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Virtus Investment Partners
VRTS

Overview Fund Activity

174 hedge funds and large institutions have $1.18B invested in Virtus Investment Partners in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
59
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$14.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.1M
3
BCM
Basswood Capital Management
New York
$2.89M
4
State Street
State Street
Massachusetts
$60.3M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$10.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$42.1M
2
SSA
Schonfeld Strategic Advisors
New York
$19.1M
3
Man Group
Man Group
United Kingdom
$6.18M
4
BlackRock
BlackRock
New York
$218M
5
PAM
Panagora Asset Management
Massachusetts
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$206K -$2.42K -12 -1%
ACM
127
Aquatic Capital Management
Illinois
$202K +$20.2K +100 +11%
HPC
128
HM Payson & Co
Maine
$202K – – –
AIP
129
Ameritas Investment Partners
Nebraska
$139K +$26.1K +129 +23%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$106K +$6.06K +30 +6%
TRCT
131
Tower Research Capital (TRC)
New York
$100K -$56.6K -280 -36%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$83.4K – – –
QCG
133
Quadrant Capital Group
Ohio
$81.4K +$34.1K +169 +72%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$80.8K +$3.84K +19 +5%
Osaic Holdings
135
Osaic Holdings
Arizona
$59K +$6.87K +34 +13%
KBC Group
136
KBC Group
Belgium
$49K -$53.2K -266 -52%
S
137
SignatureFD
Georgia
$34.5K +$10.7K +53 +45%
UBS Group
138
UBS Group
Switzerland
$26.7K -$1.03M -5,096 -97%
FMB
139
Field & Main Bank
Kentucky
$22.4K – – –
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K +$1.01K +5 +5%
SPIA
141
Steward Partners Investment Advisory
New York
$20.2K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
US Bancorp
143
US Bancorp
Minnesota
$13.1K -$1.62K -8 -11%
FFA
144
Farther Finance Advisors
California
$10.5K +$6.06K +30 +136%
PA
145
Parallel Advisors
California
$10.5K +$10.5K +52 New
HCM
146
Hollencrest Capital Management
California
$9.7K – – –
LFA
147
LGT Financial Advisors
Texas
$8.28K +$8.28K +41 New
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$7.88K +$7.88K +39 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$7.07K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$6.06K – – –
4 5
6
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