Virtus Investment Partners
VRTS
222 hedge funds and large institutions have $1.3B invested in Virtus Investment Partners in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 26 closing their positions.
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
4% more funds holding
Funds holding: 213 → 222 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.54% less ownership
Funds ownership: 81.09% → 80.55% (-0.54%)
3% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 72
9% less capital invested
Capital invested by funds: $1.43B → $1.3B (-$129M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$13.5M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$8.9M |
| 3 |
JP Morgan Chase
New York
|
+$8.85M |
| 4 |
LOAME
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
+$6.83M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$37.6M |
| 2 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
-$9.92M |
| 3 |
BlackRock
New York
|
-$7.08M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$6.48M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.36M |
VRTS Hedge Fund Activity: Q2 2024 in Review
222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2024, worth a combined $1.3B — down 9.1% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VRTS positions and 26 closed out — a net gain of 12 holders — while 70 added to existing stakes and 72 trimmed.
The largest buyer was Glenmede Trust, opening a new position worth an estimated $13.5M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $37.6M sold.
- 222 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2024, up from 213 in Q1 2024.
- Funds reported $1.3B of Virtus Investment Partners stock for Q2 2024, down 9.1% quarter-over-quarter.
- 38 funds opened new Virtus Investment Partners positions in Q2 2024 and 26 closed out, a net change of +12 holders.
- The largest Virtus Investment Partners buyer in Q2 2024 was Glenmede Trust, an estimated $13.5M added.
- The largest Virtus Investment Partners seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $37.6M sold.
Based on aggregated 13F filings for Q2 2024.