VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

172 hedge funds and large institutions have $1.15B invested in Virtus Investment Partners in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
62
Reduced
56
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$11.5M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$4.77M
3
Victory Capital Management
3
Victory Capital Management
Texas
$22.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$31.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.6M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$17.7M
3
Man Group
3
Man Group
United Kingdom
$9.81M
4
Bank of America
4
Bank of America
North Carolina
$5.23M
5
Truist Financial
5
Truist Financial
North Carolina
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
176
WBI Investments
New Jersey
– -$464K -2,423 Closed
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
– -$424K -2,213 Closed
YIH
178
Y-Intercept (HK)
Hong Kong
– -$324K -1,695 Closed
CSS
179
Cubist Systematic Strategies
Connecticut
– -$318K -1,662 Closed
HSBC Holdings
180
HSBC Holdings
United Kingdom
– -$305K -1,610 Closed
ProShare Advisors
181
ProShare Advisors
Maryland
– -$209K -1,091 Closed
GC
182
Globeflex Capital
California
– -$175K -916 Closed
GTCM
183
Gyon Technologies Capital Management
New Jersey
– -$67.8K -354 Closed
FGAM
184
Financial Gravity Asset Management
Texas
– -$612 -191 Closed
SWA
185
Sutton Wealth Advisors
Florida
– -$33.5K -175 Closed
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
– -$23K -127 Closed
RP
187
Repertoire Partners
New York
– -$19.1K -100 Closed
MAM
188
Meeder Asset Management
Ohio
– -$8.04K -42 Closed
HFM
189
Hartford Financial Management
Connecticut
– -$2.68K -14 Closed
ST
190
Sageworth Trust
Pennsylvania
– -$2K -9 Closed
GWM
191
Geneos Wealth Management
Colorado
– -$1.15K -6 Closed
CWP
192
Concord Wealth Partners
Virginia
– -$1.15K -6 Closed
MWM
193
MinichMacGregor Wealth Management
New York
– -$765 -4 Closed
IA
194
IFP Advisors
Florida
– -$1K -3 Closed
GRP
195
Global Retirement Partners
California
– -$383 -2 Closed
PA
196
Parallel Advisors
California
– -$383 -2 Closed
SIC
197
SJS Investment Consulting
Ohio
– -$191 -1 Closed
TCA
198
Trifecta Capital Advisors
Illinois
– -$191 -1 Closed
4 5 6 7
8