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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
QCM
126
QRG Capital Management
Illinois
$250K +$206K +1,034 New
GC
127
Guggenheim Capital
Illinois
$243K +$201K +1,007 New
HPC
128
HM Payson & Co
Maine
$242K
SAM
129
Shell Asset Management
Netherlands
$232K -$60.1K -301 -24%
TI
130
Tidal Investments
Wisconsin
$232K +$191K +958 New
SG Americas Securities
131
SG Americas Securities
New York
$229K -$558K -2,799 -75%
ECM
132
Everence Capital Management
Indiana
$222K +$184K +920 New
TD Asset Management
133
TD Asset Management
Ontario, Canada
$218K +$180K +900 New
LPL Financial
134
LPL Financial
California
$210K +$173K +869 New
Amundi
135
Amundi
France
$208K -$510K -2,554 -74%
AIP
136
Ameritas Investment Partners
Nebraska
$167K
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$143K -$165K -825 -59%
Lazard Asset Management
138
Lazard Asset Management
New York
$141K -$308K -1,546 -73%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$117K -$7.38K -37 -7%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$99.8K
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$96.7K
QCG
142
Quadrant Capital Group
Ohio
$80.7K -$13.8K -69 -17%
KBC Group
143
KBC Group
Belgium
$59K
S
144
SignatureFD
Georgia
$53.4K +$9.98K +50 +29%
Osaic Holdings
145
Osaic Holdings
Arizona
$48.9K -$18K -90 -31%
BTI
146
Blue Trust Inc
Georgia
$37K +$30.7K +154 +550%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.1K +$599 +3 +3%
FMB
148
Field & Main Bank
Kentucky
$26.8K
SPIA
149
Steward Partners Investment Advisory
New York
$24.2K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$19K -$2.99K -15 -16%

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.