VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

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
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.03%
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

1
Victory Capital Management
Victory Capital Management
Texas
$12.6M
2
ZP
Zimmer Partners
New York
$7.58M
3
SSA
Schonfeld Strategic Advisors
New York
$12.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$26.2M
5
Man Group
Man Group
United Kingdom
$2.01M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.9M
2
SCP
Steamboat Capital Partners
New York
$0
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
VVP
Vulcan Value Partners
Alabama
$55.4M
5
ECM
ExodusPoint Capital Management
New York
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
PFBT
152
Parkside Financial Bank & Trust
Missouri
$4K -$1.23K -8 -24%
LC
153
Lindbrook Capital
California
$4K -$667 -4 -14%
RAM
154
Riggs Asset Management
Pennsylvania
$4K – – –
JEST
155
JTC Employer Solutions Trustee
Jersey
$4K +$4K +25 New
HBW
156
Hazlett, Burt & Watson
West Virginia
$2K – – –
WTC
157
WhitTier Trust Company
Nevada
$2K – – –
HFM
158
Hartford Financial Management
Connecticut
$2K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$2K +$2K +13 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$1.02K +$1.02K +5,754 New
PWMG
161
Prestige Wealth Management Group
New Jersey
$1K – – –
ST
162
Sageworth Trust
Pennsylvania
$1K – – –
SWM
163
Spire Wealth Management
Virginia
$1K – – –
JFA
164
JNBA Financial Advisors
Minnesota
$1K – – –
C
165
Covestor
United Kingdom
$1K +$400 +2 +67%
IA
166
IFP Advisors
Florida
$1K +$1K +3 New
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +5 New
BTI
168
Blue Trust Inc
Georgia
$1K +$1K +6 New
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$1K +$857 +6 +600%
BSSFA
170
Baron Silver Stevens Financial Advisors
Florida
$437 +$437 +13 New
SCP
171
Steamboat Capital Partners
New York
– -$7.65M -42,500 Closed
Assenagon Asset Management
172
Assenagon Asset Management
Luxembourg
– -$4.47M -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