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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 %
HBW
201
Hazlett, Burt & Watson
West Virginia
$3K – – –
PS
202
Principal Securities
Iowa
$2.94K -$226 -1 -7%
NB
203
NBT Bank
New York
$2.71K – – –
WTC
204
WhitTier Trust Company
Nevada
$2.48K – – –
FHA
205
First Horizon Advisors
Tennessee
$2.26K +$2.26K +10 New
FPF
206
First Pacific Financial
Washington
$2.03K +$2.03K +9 New
TSMHT
207
Thurston Springer Miller Herd & Titak
Indiana
$2.03K +$2.03K +9 New
AF
208
Allworth Financial
California
$1.92K – – –
PWMG
209
Prestige Wealth Management Group
New Jersey
$1.58K – – –
AGWCA
210
Annis Gardner Whiting Capital Advisors
Florida
$1.58K +$1.58K +7 New
FG
211
Fairman Group
Pennsylvania
$1.36K – – –
JFA
212
JNBA Financial Advisors
Minnesota
$1.13K – – –
FGA
213
Fortis Group Advisors
New Jersey
$1.13K – – –
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.13K – – –
SWM
215
Spire Wealth Management
Virginia
$1.13K – – –
JSAM
216
J. Safra Asset Management
New York
$1.13K +$1.13K +5 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$452 – – –
HNB
218
Huntington National Bank
Ohio
$452 +$226 +1 +100%
RIL
219
Rothschild Investment LLC
Illinois
$452 +$226 +1 +100%
LFG
220
Larson Financial Group
Missouri
$452 +$452 +2 New
SIC
221
SJS Investment Consulting
Ohio
$226 – – –
PTC
222
Private Trust Company
Ohio
$226 +$226 +1 New
ECM
223
Everence Capital Management
Indiana
$202 – – –
T. Rowe Price Investment Management
224
T. Rowe Price Investment Management
Maryland
– -$37.6M -151,726 Closed
LOAMS
225
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$9.92M -40,000 Closed
6 7 8
9
10