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Virtus Investment Partners

222 hedge funds and large institutions have $1.3B invested in Virtus Investment Partners in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.54% less ownership

Funds ownership: 81.09%80.55% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

9% less capital invested

Capital invested by funds: $1.43B → $1.3B (-$129M)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
70
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$706K -$72.8K -320 -9%
B
102
Bailard
California
$700K +$705K +3,100 New
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$695K +$69.6K +306 +11%
Creative Planning
104
Creative Planning
Kansas
$670K -$62.1K -273 -8%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$662K +$667K +2,931 New
Mariner
106
Mariner
Kansas
$644K +$14.3K +63 +2%
XT
107
XTX Topco
Cayman Islands
$622K +$347K +1,526 +124%
BHCM
108
Brevan Howard Capital Management
Jersey
$615K +$248K +1,089 +67%
YCM
109
Yousif Capital Management
Michigan
$608K -$77.6K -341 -11%
Comerica Bank
110
Comerica Bank
Texas
$574K -$73K -321 -11%
Squarepoint
111
Squarepoint
New York
$556K +$152K +668 +37%
SEI Investments
112
SEI Investments
Pennsylvania
$548K +$39.6K +174 +8%
Wells Fargo
113
Wells Fargo
California
$544K -$18K -79 -3%
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$537K +$16.6K +73 +3%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$528K -$27.1K -119 -5%
GCP
116
GSA Capital Partners
United Kingdom
$527K +$531K +2,334 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$517K
CIC
118
Cornercap Investment Counsel
Georgia
$500K -$683 -3 -0.1%
CL
119
Choreo LLC
Illinois
$479K +$489K +2,150 New
UM
120
UniSuper Management
Australia
$471K
AB
121
Amalgamated Bank
New York
$463K -$29.1K -128 -6%
ASRS
122
Arizona State Retirement System
Arizona
$448K +$2.27K +10 +0.5%
VI
123
Versor Investments
New York
$429K +$432K +1,900 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$420K -$19.1K -84 -4%
CIA
125
Capital Investment Advisors
Georgia
$417K -$89K -391 -17%

VRTS Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2024, worth a combined $1.3B — down 9.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VRTS positions and 26 closed out — a net gain of 12 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was Glenmede Trust, opening a new position worth an estimated $13.5M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $37.6M sold.

  • 222 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.3B of Virtus Investment Partners stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 38 funds opened new Virtus Investment Partners positions in Q2 2024 and 26 closed out, a net change of +12 holders.
  • The largest Virtus Investment Partners buyer in Q2 2024 was Glenmede Trust, an estimated $13.5M added.
  • The largest Virtus Investment Partners seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $37.6M sold.

Based on aggregated 13F filings for Q2 2024.