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Virtus Investment Partners
VRTS

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

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $945M → $1.1B (+$156M)

1.76% more ownership

Funds ownership: 81.41% → 83.18% (+1.8%)

2% more funds holding

Funds holding: 175 → 178 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.86%
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

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
+$12.2M
2
ZP
Zimmer Partners
New York
+$7.15M
3
BCM
Basswood Capital Management
New York
+$6.31M
4
BlackRock
BlackRock
New York
+$5.2M
5
State Street
State Street
Massachusetts
+$4.36M

Top Sellers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
-$22.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.3M
3
ECM
ExodusPoint Capital Management
New York
-$5.81M
4
NM
Newtyn Management
New York
-$5.09M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
151
Covestor
United Kingdom
$3K +$1.97K +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 +$1.79K +10 +333%
WTC
155
WhitTier Trust Company
Nevada
$2.1K – – –
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 +$894 +5 +250%
CWP
160
Concord Wealth Partners
Virginia
$1.15K +$1.07K +6 New
GWM
161
Geneos Wealth Management
Colorado
$1.15K +$1.07K +6 New
BTI
162
Blue Trust Inc
Georgia
$1K -$179 -1 -17%
IA
163
IFP Advisors
Florida
$1K – – –
SWM
164
Spire Wealth Management
Virginia
$1K – – –
AF
165
Allworth Financial
California
$957 -$21.3K -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 +$715 +4 New
FGAM
169
Financial Gravity Asset Management
Texas
$612 +$34.2K +191 New
PA
170
Parallel Advisors
California
$383 -$5.19K -29 -94%
GRP
171
Global Retirement Partners
California
$383 – – –
HNB
172
Huntington National Bank
Ohio
$191 – – –
SIC
173
SJS Investment Consulting
Ohio
$191 – – –
AF
174
Advisornet Financial
Minnesota
$191 +$179 +1 New
DI
175
Disciplined Investments
Oklahoma
$191 +$179 +1 New
5 6
7
8 9

VRTS Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2022, worth a combined $1.1B — up 17% from $945M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VRTS positions and 25 closed out — a net gain of 5 holders — while 53 added to existing stakes and 62 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $12.2M. The largest seller was Vulcan Value Partners, cutting an estimated $22.3M.

  • 178 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.1B of Virtus Investment Partners stock for Q4 2022, up 17% quarter-over-quarter.
  • 30 funds opened new Virtus Investment Partners positions in Q4 2022 and 25 closed out, a net change of +5 holders.
  • The largest Virtus Investment Partners buyer in Q4 2022 was Schonfeld Strategic Advisors, an estimated $12.2M added.
  • The largest Virtus Investment Partners seller in Q4 2022 was Vulcan Value Partners, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2022.