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.

Q3 2024 vs. Q2 2024

How the institutions holding Virtus Investment Partners, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of VRTS: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	224	1	228	+5
Shares	5.76M	1.06M	5.64M	+934.3K (+19.9%)
Value	$1.30B	$238.6M	$1.18B	+$122.8M (+11.6%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to VRTS in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	1,059,208	$221.9M	0.00%
HRT Financial LP	13,959	$2.92M	0.01%
Edgestream Partners, L.P.	5,428	$1.14M	0.05%
Tudor Investment Corp Et Al	5,064	$1.06M	0.01%
Dark Forest Capital Management LP	3,024	$633.4K	0.08%
Point72 Asset Management, L.P.	2,300	$481.7K	0.00%
City Center Advisors, LLC	1,509	$316.1K	0.35%
Magnetar Financial LLC	1,237	$259.1K	0.01%
Occudo Quantitative Strategies LP	1,118	$234.2K	0.04%
MQS Management LLC	1,086	$227.5K	0.13%
Cerity Partners LLC	1,021	$213.8K	0.00%
Shell Asset Management Co	839	$176.0K	0.01%
Headlands Technologies LLC	277	$58.0K	0.01%
nVerses Capital, LLC	200	$41.9K	0.02%
Asset Management One Co.,Ltd.	114	$23.9K	0.00%
Harbor Capital Advisors, Inc.	56	$12.0K	0.00%
Eastern Bank	16	$3.35K	0.00%
Capital Performance Advisors LLP	11	$2.30K	0.00%
Northwest Financial Advisors	11	$2.30K	0.00%
Sterling Capital Management LLC	10	$2.10K	0.00%
True Wealth Design, LLC	9	$1.89K	0.00%
Mendota Financial Group, LLC	1	$210	0.00%
Bruce G. Allen Investments, LLC	1	$209	0.00%
Hemington Wealth Management	1	$0	0.00%

Sold out (19)

Institutions that held Virtus Investment Partners, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of VRTS in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
SG Americas Securities, LLC	11,306	$2.55M
Empowered Funds, LLC	6,427	$1.45M
Chase Investment Counsel Corp	4,800	$1.08M
Bank of Montreal	4,165	$958.9K
Bridgewater Associates, LP	3,239	$731.5K
Bailard, Inc.	3,100	$700.1K
UniSuper Management Pty Ltd	2,084	$470.7K
Versor Investments LP	1,900	$429.1K
State of Wisconsin Investment Board	1,237	$279.4K
Connor, Clark & Lunn Investment Management Ltd.	1,212	$273.7K
Savant Capital, LLC	1,033	$233.3K
Everence Capital Management Inc	920	$202.0K
ORG Partners LLC	18,115	$197.8K
Picton Mahoney Asset Management	727	$164.0K
Federated Hermes, Inc.	144	$32.5K
Field & Main Bank	111	$25.1K
Hillsdale Investment Management Inc.	25	$5.65K
First Horizon Advisors, Inc.	10	$2.26K
J.Safra Asset Management Corp	5	$1.13K

Not filed for Q3 2024 yet (1)

Institutions that held Virtus Investment Partners, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VRTS in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	1,056,654	$238.6M