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Virtus Investment Partners
VRTS

213 hedge funds and large institutions have $1.43B invested in Virtus Investment Partners in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

13% more funds holding

Funds holding: 188 → 213 (+25)

1% more capital invested

Capital invested by funds: $1.41B → $1.43B (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.16% less ownership

Funds ownership: 81.25% → 81.09% (-0.16%)

7% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 69

Holders
213
Holders Change
+25
Holders Change %
+13.3%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
64
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$30.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.69M
3
BCM
Basswood Capital Management
New York
+$6.51M
4
Goldman Sachs
Goldman Sachs
New York
+$4.62M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$59.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
VVP
Vulcan Value Partners
Alabama
-$7.75M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$5.52M
5
BlackRock
BlackRock
New York
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$9.92K – – –
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$9.67K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$7.69K – – –
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$7.26K +$7.11K +30 New
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$6.94K +$1.42K +6 +27%
RAM
181
Riggs Asset Management
Pennsylvania
$6.2K – – –
HIM
182
Hillsdale Investment Management
Ontario, Canada
$6.2K +$5.92K +25 New
JEST
183
JTC Employer Solutions Trustee
Jersey
$6K – – –
LC
184
Lindbrook Capital
California
$5.21K +$474 +2 +11%
BIA
185
Bell Investment Advisors
California
$4.71K +$1.19K +5 +36%
PWMG
186
Private Wealth Management Group
New Jersey
$4.46K – – –
UB
187
UMB Bank
Missouri
$4.46K +$4.26K +18 New
PA
188
Parallel Advisors
California
$4.22K +$237 +1 +6%
GI
189
GAMMA Investing
California
$3.72K +$2.61K +11 +275%
PS
190
Principal Securities
Iowa
$3.47K +$1.42K +6 +75%
HBW
191
Hazlett, Burt & Watson
West Virginia
$3K – – –
NB
192
NBT Bank
New York
$2.98K – – –
HT
193
Headlands Technologies
Illinois
$2.98K +$2.84K +12 New
EWA
194
EverSource Wealth Advisors
Alabama
$2.85K – – –
WTC
195
WhitTier Trust Company
Nevada
$2.73K – – –
AF
196
Allworth Financial
California
$1.98K – – –
PWMG
197
Prestige Wealth Management Group
New Jersey
$1.74K – – –
FG
198
Fairman Group
Pennsylvania
$1.49K – – –
FGA
199
Fortis Group Advisors
New Jersey
$1.24K -$1.42K -6 -55%
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$1.24K – – –
6 7
8
9 10

VRTS Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2024, worth a combined $1.43B — up 0.87% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VRTS positions and 17 closed out — a net gain of 26 holders — while 64 added to existing stakes and 69 trimmed.

The largest buyer was Charles Schwab, adding an estimated $30.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $59.9M.

  • 213 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2024, up from 188 in Q4 2023.
  • Funds reported $1.43B of Virtus Investment Partners stock for Q1 2024, up 0.87% quarter-over-quarter.
  • 43 funds opened new Virtus Investment Partners positions in Q1 2024 and 17 closed out, a net change of +26 holders.
  • The largest Virtus Investment Partners buyer in Q1 2024 was Charles Schwab, an estimated $30.5M added.
  • The largest Virtus Investment Partners seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.