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Virtus Investment Partners
VRTS

Overview Fund Activity

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.

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.75%
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

1
BCM
1
Basswood Capital Management
New York
$11.5M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$4.77M
3
Victory Capital Management
3
Victory Capital Management
Texas
$22.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$31.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.6M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$17.7M
3
Man Group
3
Man Group
United Kingdom
$9.81M
4
Bank of America
4
Bank of America
North Carolina
$5.23M
5
Truist Financial
5
Truist Financial
North Carolina
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
101
Capital Investment Advisors
Georgia
$440K 2,309 +256 +12%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$418K 2,194 -68 -3%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$412K 2,167 – –
Mariner
104
Mariner
Kansas
$400K 2,105 +5 +0.2%
ASRS
105
Arizona State Retirement System
Arizona
$399K 2,095 +42 +2%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$396K 2,204 -368 -14%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$381K 2,003 +229 +13%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$361K 1,898 -3,201 -63%
SEI Investments
109
SEI Investments
Pennsylvania
$342K 1,794 +189 +12%
XT
110
XTX Topco
Cayman Islands
$319K 1,678 +1,678 New
Two Sigma Investments
111
Two Sigma Investments
New York
$305K 1,600 +1,600 New
MOACM
112
Mutual of America Capital Management
New York
$267K 1,400 -25 -2%
LPL Financial
113
LPL Financial
California
$259K 1,363 +21 +2%
SAM
114
Shell Asset Management
Netherlands
$249K 1,306 +1,306 New
Creative Planning
115
Creative Planning
Kansas
$247K 1,296 +1,296 New
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$228K 1,200 – –
SG Americas Securities
117
SG Americas Securities
New York
$221K 1,161 +1,161 New
BF
118
BOK Financial
Oklahoma
$212K 1,113 +1,113 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$212K 1,110 +1,110 New
Two Sigma Advisers
120
Two Sigma Advisers
New York
$209K 1,100 +1,100 New
Truist Financial
121
Truist Financial
North Carolina
$209K 1,097 -14,540 -93%
Mackenzie Financial
122
Mackenzie Financial
Ontario, Canada
$208K 1,093 -348 -24%
HPC
123
HM Payson & Co
Maine
$190K 1,000 – –
Lazard Asset Management
124
Lazard Asset Management
New York
$139K 731 +578 +378%
ACM
125
Aquatic Capital Management
Illinois
$133K 700 +700 New
3 4
5
6 7