We are live on ! Find out more
VRTS icon

Virtus Investment Partners
VRTS

175 hedge funds and large institutions have $945M invested in Virtus Investment Partners in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% more ownership

Funds ownership: 80.11% → 81.41% (+1.3%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

1% more funds holding

Funds holding: 174 → 175 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $1.03B → $945M (-$80.4M)

39% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 71

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
43
Reduced
71
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$14.6M
2
ZP
Zimmer Partners
New York
+$9.11M
3
SSA
Schonfeld Strategic Advisors
New York
+$4.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.62M
5
Man Group
Man Group
United Kingdom
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$83.7M
2
SCP
Steamboat Capital Partners
New York
-$7.65M
3
VVP
Vulcan Value Partners
Alabama
-$5M
4
ECM
ExodusPoint Capital Management
New York
-$4.94M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
PFBT
152
Parkside Financial Bank & Trust
Missouri
$4K -$1.53K -8 -24%
LC
153
Lindbrook Capital
California
$4K -$767 -4 -14%
RAM
154
Riggs Asset Management
Pennsylvania
$4K – – –
JEST
155
JTC Employer Solutions Trustee
Jersey
$4K +$4.79K +25 New
HFM
156
Hartford Financial Management
Connecticut
$2K – – –
HBW
157
Hazlett, Burt & Watson
West Virginia
$2K – – –
WTC
158
WhitTier Trust Company
Nevada
$2K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$2K +$2.49K +13 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$1.02K +$1.1M +5,754 New
JFA
161
JNBA Financial Advisors
Minnesota
$1K – – –
PWMG
162
Prestige Wealth Management Group
New Jersey
$1K – – –
ST
163
Sageworth Trust
Pennsylvania
$1K – – –
SWM
164
Spire Wealth Management
Virginia
$1K – – –
C
165
Covestor
United Kingdom
$1K +$384 +2 +67%
IA
166
IFP Advisors
Florida
$1K +$575 +3 New
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$1K +$959 +5 New
BTI
168
Blue Trust Inc
Georgia
$1K +$1.15K +6 New
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.15K +6 +600%
BSSFA
170
Baron Silver Stevens Financial Advisors
Florida
$437 +$2.49K +13 New
SCP
171
Steamboat Capital Partners
New York
– -$7.65M -42,500 Closed
Assenagon Asset Management
172
Assenagon Asset Management
Luxembourg
– -$4.46M -26,106 Closed
Voloridge Investment Management
173
Voloridge Investment Management
Florida
– -$3.87M -22,606 Closed
MC
174
Mount Capital
United Kingdom
– -$1.76M -10,273 Closed
WG
175
Winton Group
United Kingdom
– -$1.16M -6,796 Closed
4 5 6
7
8

VRTS Hedge Fund Activity: Q3 2022 in Review

175 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2022, worth a combined $945M — down 7.8% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VRTS positions and 28 closed out — a net gain of 2 holders — while 43 added to existing stakes and 71 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $14.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $83.7M.

  • 175 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2022, up from 174 in Q2 2022.
  • Funds reported $945M of Virtus Investment Partners stock for Q3 2022, down 7.8% quarter-over-quarter.
  • 30 funds opened new Virtus Investment Partners positions in Q3 2022 and 28 closed out, a net change of +2 holders.
  • The largest Virtus Investment Partners buyer in Q3 2022 was Victory Capital Management, an estimated $14.6M added.
  • The largest Virtus Investment Partners seller in Q3 2022 was T. Rowe Price Associates, an estimated $83.7M sold.

Based on aggregated 13F filings for Q3 2022.