Virtus Investment Partners
VRTS
228 hedge funds and large institutions have $1.18B invested in Virtus Investment Partners in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 18 closing their positions.
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
2% more funds holding
Funds holding: 223 → 228 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.9% less ownership
Funds ownership: 80.58% → 79.67% (-0.9%)
9% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 85
9% less capital invested
Capital invested by funds: $1.3B → $1.18B (-$116M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.96M |
| 2 |
Millennium Management
New York
|
+$5.84M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$4.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$3.55M |
| 5 |
HF
HRT Financial
New York
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.4M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$3.25M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$2.96M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$2.93M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.66M |
VRTS Hedge Fund Activity: Q3 2024 in Review
228 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2024, worth a combined $1.18B — down 8.9% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VRTS positions and 18 closed out — a net gain of 5 holders — while 77 added to existing stakes and 85 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.96M. The largest seller was Fidelity Investments, cutting an estimated $40.4M.
- 228 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2024, up from 223 in Q2 2024.
- Funds reported $1.18B of Virtus Investment Partners stock for Q3 2024, down 8.9% quarter-over-quarter.
- 23 funds opened new Virtus Investment Partners positions in Q3 2024 and 18 closed out, a net change of +5 holders.
- The largest Virtus Investment Partners buyer in Q3 2024 was Morgan Stanley, an estimated $7.96M added.
- The largest Virtus Investment Partners seller in Q3 2024 was Fidelity Investments, an estimated $40.4M sold.
Based on aggregated 13F filings for Q3 2024.