IA
196
IFP Advisors
Florida
$1K – – –
BIA
197
Bell Investment Advisors
California
$1K – – –
C
198
Covestor
United Kingdom
$1K +$1K +4 New
SWM
199
Spire Wealth Management
Virginia
$1K +$1K +5 New
VRS
200
Virginia Retirement Systems
Virginia
$535 -$357 -1,200 -40%
6 7
8
9 10