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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
Citigroup
76
Citigroup
New York
$1M +$300K +1,504 +57%
SOADOR
77
State of Alaska Department of Revenue
Alaska
$1M -$18.4K -92 -2%
Citadel Advisors
78
Citadel Advisors
Florida
$975K +$805K +4,034 New
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$965K +$189K +949 +31%
IMRF
80
Illinois Municipal Retirement Fund
Illinois
$953K -$40.3K -202 -5%
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$943K
AIG
82
American International Group
New York
$910K -$6.78K -34 -0.9%
MIM
83
MetLife Investment Management
New Jersey
$877K
Jane Street
84
Jane Street
New York
$858K +$708K +3,550 New
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$822K -$20K -100 -3%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$819K -$10.8K -54 -2%
YCM
87
Yousif Capital Management
Michigan
$813K -$998 -5 -0.1%
CSS
88
Cubist Systematic Strategies
Connecticut
$800K +$660K +3,308 New
Two Sigma Advisers
89
Two Sigma Advisers
New York
$798K +$439K +2,200 +200%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$791K -$1.2K -6 -0.2%
Comerica Bank
91
Comerica Bank
Texas
$770K -$2K -10 -0.3%
Franklin Resources
92
Franklin Resources
California
$668K +$7.78K +39 +1%
Mariner
93
Mariner
Kansas
$639K +$41.9K +210 +9%
VA
94
Vident Advisory
Georgia
$619K +$29.1K +146 +6%
Squarepoint
95
Squarepoint
New York
$611K -$98.8K -495 -16%
AB
96
Amalgamated Bank
New York
$609K -$38.3K -192 -7%
MSRPS
97
Maryland State Retirement & Pension System
Maryland
$594K -$11.4K -57 -2%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$582K -$236K -1,185 -33%
CIA
99
Capital Investment Advisors
Georgia
$564K +$1.8K +9 +0.4%
Wells Fargo
100
Wells Fargo
California
$560K +$60.3K +302 +15%

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.