Virtus Investment Partners, Inc.
VRTS- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000883237
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.
Q3 2023 vs. Q2 2023
How the institutions holding Virtus Investment Partners, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 171 | 1 | 176 | +6 |
| Shares | 5.92M | 14.7K | 5.92M | +10.8K (+0.2%) |
| Value | $1.17B | $2.91M | $1.18B | +$16.9M (+1.4%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Basswood Capital Management, L.L.C. | 14,320 | $2.89M | 0.22% |
| ORG Partners LLC | 94,146 | $991.4K | 0.29% |
| Balyasny Asset Management LLC | 4,443 | $897.4K | 0.00% |
| Illinois Municipal Retirement Fund | 4,142 | $837.0K | 0.02% |
| Summit Global Investments | 3,767 | $761.0K | 0.05% |
| SG Americas Securities, LLC | 3,748 | $757.0K | 0.01% |
| Chase Investment Counsel Corp | 3,600 | $727.0K | 0.36% |
| Comerica Bank | 3,197 | $645.7K | 0.00% |
| Squarepoint Ops LLC | 3,022 | $610.4K | 0.00% |
| Vident Advisory, LLC | 2,416 | $488.0K | 0.02% |
| State of Wisconsin Investment Board | 2,393 | $483.4K | 0.00% |
| Two Sigma Investments, LP | 1,809 | $365.4K | 0.00% |
| Engineers Gate Manager LP | 1,769 | $357.3K | 0.01% |
| XTX Topco Ltd | 1,556 | $314.3K | 0.05% |
| DekaBank Deutsche Girozentrale | 1,409 | $285.0K | 0.00% |
| Centiva Capital, LP | 1,073 | $216.7K | 0.01% |
| Parallel Advisors, LLC | 52 | $10.5K | 0.00% |
| LGT Financial Advisors LLC | 41 | $8.28K | 0.01% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $7.88K | 0.00% |
| Fortis Group Advisors, LLC | 6 | $1.01K | 0.00% |
| Steward Financial Group LLC | 4 | $0 | 0.00% |
Sold out (15)
Institutions that held Virtus Investment Partners, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Vident Investment Advisory, LLC | 13,319 | $2.63M |
| Epoch Investment Partners, Inc. | 8,971 | $1.77M |
| Jane Street Group, LLC | 4,353 | $859.6K |
| Healthcare of Ontario Pension Plan Trust Fund | 4,128 | $815.2K |
| Virtu Financial LLC | 3,416 | $674.0K |
| Exchange Traded Concepts, LLC | 3,284 | $648.5K |
| Y-Intercept (Hong Kong) Ltd | 1,977 | $390.4K |
| Holocene Advisors, LP | 1,911 | $377.4K |
| Dynamic Technology Lab Private Ltd | 1,854 | $366.0K |
| Occudo Quantitative Strategies LP | 1,526 | $301.3K |
| Jump Financial, LLC | 1,403 | $277.1K |
| LPL Financial LLC | 1,367 | $270.0K |
| Harbor Capital Advisors, Inc. | 211 | $41.7K |
| Sofos Investments, Inc. | 197 | $610 |
| Disciplined Investments, LLC | 2 | $395 |
Not filed for Q3 2023 yet (1)
Institutions that held Virtus Investment Partners, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 14,736 | $2.91M |