VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

174 hedge funds and large institutions have $1.18B invested in Virtus Investment Partners in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
59
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$14.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.1M
3
BCM
Basswood Capital Management
New York
$2.89M
4
State Street
State Street
Massachusetts
$60.3M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$10.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$42.1M
2
SSA
Schonfeld Strategic Advisors
New York
$19.1M
3
Man Group
Man Group
United Kingdom
$6.18M
4
BlackRock
BlackRock
New York
$218M
5
PAM
Panagora Asset Management
Massachusetts
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
151
Blue Trust Inc
Georgia
$6K – – –
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$5.86K – – –
PFBT
153
Parkside Financial Bank & Trust
Missouri
$5.66K – – –
RAM
154
Riggs Asset Management
Pennsylvania
$5.05K – – –
JEST
155
JTC Employer Solutions Trustee
Jersey
$5K – – –
BIA
156
Bell Investment Advisors
California
$4.65K +$2.83K +14 +156%
FWM
157
Focused Wealth Management
New York
$3.64K – – –
EWA
158
EverSource Wealth Advisors
Alabama
$2.63K – – –
WTC
159
WhitTier Trust Company
Nevada
$2.22K – – –
LC
160
Lindbrook Capital
California
$2.02K -$606 -3 -23%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$2.02K – – –
HBW
162
Hazlett, Burt & Watson
West Virginia
$2K – – –
Bessemer Group
163
Bessemer Group
New Jersey
$2K +$1K +6 +100%
GWSG
164
GPS Wealth Strategies Group
Colorado
$1.62K – – –
PWMG
165
Prestige Wealth Management Group
New Jersey
$1.41K – – –
AF
166
Allworth Financial
California
$1.41K +$404 +2 +40%
CWP
167
Concord Wealth Partners
Virginia
$1.21K – – –
JFA
168
JNBA Financial Advisors
Minnesota
$1.01K – – –
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$1.01K – – –
SWM
170
Spire Wealth Management
Virginia
$1.01K – – –
FGA
171
Fortis Group Advisors
New Jersey
$1.01K +$1.01K +6 New
CFGS
172
Concourse Financial Group Securities
Alabama
$403 – – –
HNB
173
Huntington National Bank
Ohio
$202 – – –
SIC
174
SJS Investment Consulting
Ohio
$202 – – –
VIA
175
Vident Investment Advisory
Georgia
– -$2.63M -13,319 Closed
4 5 6
7
8