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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
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$553K
SEI Investments
102
SEI Investments
Pennsylvania
$544K +$11.6K +58 +3%
HF
103
HRT Financial
New York
$500K -$107K -538 -21%
ASRS
104
Arizona State Retirement System
Arizona
$490K -$9.38K -47 -2%
ACM
105
Aquatic Capital Management
Illinois
$484K +$200K +1,000 +100%
JFG
106
Jefferies Financial Group
New York
$484K +$399K +2,000 New
Arrowstreet Capital
107
Arrowstreet Capital
Massachusetts
$479K +$395K +1,980 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$479K
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$478K -$12.4K -62 -3%
Creative Planning
110
Creative Planning
Kansas
$469K +$387K +1,941 New
TRCT
111
Tower Research Capital (TRC)
New York
$441K +$265K +1,328 +268%
NYLIM
112
New York Life Investment Management
New York
$439K -$10.2K -51 -3%
Allianz Asset Management
113
Allianz Asset Management
Germany
$411K -$59.9K -300 -15%
IWC
114
Integrated Wealth Concepts
Massachusetts
$394K
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$390K +$96.2K +482 +43%
BHCM
116
Brevan Howard Capital Management
Jersey
$374K +$308K +1,546 New
Allspring Global Investments
117
Allspring Global Investments
North Carolina
$367K -$26.3K -132 -8%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$352K -$619K -3,102 -68%
ProShare Advisors
119
ProShare Advisors
Maryland
$313K +$48.1K +241 +23%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$295K +$244K +1,221 New
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$290K
MOACM
122
Mutual of America Capital Management
New York
$286K -$2.79K -14 -1%
Truist Financial
123
Truist Financial
North Carolina
$279K +$3.59K +18 +2%
QT
124
Quantbot Technologies
New York
$257K +$212K +1,061 New
AWS
125
Atria Wealth Solutions
New York
$256K +$7.98K +40 +4%

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.