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Virtus Investment Partners
VRTS

172 hedge funds and large institutions have $1.15B invested in Virtus Investment Partners in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

5% more capital invested

Capital invested by funds: $1.1B → $1.15B (+$52.1M)

0.58% more ownership

Funds ownership: 83.18% → 83.76% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 178 → 172 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
62
Reduced
56
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$5.07M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$5.07M
3
Victory Capital Management
Victory Capital Management
Texas
+$5.01M
4
SSA
Schonfeld Strategic Advisors
New York
+$4.29M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.07M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$16.7M
2
Brown Advisory
Brown Advisory
Maryland
-$11.3M
3
Man Group
Man Group
United Kingdom
-$7.29M
4
Bank of America
Bank of America
North Carolina
-$5.45M
5
Truist Financial
Truist Financial
North Carolina
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$2.27M +$40.4K +200 +2%
Fisher Asset Management
52
Fisher Asset Management
Washington
$2.01M +$2.13M +10,542 New
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.8M -$243K -1,204 -11%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.7M -$33.8K -167 -2%
EIP
55
Epoch Investment Partners
New York
$1.7M +$1.81M +8,926 New
Holocene Advisors
56
Holocene Advisors
New York
$1.7M +$668K +3,304 +59%
CS
57
Credit Suisse
Switzerland
$1.63M +$43.9K +217 +3%
Millennium Management
58
Millennium Management
New York
$1.46M +$1.18M +5,847 +321%
UBS AM
59
UBS AM
Illinois
$1.4M +$110K +546 +8%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.37M -$15.6K -77 -1%
Canada Life
61
Canada Life
Manitoba, Canada
$1.34M -$80.7K -399 -5%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.28M -$47.7K -236 -3%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$1.26M – – –
Barclays
64
Barclays
United Kingdom
$1.17M +$51.4K +254 +4%
TPSF
65
Texas Permanent School Fund
Texas
$1.16M +$309K +1,527 +33%
SMP
66
Santa Monica Partners
Florida
$1.16M – – –
Allianz Asset Management
67
Allianz Asset Management
Germany
$1.12M +$1.19M +5,900 New
DTL
68
Dynamic Technology Lab
Singapore
$1.08M +$1.15M +5,687 New
Walleye Capital
69
Walleye Capital
New York
$1.06M +$1.12M +5,558 New
PI
70
Putnam Investments
Massachusetts
$1.02M -$44.5K -220 -4%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$959K -$448K -2,213 -31%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$946K +$443K +2,192 +79%
Deutsche Bank
73
Deutsche Bank
Germany
$913K -$906K -4,482 -48%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$886K -$16.2K -80 -2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$789K +$838K +4,145 New
1 2
3
4 5

VRTS Hedge Fund Activity: Q1 2023 in Review

172 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2023, worth a combined $1.15B — up 4.7% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of VRTS and 26 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 62 added.

The largest buyer was Basswood Capital Management, adding an estimated $5.07M. The largest seller was Zimmer Partners, exiting entirely with an estimated $16.7M sold.

  • 172 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2023, down from 178 in Q4 2022.
  • Funds reported $1.15B of Virtus Investment Partners stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 26 funds opened new Virtus Investment Partners positions in Q1 2023 and 29 closed out, a net change of -3 holders.
  • The largest Virtus Investment Partners buyer in Q1 2023 was Basswood Capital Management, an estimated $5.07M added.
  • The largest Virtus Investment Partners seller in Q1 2023 was Zimmer Partners, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2023.