Virtus Investment Partners
VRTS
212 hedge funds and large institutions have $1.43B invested in Virtus Investment Partners in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 17 closing their positions.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
13% more funds holding
Funds holding: 188 → 212 (+24)
2% more capital invested
Capital invested by funds: $1.39B → $1.43B (+$32.7M)
1% more ownership
Funds ownership: 80.09% → 81.09% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$30.5M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$9.69M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$6.51M |
| 4 |
Morgan Stanley
New York
|
+$4.81M |
| 5 |
Goldman Sachs
New York
|
+$4.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$59.9M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$7.75M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.52M |
| 4 |
BlackRock
New York
|
-$5.11M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.39M |
VRTS Hedge Fund Activity: Q1 2024 in Review
212 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2024, worth a combined $1.43B — up 2.3% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VRTS positions and 17 closed out — a net gain of 25 holders — while 65 added to existing stakes and 68 trimmed.
The largest buyer was Charles Schwab, adding an estimated $30.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $59.9M.
- 212 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2024, up from 188 in Q4 2023.
- Funds reported $1.43B of Virtus Investment Partners stock for Q1 2024, up 2.3% quarter-over-quarter.
- 42 funds opened new Virtus Investment Partners positions in Q1 2024 and 17 closed out, a net change of +25 holders.
- The largest Virtus Investment Partners buyer in Q1 2024 was Charles Schwab, an estimated $30.5M added.
- The largest Virtus Investment Partners seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $59.9M sold.
Based on aggregated 13F filings for Q1 2024.