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Virtus Investment Partners

178 hedge funds and large institutions have $1.1B invested in Virtus Investment Partners in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $945M → $1.1B (+$156M)

1.76% more ownership

Funds ownership: 81.41%83.18% (+1.8%)

2% more funds holding

Funds holding: 175178 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
53
Reduced
62
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$229M +$5.2M +29,093 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M +$2.72M +15,184 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$83M -$170K -948 -0.2%
State Street
4
State Street
Massachusetts
$53M +$4.36M +24,360 +10%
VVP
5
Vulcan Value Partners
Alabama
$42.6M -$22.3M -124,898 -36%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$33.4M +$1.89M +10,559 +6%
Brown Advisory
7
Brown Advisory
Maryland
$28.5M -$966K -5,400 -3%
SSA
8
Schonfeld Strategic Advisors
New York
$28M +$12.2M +68,002 +87%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.2M +$787K +4,402 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.2M -$37.4K -209 -0.2%
WCM Investment Management
11
WCM Investment Management
California
$21.8M -$2.88M -16,099 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21M +$3.84M +21,474 +24%
Northern Trust
13
Northern Trust
Illinois
$19.2M -$645K -3,606 -3%
Victory Capital Management
14
Victory Capital Management
Texas
$17.6M +$2.36M +13,178 +17%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$17.1M -$821K -4,591 -5%
ZP
16
Zimmer Partners
New York
$16.7M +$7.15M +39,980 +84%
Charles Schwab
17
Charles Schwab
California
$16M +$569K +3,182 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$14M +$2.91M +16,282 +29%
Norges Bank
19
Norges Bank
Norway
$12.8M -$143K -800 -1%
Morgan Stanley
20
Morgan Stanley
New York
$12.3M -$95K -531 -0.8%
N
21
Nuveen
North Carolina
$12M +$785K +4,387 +8%
Amundi
22
Amundi
France
$11.1M +$966K +5,400 +12%
Bank of America
23
Bank of America
North Carolina
$10.4M +$308K +1,722 +3%
LOAMS
24
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.57M
AC
25
AWH Capital
Texas
$8.52M

VRTS Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2022, worth a combined $1.1B — up 17% from $945M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VRTS positions and 25 closed out — a net gain of 5 holders — while 53 added to existing stakes and 62 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $12.2M. The largest seller was Vulcan Value Partners, cutting an estimated $22.3M.

  • 178 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.1B of Virtus Investment Partners stock for Q4 2022, up 17% quarter-over-quarter.
  • 30 funds opened new Virtus Investment Partners positions in Q4 2022 and 25 closed out, a net change of +5 holders.
  • The largest Virtus Investment Partners buyer in Q4 2022 was Schonfeld Strategic Advisors, an estimated $12.2M added.
  • The largest Virtus Investment Partners seller in Q4 2022 was Vulcan Value Partners, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2022.