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Virtus Investment Partners
VRTS

Overview Fund Activity

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
Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.7%
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

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$57.3M
2
Man Group
2
Man Group
United Kingdom
$8.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.7M
4
EF
4
Empowered Funds
Pennsylvania
$2.91M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$7.35M

Top Sellers

1
BlackRock
1
BlackRock
New York
$218M
2
Amundi
2
Amundi
France
$696K
3
BCM
3
Basswood Capital Management
New York
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$28.1M
5
IP
5
Interval Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
151
Farther Finance Advisors
California
$4.34K +$4.34K +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 +$593 +3 +50%
GWSG
159
GPS Wealth Strategies Group
Colorado
$1.58K +$1.58K +8 New
PWMG
160
Prestige Wealth Management Group
New Jersey
$1.38K – – –
CWP
161
Concord Wealth Partners
Virginia
$1.19K +$1.19K +6 New
Bessemer Group
162
Bessemer Group
New Jersey
$1K +$1K +6 New
AF
163
Allworth Financial
California
$988 – – –
JFA
164
JNBA Financial Advisors
Minnesota
$988 – – –
SWM
165
Spire Wealth Management
Virginia
$987 – – –
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$987 – – –
FGAM
167
Financial Gravity Asset Management
Texas
$610 +$610 +197 New
DI
168
Disciplined Investments
Oklahoma
$395 – – –
CFGS
169
Concourse Financial Group Securities
Alabama
$394 – – –
SIC
170
SJS Investment Consulting
Ohio
$198 +$198 +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
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