Virtus Investment Partners, Inc.

VRTS

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000883237

SEC filings (opens in a new tab)

In the last 90 days, Virtus Investment Partners, Inc. insiders filed 0 open-market purchases and 2 sales; 233 institutions reported holding it in 13F filings for Q2 2026, worth $858.4M in total; no superinvestor holds it.

Q2 2021 vs. Q1 2021

How the institutions holding Virtus Investment Partners, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of VRTS: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Of which not filed for Q2 2021	Q2 2021	Change
Holders	178	1	195	+18
Shares	6.30M	35.4K	6.38M	+116.8K (+1.9%)
Value	$1.48B	$8.33M	$1.77B	+$296.9M (+20.2%)

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Virtus Investment Partners, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to VRTS in Q2 2021
Institution	Shares	Value	% of portfolio
Basswood Capital Management, L.L.C.	86,460	$24.0M	1.00%
Steamboat Capital Partners, LLC	69,780	$19.4M	5.00%
Hillcrest Asset Management LLC	42,778	$11.9M	1.61%
Amundi	35,371	$9.82M	0.01%
State of New Jersey Common Pension Fund D	8,992	$2.50M	0.01%
AlphaCrest Capital Management LLC	6,400	$1.78M	0.08%
Boothbay Fund Management, LLC	6,327	$1.76M	0.07%
Susquehanna International Group, LLP	4,904	$1.36M	0.00%
Lazard Asset Management LLC	4,475	$1.24M	0.00%
New York Life Investments Alternatives	3,905	$1.08M	0.73%
Amalgamated Bank	3,901	$1.08M	0.01%
HRT Financial LP	3,575	$993.0K	0.01%
Jane Street Group, LLC	2,221	$617.0K	0.00%
HSBC Holdings PLC	1,248	$344.0K	0.00%
Qube Research & Technologies Ltd	969	$269.0K	0.00%
Envestnet Asset Management Inc	853	$237.0K	0.00%
LPL Financial LLC	810	$225.0K	0.00%
Martingale Asset Management L P	801	$223.0K	0.00%
Profund Advisors LLC	786	$218.0K	0.01%
Quadrature Capital Ltd	761	$212.0K	0.01%
Squarepoint Ops LLC	753	$209.0K	0.00%
StoneX Group Inc.	729	$202.0K	0.03%
KBC Group NV	630	$175.0K	0.00%
Quantbot Technologies LP	200	$55.0K	0.00%
FFT Wealth Management LLC	68	$19.0K	0.00%
Plante Moran Financial Advisors, LLC	62	$17.0K	0.00%
Federated Hermes, Inc.	56	$16.0K	0.00%
Sageworth Trust Co	40	$11.0K	0.00%
Signaturefd, LLC	20	$6.00K	0.00%
Advisory Services Network, LLC	5	$1.00K	0.00%
Berman Capital Advisors, LLC	6	$1.00K	0.00%

Sold out (13)

Institutions that held Virtus Investment Partners, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of VRTS in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Gillson Capital LP	19,116	$4.50M
California Public Employees Retirement System	15,100	$3.56M
SG Americas Securities, LLC	12,591	$2.96M
Two Sigma Investments, LP	4,500	$1.06M
LS Investment Advisors, LLC	863	$203.0K
USA Financial Portformulas Corp	664	$156.0K
FourThought Financial, LLC	630	$148.0K
Point72 Asset Management, L.P.	500	$118.0K
Point72 Hong Kong Ltd	303	$71.0K
Resources Management Corp	100	$24.0K
Ameritas Investment Company, LLC	83	$19.5K
Eudaimonia Partners, LLC	30	$7.00K
Heritage Wealth Advisors	23	$5.42K

Not filed for Q2 2021 yet (1)

Institutions that held Virtus Investment Partners, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VRTS in Q1 2021 that haven't filed for Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Amundi Asset Management US, Inc.	35,371	$8.33M