Virtus Investment Partners
VRTS
177 hedge funds and large institutions have $1.48B invested in Virtus Investment Partners in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 30 closing their positions.
9% more capital invested
Capital invested by funds: $1.36B → $1.48B (+$122M)
0.46% more ownership
Funds ownership: 82.53% → 82.99% (+0.46%)
3% less funds holding
Funds holding: 182 → 177 (-5)
13% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 30
21% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 66
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
BlackRock
New York
|
+$14.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.42M |
| 3 |
Goldman Sachs
New York
|
+$9.12M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$8.49M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.35M |
Top Sellers
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$20.3M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$15.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$4.65M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$4.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
201
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -19 | Closed |
|
|
BWP
202
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$3K | -13 | Closed |
|
|
BSSFA
203
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$2K | -13 | Closed |
|
|
BWA
204
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$2K | -7 | Closed |
|
205
AssetMark Inc
Concord,
California
| – | -$1K | -5 | Closed |
|
VRTS Hedge Fund Activity: Q1 2021 in Review
177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2021, worth a combined $1.48B — up 9% from $1.36B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of VRTS and 26 opened new positions — a net loss of 4 holders — while 66 trimmed existing stakes and 52 added.
The largest buyer was BlackRock, adding an estimated $14.9M. The largest seller was Brown Advisory, cutting an estimated $20.3M.
- 177 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2021, down from 182 in Q4 2020.
- Funds reported $1.48B of Virtus Investment Partners stock for Q1 2021, up 9% quarter-over-quarter.
- 26 funds opened new Virtus Investment Partners positions in Q1 2021 and 30 closed out, a net change of -4 holders.
- The largest Virtus Investment Partners buyer in Q1 2021 was BlackRock, an estimated $14.9M added.
- The largest Virtus Investment Partners seller in Q1 2021 was Brown Advisory, an estimated $20.3M sold.
Based on aggregated 13F filings for Q1 2021.