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Virtus Investment Partners
VRTS

Overview Fund Activity

178 hedge funds and large institutions have $1.1B invested in Virtus Investment Partners in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
53
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SSA
Schonfeld Strategic Advisors
New York
$28M
2
ZP
Zimmer Partners
New York
$16.7M
3
BCM
Basswood Capital Management
New York
$6.76M
4
BlackRock
BlackRock
New York
$229M
5
State Street
State Street
Massachusetts
$53M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$42.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
ECM
ExodusPoint Capital Management
New York
$0
4
NM
Newtyn Management
New York
$0
5
WCM Investment Management
WCM Investment Management
California
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$3K +$2.06K +11 +220%
HFM
152
Hartford Financial Management
Connecticut
$2.68K – – –
EWA
153
EverSource Wealth Advisors
Alabama
$2.49K – – –
BIA
154
Bell Investment Advisors
California
$2.49K +$1.92K +10 +333%
WTC
155
WhitTier Trust Company
Nevada
$2.11K – – –
HBW
156
Hazlett, Burt & Watson
West Virginia
$2K – – –
ST
157
Sageworth Trust
Pennsylvania
$2K – – –
PWMG
158
Prestige Wealth Management Group
New Jersey
$1.34K – – –
SC
159
Schubert & Co
Texas
$1.34K +$957 +5 +250%
GWM
160
Geneos Wealth Management
Colorado
$1.15K +$1.15K +6 New
CWP
161
Concord Wealth Partners
Virginia
$1.15K +$1.15K +6 New
BTI
162
Blue Trust Inc
Georgia
$1K -$200 -1 -17%
SWM
163
Spire Wealth Management
Virginia
$1K – – –
IA
164
IFP Advisors
Florida
$1K – – –
AF
165
Allworth Financial
California
$957 -$22.8K -119 -96%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$957 – – –
JFA
167
JNBA Financial Advisors
Minnesota
$957 – – –
MWM
168
MinichMacGregor Wealth Management
New York
$765 +$765 +4 New
FGAM
169
Financial Gravity Asset Management
Texas
$612 +$612 +191 New
PA
170
Parallel Advisors
California
$383 -$5.55K -29 -94%
GRP
171
Global Retirement Partners
California
$383 – – –
SIC
172
SJS Investment Consulting
Ohio
$191 – – –
HNB
173
Huntington National Bank
Ohio
$191 – – –
AF
174
Advisornet Financial
Minnesota
$191 +$191 +1 New
DI
175
Disciplined Investments
Oklahoma
$191 +$191 +1 New
5 6
7
8 9