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Virtus Investment Partners

174 hedge funds and large institutions have $1.03B invested in Virtus Investment Partners in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.13% less ownership

Funds ownership: 83.25%80.11% (-3.1%)

7% less funds holding

Funds holding: 187174 (-13)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

32% less capital invested

Capital invested by funds: $1.5B → $1.03B (-$474M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
174
Holders Change
-13
Holders Change %
-6.95%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
56
Reduced
63
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
176
Aviva
United Kingdom
-$1.56M -6,507 Closed
BA
177
Bridgewater Advisors
New York
-$1.23M -5,103 Closed
HIM
178
Hillsdale Investment Management
Ontario, Canada
-$912K -3,800 Closed
CAM
179
ClariVest Asset Management
California
-$744K -3,100 Closed
DTL
180
Dynamic Technology Lab
Singapore
-$710K -2,957 Closed
MAM
181
Martingale Asset Management
Massachusetts
-$619K -2,575 Closed
CIC
182
Cornercap Investment Counsel
Georgia
-$558K -2,327 Closed
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
-$465K -1,879 Closed
YMRC
184
Yorktown Management & Research Company
Virginia
-$444K -1,850 Closed
ProShare Advisors
185
ProShare Advisors
Maryland
-$389K -1,619 Closed
Two Sigma Investments
186
Two Sigma Investments
New York
-$384K -1,600 Closed
GCM
187
Graham Capital Management
Connecticut
-$307K -1,283 Closed
FIM
188
Freedom Investment Management
Connecticut
-$254K -1,059 Closed
CIA
189
Capital Investment Advisors
Georgia
-$245K -1,020 Closed
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
-$230K -959 Closed
LPL Financial
191
LPL Financial
California
-$230K -958 Closed
ECM
192
Everence Capital Management
Indiana
-$221K -920 Closed
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
-$209K -869 Closed
Squarepoint
194
Squarepoint
New York
-$207K -864 Closed
DFCM
195
Dark Forest Capital Management
Puerto Rico
-$136K -568 Closed
Federated Hermes
196
Federated Hermes
Pennsylvania
-$42K -173 Closed
PHK
197
Point72 Hong Kong
Hong Kong
-$39K -163 Closed
KFI
198
Key Financial Inc
Pennsylvania
-$12K -51 Closed
FFA
199
Freedman Financial Associates
Massachusetts
-$6K -27 Closed
HNB
200
Huntington National Bank
Ohio
-$2.08K -11 -92%

VRTS Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2022, worth a combined $1.03B — down 32% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of VRTS and 24 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 56 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $8.82M. The largest seller was Millennium Management, exiting entirely with an estimated $19.2M sold.

  • 174 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2022, down from 187 in Q1 2022.
  • Funds reported $1.03B of Virtus Investment Partners stock for Q2 2022, down 32% quarter-over-quarter.
  • 24 funds opened new Virtus Investment Partners positions in Q2 2022 and 31 closed out, a net change of -7 holders.
  • The largest Virtus Investment Partners buyer in Q2 2022 was Balyasny Asset Management, an estimated $8.82M added.
  • The largest Virtus Investment Partners seller in Q2 2022 was Millennium Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2022.