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Virtus Investment Partners

178 hedge funds and large institutions have $1.1B invested in Virtus Investment Partners in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $945M → $1.1B (+$156M)

1.76% more ownership

Funds ownership: 81.41%83.18% (+1.8%)

2% more funds holding

Funds holding: 175178 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
53
Reduced
62
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$2.24M +$358K +2,000 +21%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.04M +$1.97K +11 +0.1%
Deutsche Bank
53
Deutsche Bank
Germany
$1.78M +$1.12M +6,237 +205%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.74M -$12.3K -69 -0.8%
CS
55
Credit Suisse
Switzerland
$1.6M +$327K +1,828 +28%
Canada Life
56
Canada Life
Manitoba, Canada
$1.42M -$25.9K -145 -2%
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.39M +$187K +1,044 +17%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$1.39M -$25.8K -144 -2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.33M -$17.2K -96 -1%
UBS AM
60
UBS AM
Illinois
$1.3M +$90.3K +505 +8%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$1.26M -$8.76K -49 -0.7%
RJA
62
Raymond James & Associates
Florida
$1.17M -$2.86K -16 -0.3%
SMP
63
Santa Monica Partners
Florida
$1.16M
Barclays
64
Barclays
United Kingdom
$1.12M +$280K +1,568 +36%
Holocene Advisors
65
Holocene Advisors
New York
$1.08M -$241K -1,346 -19%
PI
66
Putnam Investments
Massachusetts
$1.07M -$537 -3 -0.1%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.01M -$518K -2,895 -36%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$976K -$25.2K -141 -3%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$958K +$2.68K +15 +0.3%
OQS
70
Occudo Quantitative Strategies
Florida
$910K +$851K +4,756 New
SOADOR
71
State of Alaska Department of Revenue
Alaska
$906K
TPSF
72
Texas Permanent School Fund
Texas
$875K -$63K -352 -7%
AG
73
Algert Global
California
$869K
Comerica Bank
74
Comerica Bank
Texas
$854K -$213K -1,190 -23%
APP
75
Alpha Paradigm Partners
Illinois
$847K +$689K +3,851 +670%

VRTS Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2022, worth a combined $1.1B — up 17% from $945M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VRTS positions and 25 closed out — a net gain of 5 holders — while 53 added to existing stakes and 62 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $12.2M. The largest seller was Vulcan Value Partners, cutting an estimated $22.3M.

  • 178 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.1B of Virtus Investment Partners stock for Q4 2022, up 17% quarter-over-quarter.
  • 30 funds opened new Virtus Investment Partners positions in Q4 2022 and 25 closed out, a net change of +5 holders.
  • The largest Virtus Investment Partners buyer in Q4 2022 was Schonfeld Strategic Advisors, an estimated $12.2M added.
  • The largest Virtus Investment Partners seller in Q4 2022 was Vulcan Value Partners, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2022.