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Virtus Investment Partners
VRTS

Overview Fund Activity

172 hedge funds and large institutions have $1.15B invested in Virtus Investment Partners in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
62
Reduced
56
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$11.5M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$4.77M
3
Victory Capital Management
3
Victory Capital Management
Texas
$22.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$31.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.6M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$17.7M
3
Man Group
3
Man Group
United Kingdom
$9.81M
4
Bank of America
4
Bank of America
North Carolina
$5.23M
5
Truist Financial
5
Truist Financial
North Carolina
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
151
JTC Employer Solutions Trustee
Jersey
$5K – – –
RAM
152
Riggs Asset Management
Pennsylvania
$4.76K – – –
FWM
153
Focused Wealth Management
New York
$3.43K +$3.43K +18 New
BTI
154
Blue Trust Inc
Georgia
$3K +$2K +10 +200%
LC
155
Lindbrook Capital
California
$2.48K -$762 -4 -24%
EWA
156
EverSource Wealth Advisors
Alabama
$2.48K – – –
WTC
157
WhitTier Trust Company
Nevada
$2.09K – – –
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$2K -$49K -245 -96%
HBW
159
Hazlett, Burt & Watson
West Virginia
$2K – – –
PWMG
160
Prestige Wealth Management Group
New Jersey
$1.33K – – –
BIA
161
Bell Investment Advisors
California
$1.14K -$1.33K -7 -54%
AF
162
Allworth Financial
California
$952 – – –
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$952 – – –
SWM
164
Spire Wealth Management
Virginia
$952 – – –
JFA
165
JNBA Financial Advisors
Minnesota
$952 – – –
NA
166
NewEdge Advisors
Louisiana
$762 -$10.7K -56 -93%
SC
167
Schubert & Co
Texas
$572 -$763 -4 -57%
DI
168
Disciplined Investments
Oklahoma
$381 +$191 +1 +100%
CFGS
169
Concourse Financial Group Securities
Alabama
$380 +$380 +2 New
AF
170
Advisornet Financial
Minnesota
$190 – – –
HNB
171
Huntington National Bank
Ohio
$190 – – –
ZP
172
Zimmer Partners
New York
– -$16.7M -87,480 Closed
Renaissance Technologies
173
Renaissance Technologies
New York
– -$2.36M -12,329 Closed
State of New Jersey Common Pension Fund D
174
State of New Jersey Common Pension Fund D
New Jersey
– -$2.32M -12,107 Closed
RJA
175
Raymond James & Associates
Florida
– -$1.17M -6,098 Closed
4 5 6
7
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