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Virtus Investment Partners
VRTS

Overview Fund Activity

223 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, 71 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
71
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$13.4M
2
BCM
Basswood Capital Management
New York
$22.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32M
4
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$6.78M
5
AQR Capital Management
AQR Capital Management
Connecticut
$11.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0
3
BlackRock
BlackRock
New York
$239M
4
VVP
Vulcan Value Partners
Alabama
$29.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$13.3K -$2.03K -9 -13%
RA
177
Rise Advisors
New York
$13K – – –
FFA
178
Farther Finance Advisors
California
$12.5K – – –
AAP
179
Arax Advisory Partners
Colorado
$11.1K +$11.1K +49 New
Bessemer Group
180
Bessemer Group
New Jersey
$11K -$39.4K -179 -78%
HCM
181
Hollencrest Capital Management
California
$10.8K – – –
PC
182
Promethos Capital
Massachusetts
$9.71K – – –
LFA
183
LGT Financial Advisors
Texas
$9.26K – – –
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$8.81K – – –
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$8.58K +$1.58K +7 +23%
LC
186
Lindbrook Capital
California
$8.13K +$3.39K +15 +71%
SAM
187
Smartleaf Asset Management
Massachusetts
$7.73K +$7.73K +35 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$6.78K -$2.26K -10 -25%
PCMC
189
Planning Capital Management Corporation
Pennsylvania
$6.32K +$6.32K +28 New
JEST
190
JTC Employer Solutions Trustee
Jersey
$6K – – –
QL
191
Quarry LP
New York
$5.87K +$5.87K +26 New
RAM
192
Riggs Asset Management
Pennsylvania
$5.65K – – –
HIM
193
Hillsdale Investment Management
Ontario, Canada
$5.65K – – –
PA
194
Parallel Advisors
California
$5.2K +$1.36K +6 +35%
GI
195
GAMMA Investing
California
$5.2K +$1.81K +8 +53%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$4.97K -$1.36K -6 -21%
EWA
197
EverSource Wealth Advisors
Alabama
$4.75K +$1.81K +8 +62%
PWMG
198
Private Wealth Management Group
New Jersey
$4.07K – – –
BIA
199
Bell Investment Advisors
California
$3.39K -$903 -4 -21%
UB
200
UMB Bank
Missouri
$3.16K -$903 -4 -22%
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