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Virtus Investment Partners

187 hedge funds and large institutions have $1.5B invested in Virtus Investment Partners in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.46% less ownership

Funds ownership: 83.7%83.25% (-0.46%)

7% less funds holding

Funds holding: 200187 (-13)

20% less capital invested

Capital invested by funds: $1.89B → $1.5B (-$386M)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

Holders
187
Holders Change
-13
Holders Change %
-6.5%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
80
Reduced
50
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
176
Tarbox Family Office
California
$2K
C
177
Covestor
United Kingdom
$1K
JFA
178
JNBA Financial Advisors
Minnesota
$1K
SWM
179
Spire Wealth Management
Virginia
$1K
AF
180
Allworth Financial
California
$1K +$1.26K +5 New
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.51K +6 New
Macquarie Group
182
Macquarie Group
Australia
$24
EIP
183
Epoch Investment Partners
New York
-$16.8M -56,556 Closed
NM
184
Newtyn Management
New York
-$5.94M -20,000 Closed
Allianz Asset Management
185
Allianz Asset Management
Germany
-$5.36M -18,025 Closed
PE
186
Point72 Europe
United Kingdom
-$3.35M -11,284 Closed
AIM
187
Artemis Investment Management
United Kingdom
-$3.31M -11,124 Closed
Acadian Asset Management
188
Acadian Asset Management
Massachusetts
-$3.26M -10,964 Closed
SEI Investments
189
SEI Investments
Pennsylvania
-$2.11M -7,103 Closed
TFA
190
Toth Financial Advisory
Virginia
-$1.69M -5,695 Closed
ACM
191
AlphaCrest Capital Management
New York
-$1.51M -5,100 Closed
Marshall Wace
192
Marshall Wace
United Kingdom
-$1.26M -4,228 Closed
BCM
193
BlueMar Capital Management
Florida
-$1.04M -3,513 Closed
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
-$1.03M -3,462 Closed
WAM
195
Wakefield Asset Management
Colorado
-$920K -3,097 Closed
EA
196
Ellsworth Advisors
Ohio
-$587K -1,975 Closed
VRS
197
Virginia Retirement Systems
Virginia
-$535 -1,800 Closed
ZIM
198
Zacks Investment Management
Illinois
-$466K -1,568 Closed
Balyasny Asset Management
199
Balyasny Asset Management
Illinois
-$434K -1,460 Closed
HF
200
HRT Financial
New York
-$428K -1,441 Closed

VRTS Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2022, worth a combined $1.5B — down 20% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of VRTS and 23 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 80 added.

The largest buyer was Vanguard Group, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $29M.

  • 187 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2022, down from 200 in Q4 2021.
  • Funds reported $1.5B of Virtus Investment Partners stock for Q1 2022, down 20% quarter-over-quarter.
  • 23 funds opened new Virtus Investment Partners positions in Q1 2022 and 33 closed out, a net change of -10 holders.
  • The largest Virtus Investment Partners buyer in Q1 2022 was Vanguard Group, an estimated $12.3M added.
  • The largest Virtus Investment Partners seller in Q1 2022 was Bank of America, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2022.