We are live on ! Find out more
VRTS icon

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
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$10.1M -$812K -3,567 -7%
Goldman Sachs
27
Goldman Sachs
New York
$10M +$1.6M +7,023 +19%
BCM
28
Bridgeway Capital Management
Texas
$9.74M -$714K -3,140 -7%
Man Group
29
Man Group
United Kingdom
$8.6M +$1.45M +6,364 +20%
Principal Financial Group
30
Principal Financial Group
Iowa
$8.55M -$226K -992 -3%
LOAME
31
Lombard Odier Asset Management (Europe)
United Kingdom
$6.78M +$6.83M +30,000 New
Millennium Management
32
Millennium Management
New York
$6.35M +$817K +3,589 +15%
AC
33
AWH Capital
Texas
$6.21M
Bank of America
34
Bank of America
North Carolina
$5.95M +$3.96M +17,387 +194%
Ameriprise
35
Ameriprise
Minnesota
$5.84M -$324K -1,425 -5%
Invesco
36
Invesco
Georgia
$5.65M +$104K +458 +2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.96M -$311K -1,366 -6%
Two Sigma Investments
38
Two Sigma Investments
New York
$4.7M +$2.73M +12,019 +137%
UBS AM
39
UBS AM
Illinois
$4.21M +$2.06M +9,075 +95%
GCM
40
Gator Capital Management
Florida
$4.14M -$182K -800 -4%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.1M -$53K -233 -1%
AG
42
Algert Global
California
$3.76M +$1.89M +8,288 +99%
MPM
43
Meritage Portfolio Management
Kansas
$3.7M -$71K -312 -2%
Citadel Advisors
44
Citadel Advisors
Florida
$3.68M +$891K +3,916 +32%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$3.55M -$168K -740 -5%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.33M +$201K +884 +6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.16M -$45.5K -200 -1%
Prudential Financial
48
Prudential Financial
New Jersey
$2.75M +$696K +3,060 +34%
PAM
49
Panagora Asset Management
Massachusetts
$2.68M +$55.7K +245 +2%
HCM
50
Huber Capital Management
California
$2.62M -$455K -2,000 -15%

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.