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Virtus Investment Partners
VRTS

Overview Fund Activity

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.

Holders
213
Holders Change
+25
Holders Change %
+13.3%
% of All Funds
3.09%
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

1
Charles Schwab
1
Charles Schwab
California
$55.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$11.9M
3
BCM
3
Basswood Capital Management
New York
$14.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.26M
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$4.66M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$37.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.7M
3
VVP
3
Vulcan Value Partners
Alabama
$39M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
BlackRock
5
BlackRock
New York
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$7.26K +30 New
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$6.94K +$1.49K +6 +27%
RAM
181
Riggs Asset Management
Pennsylvania
$6.2K – – –
HIM
182
Hillsdale Investment Management
Ontario, Canada
$6.2K +$6.2K +25 New
JEST
183
JTC Employer Solutions Trustee
Jersey
$6K – – –
LC
184
Lindbrook Capital
California
$5.21K +$496 +2 +11%
BIA
185
Bell Investment Advisors
California
$4.71K +$1.24K +5 +36%
PWMG
186
Private Wealth Management Group
New Jersey
$4.46K – – –
UB
187
UMB Bank
Missouri
$4.46K +$4.46K +18 New
PA
188
Parallel Advisors
California
$4.22K +$248 +1 +6%
GI
189
GAMMA Investing
California
$3.72K +$2.73K +11 +275%
PS
190
Principal Securities
Iowa
$3.47K +$1.49K +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 +$2.98K +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 -$1.49K -6 -55%
JFA
200
JNBA Financial Advisors
Minnesota
$1.24K – – –
6 7
8
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