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Virtus Investment Partners
VRTS

Overview Fund Activity

227 hedge funds and large institutions have $1.17B invested in Virtus Investment Partners in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
76
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$28M
2
Millennium Management
Millennium Management
New York
$11.6M
3
DZ Bank
DZ Bank
Germany
$5.61M
4
Charles Schwab
Charles Schwab
California
$53.5M
5
HF
HRT Financial
New York
$2.92M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.05M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$9.39M
3
VVP
Vulcan Value Partners
Alabama
$24.1M
4
State Street
State Street
Massachusetts
$62.2M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Smartleaf Asset Management
Massachusetts
$15.4K +$8.11K +39 +111%
US Bancorp
177
US Bancorp
Minnesota
$12.4K – – –
RA
178
Rise Advisors
New York
$12.2K +$210 +1 +2%
HCA
179
Harbor Capital Advisors
Illinois
$12K +$12K +56 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$11.3K +$5.03K +24 +80%
GI
181
GAMMA Investing
California
$10.9K +$6.07K +29 +126%
FFA
182
Farther Finance Advisors
California
$10.7K -$1.05K -5 -9%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$10.7K +$2.72K +13 +34%
AAP
184
Arax Advisory Partners
Colorado
$10.3K – – –
HCM
185
Hollencrest Capital Management
California
$10.1K – – –
Bessemer Group
186
Bessemer Group
New Jersey
$10K – – –
PC
187
Promethos Capital
Massachusetts
$9.01K – – –
LFA
188
LGT Financial Advisors
Texas
$8.59K – – –
Mitsubishi UFJ Asset Management
189
Mitsubishi UFJ Asset Management
Japan
$8.17K – – –
UB
190
UMB Bank
Missouri
$6.7K +$3.77K +18 +129%
PCMC
191
Planning Capital Management Corporation
Pennsylvania
$5.87K – – –
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$5.66K +$1.05K +5 +23%
RAM
193
Riggs Asset Management
Pennsylvania
$5.24K – – –
JEST
194
JTC Employer Solutions Trustee
Jersey
$5K – – –
LC
195
Lindbrook Capital
California
$4.61K -$2.93K -14 -39%
EWA
196
EverSource Wealth Advisors
Alabama
$3.98K -$419 -2 -10%
PWMG
197
Private Wealth Management Group
New Jersey
$3.77K – – –
EB
198
Eastern Bank
Massachusetts
$3.35K +$3.35K +16 New
PA
199
Parallel Advisors
California
$3.14K -$1.68K -8 -35%
BIA
200
Bell Investment Advisors
California
$3.14K – – –
6 7
8
9 10