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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.

New
Increased
Maintained
Reduced
Closed
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 %
SWM
201
Spire Wealth Management
Virginia
$1.24K – – –
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$1.24K – – –
C
203
Covestor
United Kingdom
$1K +$1K +2 New
FGAM
204
Financial Gravity Asset Management
Texas
$629 +$629 +3 New
BTI
205
Blue Trust Inc
Georgia
$496 -$44.6K -180 -99%
PFBT
206
Parkside Financial Bank & Trust
Missouri
$496 – – –
BGAI
207
Bruce G. Allen Investments
Colorado
$496 +$496 +2 New
HNB
208
Huntington National Bank
Ohio
$248 – – –
SIC
209
SJS Investment Consulting
Ohio
$248 – – –
RIL
210
Rothschild Investment LLC
Illinois
$248 +$248 +1 New
TFM
211
TFC Financial Management
Massachusetts
$248 +$248 +1 New
AWM
212
Avior Wealth Management
Nebraska
$247 +$247 +1 New
ECM
213
Everence Capital Management
Indiana
$228 – – –
Assenagon Asset Management
214
Assenagon Asset Management
Luxembourg
– -$5.52M -22,828 Closed
WMSA
215
Weiss Multi-Strategy Advisers
New York
– -$1.87M -7,729 Closed
SSA
216
Schonfeld Strategic Advisors
New York
– -$1.78M -7,370 Closed
HF
217
HRT Financial
New York
– -$500K -2,071 Closed
JFG
218
Jefferies Financial Group
New York
– -$484K -2,000 Closed
State Board of Administration of Florida Retirement System
219
State Board of Administration of Florida Retirement System
Florida
– -$479K -1,980 Closed
NYLIM
220
New York Life Investment Management
New York
– -$439K -1,816 Closed
GC
221
Guggenheim Capital
Illinois
– -$243K -1,007 Closed
SG Americas Securities
222
SG Americas Securities
New York
– -$229K -949 Closed
TD Asset Management
223
TD Asset Management
Ontario, Canada
– -$218K -900 Closed
LPL Financial
224
LPL Financial
California
– -$210K -869 Closed
Lazard Asset Management
225
Lazard Asset Management
New York
– -$141K -584 Closed
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