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Virtus Investment Partners
VRTS

Overview Fund Activity

237 hedge funds and large institutions have $1.24B invested in Virtus Investment Partners in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
87
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$61.1M
2
American Century Companies
American Century Companies
Missouri
$18M
3
ZIM
Zacks Investment Management
Illinois
$3.12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.9M
5
Northern Trust
Northern Trust
Illinois
$23.4M

Top Sellers

1
BCM
Basswood Capital Management
New York
$13.6M
2
Morgan Stanley
Morgan Stanley
New York
$22.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
VVP
Vulcan Value Partners
Alabama
$21.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Smartleaf Asset Management
Massachusetts
$44.1K +$27.8K +126 +170%
SPIA
177
Steward Partners Investment Advisory
New York
$38.4K – – –
HNB
178
Hilltop National Bank
Wyoming
$31.1K – – –
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$24.3K -$132K -600 -85%
Osaic Holdings
180
Osaic Holdings
Arizona
$22.9K -$2.43K -11 -10%
GI
181
GAMMA Investing
California
$17.6K +$6.18K +28 +54%
CCM
182
Copeland Capital Management
Pennsylvania
$17K +$17K +77 New
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$16.3K +$4.41K +20 +37%
HCA
184
Harbor Capital Advisors
Illinois
$14K +$1.36K +6 +11%
US Bancorp
185
US Bancorp
Minnesota
$13K – – –
RA
186
Rise Advisors
New York
$12.9K +$219 +1 +2%
TSMHT
187
Thurston Springer Miller Herd & Titak
Indiana
$11.5K +$9.48K +43 +478%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$11.3K – – –
AAP
189
Arax Advisory Partners
Colorado
$10.8K – – –
HCM
190
Hollencrest Capital Management
California
$10.6K – – –
SCM
191
Sterling Capital Management
North Carolina
$9.93K +$7.72K +35 +350%
PC
192
Promethos Capital
Massachusetts
$9.49K – – –
UB
193
UMB Bank
Missouri
$9.27K +$2.21K +10 +31%
LFA
194
LGT Financial Advisors
Texas
$9.04K – – –
CFB
195
Cullen/Frost Bankers
Texas
$9.04K +$9.04K +41 New
Mitsubishi UFJ Asset Management
196
Mitsubishi UFJ Asset Management
Japan
$8.58K – – –
Bessemer Group
197
Bessemer Group
New Jersey
$8K -$3.43K -15 -30%
LC
198
Lindbrook Capital
California
$7.94K +$3.09K +14 +64%
AWM
199
Avior Wealth Management
Nebraska
$7.28K +$7.28K +33 New
PA
200
Parallel Advisors
California
$7.06K +$3.75K +17 +113%
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8
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