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Virtus Investment Partners
VRTS

Overview Fund Activity

188 hedge funds and large institutions have $1.41B invested in Virtus Investment Partners in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
58
Reduced
71
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.3M
2
BlackRock
BlackRock
New York
$268M
3
Man Group
Man Group
United Kingdom
$7.26M
4
BCM
Basswood Capital Management
New York
$7.64M
5
BCM
Bridgeway Capital Management
Texas
$10.9M

Top Sellers

1
SSA
Schonfeld Strategic Advisors
New York
$1.78M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$97.8M
3
Verition Fund Management
Verition Fund Management
Connecticut
$0
4
VVP
Vulcan Value Partners
Alabama
$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$14.3K -$1.45K -6 -9%
FFA
152
Farther Finance Advisors
California
$13.3K +$725 +3 +6%
HCM
153
Hollencrest Capital Management
California
$11.6K – – –
NA
154
NewEdge Advisors
Louisiana
$11.1K +$11.1K +46 New
EC
155
EntryPoint Capital
New York
$10.4K +$10.4K +43 New
PC
156
Promethos Capital
Massachusetts
$10.4K +$10.4K +43 New
LFA
157
LGT Financial Advisors
Texas
$9.91K – – –
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$9.67K +$2.42K +10 +33%
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$8.94K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$7.5K -$967 -4 -11%
RAM
161
Riggs Asset Management
Pennsylvania
$6.04K – – –
JEST
162
JTC Employer Solutions Trustee
Jersey
$6K – – –
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$5.32K -$1.69K -7 -24%
LC
164
Lindbrook Capital
California
$4.59K +$2.18K +9 +90%
FWM
165
Focused Wealth Management
New York
$4.35K – – –
PWMG
166
Private Wealth Management Group
New Jersey
$4.35K +$4.35K +18 New
PA
167
Parallel Advisors
California
$3.87K -$8.7K -36 -69%
BIA
168
Bell Investment Advisors
California
$3.39K -$2.18K -9 -39%
EWA
169
EverSource Wealth Advisors
Alabama
$3.14K – – –
HBW
170
Hazlett, Burt & Watson
West Virginia
$3K +$250 +1 +9%
NB
171
NBT Bank
New York
$2.9K +$2.9K +12 New
WTC
172
WhitTier Trust Company
Nevada
$2.66K – – –
NFA
173
Northwest Financial Advisors
Virginia
$2.66K +$2.66K +11 New
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$2.42K – – –
FGA
175
Fortis Group Advisors
New Jersey
$2.42K +$1.1K +5 +83%
4 5 6
7
8