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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
HSBC Holdings
126
HSBC Holdings
United Kingdom
$412K +$28.2K +124 +7%
JF
127
Jump Financial
Illinois
$407K +$410K +1,800 New
Allianz Asset Management
128
Allianz Asset Management
Germany
$384K
IWC
129
Integrated Wealth Concepts
Massachusetts
$370K
EGM
130
Engineers Gate Manager
New York
$369K -$309K -1,359 -45%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$368K -$46.2K -203 -11%
NRD
132
Nebula Research & Development
New York
$363K +$366K +1,609 New
Voloridge Investment Management
133
Voloridge Investment Management
Florida
$356K +$359K +1,576 New
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$326K -$3.41K -15 -1%
YIH
135
Y-Intercept (HK)
Hong Kong
$315K +$317K +1,395 New
Jane Street
136
Jane Street
New York
$301K -$356K -1,563 -54%
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$289K +$291K +1,278 New
Amundi
138
Amundi
France
$284K -$44.6K -196 -14%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$279K -$233K -1,022 -45%
TRCT
140
Tower Research Capital (TRC)
New York
$278K +$252K +1,106 +899%
Connor, Clark & Lunn Investment Management (CC&L)
141
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274K +$276K +1,212 New
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$271K
Truist Financial
143
Truist Financial
North Carolina
$269K +$8.65K +38 +3%
Verition Fund Management
144
Verition Fund Management
Connecticut
$261K -$41.4K -182 -14%
PTC
145
Petrus Trust Company
Texas
$249K -$283K -1,242 -53%
MOACM
146
Mutual of America Capital Management
New York
$249K -$14.1K -62 -5%
AWS
147
Atria Wealth Solutions
New York
$247K +$19.1K +84 +8%
Lazard Asset Management
148
Lazard Asset Management
New York
$240K +$243K +1,068 New
ProShare Advisors
149
ProShare Advisors
Maryland
$237K -$74.4K -327 -24%
QCM
150
QRG Capital Management
Illinois
$237K +$3.19K +14 +1%

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.