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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 %
PS
201
Principal Securities
Iowa
$2.72K – – –
NB
202
NBT Bank
New York
$2.51K – – –
NFA
203
Northwest Financial Advisors
Virginia
$2.3K +$2.3K +11 New
CPA
204
Capital Performance Advisors
California
$2.3K +$2.3K +11 New
WTC
205
WhitTier Trust Company
Nevada
$2.3K – – –
SCM
206
Sterling Capital Management
North Carolina
$2.1K +$2.1K +10 New
HBW
207
Hazlett, Burt & Watson
West Virginia
$2K – – –
TWD
208
True Wealth Design
Ohio
$1.89K +$1.89K +9 New
TSMHT
209
Thurston Springer Miller Herd & Titak
Indiana
$1.89K – – –
SWM
210
Spire Wealth Management
Virginia
$1.89K +$838 +4 +80%
FPF
211
First Pacific Financial
Washington
$1.68K -$210 -1 -11%
AF
212
Allworth Financial
California
$1.68K – – –
AGWCA
213
Annis Gardner Whiting Capital Advisors
Florida
$1.47K – – –
PWMG
214
Prestige Wealth Management Group
New Jersey
$1.47K – – –
FG
215
Fairman Group
Pennsylvania
$1.26K – – –
JFA
216
JNBA Financial Advisors
Minnesota
$1.05K – – –
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$1.05K – – –
FGA
218
Fortis Group Advisors
New Jersey
$524 -$349 -2 -40%
RIL
219
Rothschild Investment LLC
Illinois
$419 – – –
PFBT
220
Parkside Financial Bank & Trust
Missouri
$419 – – –
LFG
221
Larson Financial Group
Missouri
$419 – – –
SIC
222
SJS Investment Consulting
Ohio
$210 – – –
MFG
223
Mendota Financial Group
Wisconsin
$210 +$210 +1 New
HNB
224
Huntington National Bank
Ohio
$209 -$209 -1 -50%
PTC
225
Private Trust Company
Ohio
$209 – – –
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