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Virtus Investment Partners

222 hedge funds and large institutions have $1.3B invested in Virtus Investment Partners in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.54% less ownership

Funds ownership: 81.09%80.55% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

9% less capital invested

Capital invested by funds: $1.43B → $1.3B (-$129M)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
70
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
226
Arrowstreet Capital
Massachusetts
-$966K -3,895 Closed
AIG
227
American International Group
New York
-$913K -3,682 Closed
AI
228
AdvisorShares Investments
Maryland
-$496K -2,000 Closed
SPA
229
Sherbrooke Park Advisers
New York
-$436K -1,759 Closed
DTL
230
Dynamic Technology Lab
Singapore
-$387K -1,560 Closed
Envestnet Asset Management
231
Envestnet Asset Management
Illinois
-$329K -1,325 Closed
I
232
InceptionR
California
-$324K -1,305 Closed
BF
233
BOK Financial
Oklahoma
-$282K -1,165 Closed
TI
234
Tidal Investments
Wisconsin
-$260K -1,048 Closed
Capstone Investment Advisors
235
Capstone Investment Advisors
New York
-$220K -886 Closed
AI
236
AXS Investments
New York
-$205K -825 Closed
MLICM
237
Metropolitan Life Insurance Company (MetLife)
New York
-$91K -367 Closed
EC
238
EntryPoint Capital
New York
-$77.4K -312 Closed
SOW
239
State of Wyoming
Wyoming
-$44.1K -178 Closed
CWA
240
Carolina Wealth Advisors
South Carolina
-$13.9K -56 Closed
NA
241
NewEdge Advisors
Louisiana
-$11.4K -46 Closed
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
-$7.26K -30 Closed
HT
243
Headlands Technologies
Illinois
-$2.98K -12 Closed
FGAM
244
Financial Gravity Asset Management
Texas
-$629 -3 Closed
BGAI
245
Bruce G. Allen Investments
Colorado
-$496 -2 Closed
C
246
Covestor
United Kingdom
-$455 -2 Closed
AWM
247
Avior Wealth Management
Nebraska
-$247 -1 Closed
TFM
248
TFC Financial Management
Massachusetts
-$248 -1 Closed

VRTS Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2024, worth a combined $1.3B — down 9.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VRTS positions and 26 closed out — a net gain of 12 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was Glenmede Trust, opening a new position worth an estimated $13.5M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $37.6M sold.

  • 222 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.3B of Virtus Investment Partners stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 38 funds opened new Virtus Investment Partners positions in Q2 2024 and 26 closed out, a net change of +12 holders.
  • The largest Virtus Investment Partners buyer in Q2 2024 was Glenmede Trust, an estimated $13.5M added.
  • The largest Virtus Investment Partners seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $37.6M sold.

Based on aggregated 13F filings for Q2 2024.