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.

Q4 2023 vs. Q3 2023

How the institutions holding Virtus Investment Partners, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of VRTS: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	176	2	188	+14
Shares	5.92M	9.90K	5.76M	−148.9K (−2.5%)
Value	$1.18B	$2.00M	$1.39B	+$211.4M (+17.9%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Virtus Investment Partners, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to VRTS in Q4 2023
Institution	Shares	Value	% of portfolio
Quest Partners LLC	5,435	$1.31M	0.28%
Castlekeep Investment Advisors LLC	4,743	$1.15M	0.81%
Citadel Advisors LLC	4,034	$975.3K	0.00%
Jane Street Group, LLC	3,550	$858.2K	0.00%
Cubist Systematic Strategies, LLC	3,308	$799.7K	0.01%
Jefferies Financial Group Inc.	2,000	$483.5K	0.01%
Arrowstreet Capital, Limited Partnership	1,980	$479.0K	0.00%
Creative Planning	1,941	$469.4K	0.00%
Brevan Howard Capital Management LP	1,546	$373.8K	0.04%
HSBC Holdings PLC	1,221	$295.5K	0.00%
Quantbot Technologies LP	1,061	$256.5K	0.01%
QRG Capital Management, Inc.	1,034	$250.0K	0.00%
Guggenheim Capital LLC	1,007	$243.5K	0.00%
Toroso Investments, LLC	958	$231.6K	0.01%
Everence Capital Management Inc	920	$222.0K	0.02%
TD Asset Management Inc	900	$217.6K	0.00%
LPL Financial LLC	869	$210.0K	0.00%
GWM Advisors LLC	46	$11.1K	0.00%
Promethos Capital, LLC	43	$10.4K	0.01%
EntryPoint Capital, LLC	43	$10.4K	0.01%
Private Wealth Management Group, LLC	18	$4.35K	0.00%
NBT Bank N A	12	$2.90K	0.00%
Northwest Financial Advisors	11	$2.66K	0.00%
Principal Securities, Inc.	8	$1.93K	0.00%
Fairman Group, LLC	6	$1.45K	0.00%
Arlington Trust Co LLC	5	$1.21K	0.00%
GAMMA Investing LLC	4	$944	0.00%

Sold out (13)

Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of VRTS in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Verition Fund Management LLC	29,975	$6.05M
ORG Partners LLC	94,146	$991.4K
Balyasny Asset Management LLC	4,443	$897.4K
Schroder Investment Management Group	2,470	$494.0K
State of Wisconsin Investment Board	2,393	$483.4K
Engineers Gate Manager LP	1,769	$357.3K
XTX Topco Ltd	1,556	$314.3K
Eqis Capital Management, Inc.	1,081	$218.3K
Centiva Capital, LP	1,073	$216.7K
Bokf, NA	1,157	$213.2K
Bessemer Group Inc	12	$2.00K
Concord Wealth Partners	6	$1.21K
Proequities, Inc.	2	$403

Not filed for Q4 2023 yet (2)

Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VRTS in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Virginia Retirement Systems Et Al	9,900	$2.00M
Steward Financial Group LLC	4	$0