Jim Simons’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.66M | Buy |
27,229
+11,500
| +73% | +$1.7M | 0.01% | 1543 |
|
|
2025
Q4 | $2.57M | Buy |
15,729
+13,200
| +522% | +$2.23M | ﹤0.01% | 1712 |
|
|
2025
Q3 | $481K | Sell |
2,529
-4,700
| -65% | -$925K | ﹤0.01% | 2811 |
|
|
2025
Q2 | $1.31M | Sell |
7,229
-4,500
| -38% | -$749K | ﹤0.01% | 2360 |
|
|
2025
Q1 | $2.02M | Buy |
11,729
+10,300
| +721% | +$1.97M | ﹤0.01% | 1997 |
|
|
2024
Q4 | $315K | Sell |
1,429
-3,372
| -70% | -$768K | ﹤0.01% | 3022 |
|
|
2024
Q3 | $1.01M | Sell |
4,801
-5,228
| -52% | -$1.12M | ﹤0.01% | 2443 |
|
|
2024
Q2 | $2.27M | Sell |
10,029
-800
| -7% | -$182K | ﹤0.01% | 1806 |
|
|
2024
Q1 | $2.69M | Buy |
+10,829
| New | +$2.57M | ﹤0.01% | 1828 |
|
|
2023
Q1 | – | Sell |
-12,329
| Closed | -$2.36M | – | 4439 |
|
|
2022
Q4 | $2.36M | Sell |
12,329
-3,800
| -24% | -$680K | ﹤0.01% | 1975 |
|
|
2022
Q3 | $2.57M | Buy |
16,129
+900
| +6% | +$173K | ﹤0.01% | 1863 |
|
|
2022
Q2 | $2.6M | Buy |
15,229
+9,500
| +166% | +$1.79M | ﹤0.01% | 2001 |
|
|
2022
Q1 | $1.38M | Buy |
+5,729
| New | +$1.45M | ﹤0.01% | 2511 |
|
|
2021
Q4 | – | Sell |
-17,229
| Closed | -$5.35M | – | 4255 |
|
|
2021
Q3 | $5.35M | Buy |
+17,229
| New | +$5.12M | 0.01% | 1428 |
|
|
2021
Q1 | – | Sell |
-7,329
| Closed | -$1.59M | – | 3745 |
|
|
2020
Q4 | $1.59M | Buy |
+7,329
| New | +$1.33M | ﹤0.01% | 2263 |
|
|
2020
Q2 | – | Sell |
-4,000
| Closed | -$304K | – | 3796 |
|
|
2020
Q1 | $304K | Hold |
4,000
| – | – | ﹤0.01% | 2973 |
|
|
2019
Q4 | $487K | Sell |
4,000
-17,429
| -81% | -$1.94M | ﹤0.01% | 2913 |
|
|
2019
Q3 | $2.37M | Sell |
21,429
-16,200
| -43% | -$1.74M | ﹤0.01% | 2193 |
|
|
2019
Q2 | $4.04M | Buy |
+37,629
| New | +$4.2M | ﹤0.01% | 1929 |
|
|
2019
Q1 | – | Sell |
-8,329
| Closed | -$662K | – | 3727 |
|
|
2018
Q4 | $662K | Buy |
+8,329
| New | +$809K | ﹤0.01% | 2753 |
|
|
2018
Q3 | – | Sell |
-9,729
| Closed | -$1.25M | – | 3587 |
|
|
2018
Q2 | $1.25M | Sell |
9,729
-22,891
| -70% | -$2.84M | ﹤0.01% | 2508 |
|
|
2018
Q1 | $4.04M | Buy |
32,620
+1,391
| +4% | +$176K | ﹤0.01% | 1952 |
|
|
2017
Q4 | $3.59M | Buy |
31,229
+19,000
| +155% | +$2.23M | ﹤0.01% | 2007 |
|
|
2017
Q3 | $1.42M | Buy |
12,229
+2,400
| +24% | +$268K | ﹤0.01% | 2444 |
|
|
2017
Q2 | $1.09M | Buy |
+9,829
| New | +$1.04M | ﹤0.01% | 2534 |
|
|
2014
Q1 | – | Sell |
-16,000
| Closed | -$3.2M | – | 3028 |
|
|
2013
Q4 | $3.2M | Sell |
16,000
-15,300
| -49% | -$2.94M | 0.01% | 1466 |
|
|
2013
Q3 | $5.09M | Sell |
31,300
-37,600
| -55% | -$6.8M | 0.01% | 1147 |
|
|
2013
Q2 | $12.1M | Buy |
+68,900
| New | +$14.3M | 0.03% | 640 |
|
Other funds holding VRTS
VPM
VCM
Jim Simons's VRTS Position: Q1 2026 in Review
Jim Simons increased its Virtus Investment Partners (VRTS) stake by 73% in Q1 2026, buying an estimated $1.7M and bringing the position to 27,229 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #1543.
Jim Simons first reported a position in VRTS in Q2 2013 and has held it in 28 quarters since. The position peaked at $12.1M in Q2 2013. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.
- Jim Simons held 27,229 shares of Virtus Investment Partners worth $3.66M as of Q1 2026.
- Jim Simons bought 11,500 Virtus Investment Partners shares in Q1 2026, an estimated $1.7M.
- Virtus Investment Partners made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1543 holding.
- Jim Simons first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 28 quarters since.
- Jim Simons's Virtus Investment Partners position peaked at $12.1M in Q2 2013.
- 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.