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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 %
AF
176
Allworth Financial
California
$1.94K +$242 +1 +14%
GWSG
177
GPS Wealth Strategies Group
Colorado
$1.93K – – –
PS
178
Principal Securities
Iowa
$1.93K +$1.93K +8 New
PWMG
179
Prestige Wealth Management Group
New Jersey
$1.69K – – –
FG
180
Fairman Group
Pennsylvania
$1.45K +$1.45K +6 New
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$1.21K – – –
JFA
182
JNBA Financial Advisors
Minnesota
$1.21K – – –
AT
183
Arlington Trust
Alabama
$1.21K +$1.21K +5 New
SWM
184
Spire Wealth Management
Virginia
$1.2K – – –
GI
185
GAMMA Investing
California
$944 +$944 +4 New
PFBT
186
Parkside Financial Bank & Trust
Missouri
$484 -$6.29K -26 -93%
HNB
187
Huntington National Bank
Ohio
$242 – – –
SIC
188
SJS Investment Consulting
Ohio
$242 – – –
Verition Fund Management
189
Verition Fund Management
Connecticut
– -$6.05M -29,975 Closed
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
– -$897K -4,443 Closed
Schroder Investment Management Group
191
Schroder Investment Management Group
United Kingdom
– -$494K -2,470 Closed
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
– -$483K -2,393 Closed
EGM
193
Engineers Gate Manager
New York
– -$357K -1,769 Closed
XT
194
XTX Topco
Cayman Islands
– -$314K -1,556 Closed
BF
195
BOK Financial
Oklahoma
– -$213K -1,157 Closed
FIM
196
Freedom Investment Management
Connecticut
– -$218K -1,081 Closed
CC
197
Centiva Capital
New York
– -$217K -1,073 Closed
Bessemer Group
198
Bessemer Group
New Jersey
– -$2K -12 Closed
CWP
199
Concord Wealth Partners
Virginia
– -$1.21K -6 Closed
CFGS
200
Concourse Financial Group Securities
Alabama
– -$403 -2 Closed
4 5 6 7
8