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Virtus Investment Partners
VRTS

171 hedge funds and large institutions have $1.17B invested in Virtus Investment Partners in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.15B → $1.17B (+$15.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 172 → 171 (-1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

2.53% less ownership

Funds ownership: 83.76% → 81.23% (-2.5%)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
52
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.2M
2
Man Group
Man Group
United Kingdom
+$8.36M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.87M
4
EF
Empowered Funds
Pennsylvania
+$2.79M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$15.3M
2
BCM
Basswood Capital Management
New York
-$11.5M
3
Amundi
Amundi
France
-$11.4M
4
SSA
Schonfeld Strategic Advisors
New York
-$4.69M
5
IP
Interval Partners
New York
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
151
Farther Finance Advisors
California
$4.34K +$4.16K +22 New
FWM
152
Focused Wealth Management
New York
$3.55K – – –
EWA
153
EverSource Wealth Advisors
Alabama
$2.57K – – –
LC
154
Lindbrook Capital
California
$2.57K – – –
WTC
155
WhitTier Trust Company
Nevada
$2.17K – – –
HBW
156
Hazlett, Burt & Watson
West Virginia
$2K – – –
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$1.98K – – –
BIA
158
Bell Investment Advisors
California
$1.78K +$567 +3 +50%
GWSG
159
GPS Wealth Strategies Group
Colorado
$1.58K +$1.51K +8 New
PWMG
160
Prestige Wealth Management Group
New Jersey
$1.38K – – –
CWP
161
Concord Wealth Partners
Virginia
$1.19K +$1.13K +6 New
Bessemer Group
162
Bessemer Group
New Jersey
$1K +$1.13K +6 New
AF
163
Allworth Financial
California
$988 – – –
JFA
164
JNBA Financial Advisors
Minnesota
$988 – – –
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$987 – – –
SWM
166
Spire Wealth Management
Virginia
$987 – – –
FGAM
167
Financial Gravity Asset Management
Texas
$610 +$37.2K +197 New
DI
168
Disciplined Investments
Oklahoma
$395 – – –
CFGS
169
Concourse Financial Group Securities
Alabama
$394 – – –
SIC
170
SJS Investment Consulting
Ohio
$198 +$189 +1 New
HNB
171
Huntington National Bank
Ohio
$197 – – –
BCM
172
Basswood Capital Management
New York
– -$11.5M -60,381 Closed
IP
173
Interval Partners
New York
– -$4.1M -21,544 Closed
GC
174
Gillson Capital
Illinois
– -$3.67M -19,270 Closed
Walleye Capital
175
Walleye Capital
New York
– -$1.06M -5,558 Closed
4 5 6
7
8

VRTS Hedge Fund Activity: Q2 2023 in Review

171 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2023, worth a combined $1.17B — up 1.4% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of VRTS and 25 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 52 added.

The largest buyer was Fidelity Investments, adding an estimated $20.2M. The largest seller was BlackRock, cutting an estimated $15.3M.

  • 171 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2023, down from 172 in Q1 2023.
  • Funds reported $1.17B of Virtus Investment Partners stock for Q2 2023, up 1.4% quarter-over-quarter.
  • 25 funds opened new Virtus Investment Partners positions in Q2 2023 and 26 closed out, a net change of -1 holder.
  • The largest Virtus Investment Partners buyer in Q2 2023 was Fidelity Investments, an estimated $20.2M added.
  • The largest Virtus Investment Partners seller in Q2 2023 was BlackRock, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.