Virtus Investment Partners
VRTS
194 hedge funds and large institutions have $1.77B invested in Virtus Investment Partners in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
20% more capital invested
Capital invested by funds: $1.48B → $1.77B (+$289M)
10% more funds holding
Funds holding: 177 → 194 (+17)
0.31% more ownership
Funds ownership: 82.99% → 83.3% (+0.31%)
8% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24.1M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$23.4M |
| 3 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$18.9M |
| 4 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$11.6M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$32.1M |
| 2 |
BlackRock
New York
|
-$14.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.8M |
| 4 |
Millennium Management
New York
|
-$10.1M |
| 5 |
NM
Newtyn Management
New York
|
-$8.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Point72 Asset Management
Stamford,
Connecticut
| – | -$118K | -500 | Closed |
|
|
PHK
202
Point72 Hong Kong
Hong Kong
| – | -$71K | -303 | Closed |
|
|
RMC
203
Resources Management Corp
West Hartford,
Connecticut
| – | -$24K | -100 | Closed |
|
|
AIC
204
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$19.5K | -83 | Closed |
|
|
EP
205
Eudaimonia Partners
Winchester,
Tennessee
| – | -$7K | -30 | Closed |
|
|
HWA
206
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$5.42K | -23 | Closed |
|
VRTS Hedge Fund Activity: Q2 2021 in Review
194 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2021, worth a combined $1.77B — up 20% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new VRTS positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 64 trimmed.
The largest buyer was Bank of America, adding an estimated $24.1M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $32.1M.
- 194 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2021, up from 177 in Q1 2021.
- Funds reported $1.77B of Virtus Investment Partners stock for Q2 2021, up 20% quarter-over-quarter.
- 31 funds opened new Virtus Investment Partners positions in Q2 2021 and 13 closed out, a net change of +18 holders.
- The largest Virtus Investment Partners buyer in Q2 2021 was Bank of America, an estimated $24.1M added.
- The largest Virtus Investment Partners seller in Q2 2021 was Schonfeld Strategic Advisors, an estimated $32.1M sold.
Based on aggregated 13F filings for Q2 2021.