Virtus Investment Partners
VRTS
238 hedge funds and large institutions have $1.24B invested in Virtus Investment Partners in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 17 closing their positions.
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
13% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 77
4% more funds holding
Funds holding: 228 → 238 (+10)
5% more capital invested
Capital invested by funds: $1.18B → $1.24B (+$57.3M)
0.32% more ownership
Funds ownership: 79.67% → 79.99% (+0.32%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Charles Schwab
San Francisco,
California
|
+$4.86M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$4.68M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$3.22M |
| 4 |
JP Morgan Chase
New York
|
+$2.88M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.23M |
Top Sellers
| 1 |
BCM
Basswood Capital Management
New York
|
-$11.1M |
| 2 |
Morgan Stanley
New York
|
-$6.94M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$3.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.71M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.77M |
VRTS Hedge Fund Activity: Q4 2024 in Review
238 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2024, worth a combined $1.24B — up 4.9% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VRTS positions and 17 closed out — a net gain of 11 holders — while 87 added to existing stakes and 77 trimmed.
The largest buyer was Charles Schwab, adding an estimated $4.86M. The largest seller was Basswood Capital Management, cutting an estimated $11.1M.
- 238 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2024, up from 228 in Q3 2024.
- Funds reported $1.24B of Virtus Investment Partners stock for Q4 2024, up 4.9% quarter-over-quarter.
- 28 funds opened new Virtus Investment Partners positions in Q4 2024 and 17 closed out, a net change of +11 holders.
- The largest Virtus Investment Partners buyer in Q4 2024 was Charles Schwab, an estimated $4.86M added.
- The largest Virtus Investment Partners seller in Q4 2024 was Basswood Capital Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2024.