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Virtus Investment Partners

188 hedge funds and large institutions have $1.41B invested in Virtus Investment Partners in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

20% more capital invested

Capital invested by funds: $1.18B → $1.41B (+$231M)

8% more funds holding

Funds holding: 174188 (+14)

1.04% more ownership

Funds ownership: 80.21%81.25% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
58
Reduced
71
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.84M -$12.4K -62 -0.2%
BCM
27
Basswood Capital Management
New York
$7.64M +$3.45M +17,300 +121%
Man Group
28
Man Group
United Kingdom
$7.26M +$5.99M +30,018 New
Ameriprise
29
Ameriprise
Minnesota
$6.79M -$206K -1,031 -4%
AC
30
AWH Capital
Texas
$6.62M -$2.51M -12,601 -32%
Invesco
31
Invesco
Georgia
$6.28M +$370K +1,855 +8%
AQR Capital Management
32
AQR Capital Management
Connecticut
$5.98M -$104K -522 -2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$5.66M -$89K -446 -2%
Assenagon Asset Management
34
Assenagon Asset Management
Luxembourg
$5.52M +$2.35M +11,792 +107%
GCM
35
Gator Capital Management
Florida
$4.62M +$20K +100 +0.5%
Legal & General Group
36
Legal & General Group
United Kingdom
$4.45M -$66.4K -333 -2%
Goldman Sachs
37
Goldman Sachs
New York
$4.31M +$166K +834 +5%
Bank of America
38
Bank of America
North Carolina
$4.27M +$598K +2,998 +20%
EF
39
Empowered Funds
Pennsylvania
$4.24M +$306K +1,536 +10%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$4M -$332K -1,663 -9%
Swiss National Bank
41
Swiss National Bank
Switzerland
$3.46M -$339K -1,700 -11%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.39M +$1.12M +5,590 +66%
QC
43
Quadrature Capital
United Kingdom
$3.16M -$368K -1,843 -12%
PAM
44
Panagora Asset Management
Massachusetts
$3.1M -$40.7K -204 -2%
Barclays
45
Barclays
United Kingdom
$3.1M +$1.44M +7,197 +128%
HCM
46
Huber Capital Management
California
$3.02M -$1.13M -5,672 -31%
Two Sigma Investments
47
Two Sigma Investments
New York
$2.62M +$1.8M +9,031 +499%
Deutsche Bank
48
Deutsche Bank
Germany
$2.57M +$1.43M +7,153 +205%
CS
49
Credit Suisse
Switzerland
$2.47M +$52.5K +263 +3%
First Trust Advisors
50
First Trust Advisors
Illinois
$2.4M -$383K -1,918 -16%

VRTS Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2023, worth a combined $1.41B — up 20% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VRTS positions and 12 closed out — a net gain of 16 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $17.4M.

  • 188 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $1.41B of Virtus Investment Partners stock for Q4 2023, up 20% quarter-over-quarter.
  • 28 funds opened new Virtus Investment Partners positions in Q4 2023 and 12 closed out, a net change of +16 holders.
  • The largest Virtus Investment Partners buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest Virtus Investment Partners seller in Q4 2023 was Schonfeld Strategic Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.