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Virtus Investment Partners

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

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

1% more funds holding

Funds holding: 198200 (+2)

0.08% more ownership

Funds ownership: 83.62%83.7% (+0.08%)

5% less capital invested

Capital invested by funds: $1.99B → $1.89B (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.08%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
201
Arrowstreet Capital
Massachusetts
-$12.3M -39,533 Closed
Renaissance Technologies
202
Renaissance Technologies
New York
-$5.35M -17,229 Closed
IPW
203
IronBridge Private Wealth
Texas
-$4.89M -15,751 Closed
CCMG
204
Clark Capital Management Group
Pennsylvania
-$3.46M -11,155 Closed
Schroder Investment Management Group
205
Schroder Investment Management Group
United Kingdom
-$3.41M -10,995 Closed
Citadel Advisors
206
Citadel Advisors
Florida
-$3.22M -10,388 Closed
BFM
207
Boothbay Fund Management
New York
-$2.84M -9,144 Closed
QC
208
Quadrature Capital
United Kingdom
-$2.5M -8,050 Closed
IP
209
Interval Partners
New York
-$1.53M -4,947 Closed
MFS
210
Mirabella Financial Services
United Kingdom
-$1.17M -3,779 Closed
HIIFS
211
Harel Insurance Investments & Financial Services
Israel
-$946K -3,050 Closed
BAM
212
Blueshift Asset Management
New Jersey
-$676K -2,179 Closed
CGH
213
Crossmark Global Holdings
Texas
-$673K -2,169 Closed
SFI
214
Susquehanna Fundamental Investments
Pennsylvania
-$611K -1,969 Closed
OAM
215
Origin Asset Management
United Kingdom
-$417K -1,343 Closed
Jane Street
216
Jane Street
New York
-$292K -940 Closed
CMBA
217
C.M. Bidwell & Associates
Hawaii
-$249K -801 Closed
PA
218
Profund Advisors
Maryland
-$217K -699 Closed
6M
219
6 Meridian
Kansas
-$206K -665 Closed
GCP
220
GSA Capital Partners
United Kingdom
-$204K -657 Closed
OSAM
221
O'Shaughnessy Asset Management
Connecticut
-$126K -404 Closed
PCM
222
Pinz Capital Management
New York
-$62K -200 Closed
HI
223
Harbour Investments
Wisconsin
-$7K -23 Closed
KIG
224
Kowal Investment Group
Wisconsin
-$4K -13 Closed
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
-$3K -9 Closed

VRTS Hedge Fund Activity: Q4 2021 in Review

200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2021, worth a combined $1.89B — down 5% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VRTS positions and 26 closed out — a net gain of 3 holders — while 52 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.1M. The largest seller was Millennium Management, cutting an estimated $13.8M.

  • 200 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2021, up from 198 in Q3 2021.
  • Funds reported $1.89B of Virtus Investment Partners stock for Q4 2021, down 5% quarter-over-quarter.
  • 29 funds opened new Virtus Investment Partners positions in Q4 2021 and 26 closed out, a net change of +3 holders.
  • The largest Virtus Investment Partners buyer in Q4 2021 was Fidelity Investments, an estimated $27.1M added.
  • The largest Virtus Investment Partners seller in Q4 2021 was Millennium Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.