Virtus Investment Partners, Inc.: which funds bought and sold

Institutions that bought and sold Virtus Investment Partners shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 123 institutions that filed 13F reports for both quarters added to or opened positions in Virtus Investment Partners, and 89 cut or closed them. Together they added a net 313K shares, +5.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 112K shares (+7.8%); index fund managers were net buyers of 61K shares (+2.2%). 30 opened a new position and 31 sold out entirely.

Bought, Q2 2026 123 institutions, 30 of them new holders Sold, Q2 2026 89 institutions, 31 of them sold out

Net change, all compared +313K shares (+5.5%)

Net change, active managers +112K shares (+7.8%), 18 bought, 14 sold

Buyers versus sellers

institutions compared, 261

123 bought 49 89 sold

Active managers and hedge funds 18 bought · 14 sold · +112K

Index fund managers 7 bought · 3 sold · +61K

Other institutions 98 bought · 72 sold · +141K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+154K +116.7%	287K	$41.1M
Blackrock, Inc. Index funds	+57K +5.7%	1.1M	$152M
Jpmorgan Chase & Co	+50K +54.5%	143K	$20.6M
Bessemer Group Inc	+43K +45077.9%	43K	$6.2M
Nuveen, LLC	+40K +114.5%	76K	$10.9M
Victory Capital Management Inc Active manager	+35K +11.0%	353K	$50.6M
Awh Capital, L.P.	+25K +100.0%	49K	$7.1M
FMR LLC Active manager	+24K +171.1%	38K	$5.5M
Glenmede Trust Co Na	+22K +39.7%	78K	$11.2M
Two Sigma Investments, LP Hedge fund	+21K +24.7%	108K	$15.5M
Charles Schwab Investment Management Inc Index funds	+21K +7.9%	279K	$40.1M
Exoduspoint Capital Management, LP Hedge fund	+13K New position	13K	$1.8M
Xtx Topco Ltd	+11K +217.7%	16K	$2.2M
Dimensional Fund Advisors LP	+11K +3.5%	316K	$45.3M
Susquehanna Fundamental Investments, LLC	+10K +257.0%	14K	$2M
Creative Planning	+9,743 +57.7%	27K	$3.8M
State Street Corp Index funds	+9,580 +2.2%	448K	$64.3M
Mariner, LLC	+9,529 +204.8%	14K	$2M
Ieq Capital, LLC	+9,495 +72.0%	23K	$3.3M
UBS Group AG	+9,430 +205.0%	14K	$2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+154K +116.7%	287K	$41.1M
Victory Capital Management Inc Active manager	+35K +11.0%	353K	$50.6M
FMR LLC Active manager	+24K +171.1%	38K	$5.5M
Two Sigma Investments, LP Hedge fund	+21K +24.7%	108K	$15.5M
Exoduspoint Capital Management, LP Hedge fund	+13K New position	13K	$1.8M
American Century Companies Inc Active manager	+6,550 +3.5%	195K	$28M
Brown Advisory Inc Active manager	+5,548 +5.3%	109K	$15.7M
Royce & Associates LP Active manager	+4,624 +89.9%	9,768	$1.4M
Balyasny Asset Management L.P. Hedge fund	+3,260 +134.5%	5,683	$815,511
Caxton Associates LLP Hedge fund	+2,809 New position	2,809	$403,092

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Gator Capital Management, LLC	−59K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−35K −7.2%	450K	$64.6M
Goldman Sachs Group Inc	−34K −48.3%	36K	$5.2M
Zimmer Partners, LP Hedge fund	−33K −39.7%	51K	$7.3M
Squarepoint Ops LLC Hedge fund	−28K −85.6%	4,690	$673,015
Man Group PLC Hedge fund	−21K Sold out	0	—
Citadel Advisors LLC Hedge fund	−18K −42.7%	24K	$3.4M
Arrowstreet Capital, Limited Partnership Hedge fund	−17K −59.3%	12K	$1.7M
Qube Research & Technologies Ltd Hedge fund	−16K Sold out	0	—
Sei Investments Co	−14K −43.8%	17K	$2.5M
Millennium Management LLC Hedge fund	−13K −21.7%	46K	$6.6M
Tudor Investment Corp Et Al Hedge fund	−12K Sold out	0	—
State Of Tennessee, Department Of Treasury	−9,240 −85.6%	1,556	$223,286
Jane Street Group, LLC	−7,675 Sold out	0	—
Prudential Financial Inc	−7,255 −15.3%	40K	$5.8M
Morgan Stanley	−7,014 −7.3%	89K	$12.8M
Varcov Co.	−5,806 Sold out	0	—
Vanguard Capital Management LLC Index funds	−5,698 −2.0%	280K	$40.2M
First Trust Advisors LP	−5,179 −9.8%	48K	$6.9M
Vident Advisory, LLC	−4,970 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Zimmer Partners, LP Hedge fund	−33K −39.7%	51K	$7.3M
Squarepoint Ops LLC Hedge fund	−28K −85.6%	4,690	$673,015
Man Group PLC Hedge fund	−21K Sold out	0	—
Citadel Advisors LLC Hedge fund	−18K −42.7%	24K	$3.4M
Arrowstreet Capital, Limited Partnership Hedge fund	−17K −59.3%	12K	$1.7M
Qube Research & Technologies Ltd Hedge fund	−16K Sold out	0	—
Millennium Management LLC Hedge fund	−13K −21.7%	46K	$6.6M
Tudor Investment Corp Et Al Hedge fund	−12K Sold out	0	—
Centerbook Partners LP Hedge fund	−3,955 Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−2,735 −59.5%	1,859	$266,767

New positions

largest by value

Institution	Shares	Value June 30, 2026
Exoduspoint Capital Management, LPHedge fund	13K	$1.8M
Lido Advisors, LLC	4,412	$633,122
Allstate Corp	4,304	$617,624
Entropy Technologies, LP	3,724	$534,394
Caxton Associates LLPHedge fund	2,809	$403,092
Inceptionr LLC	2,502	$359,037
Focus Partners Wealth	2,328	$334,158
Merit Financial Group, LLC	2,121	$304,413
Brighton Jones LLC	2,064	$296,184
Corient Private Wealth LP	1,510	$216,686

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Gator Capital Management, LLC	59K	$8M
Man Group PLCHedge fund	21K	$2.9M
Qube Research & Technologies LtdHedge fund	16K	$2.1M
Tudor Investment Corp Et AlHedge fund	12K	$1.7M
Jane Street Group, LLC	7,675	$1M
Varcov Co.	5,806	$780,036
Vident Advisory, LLC	4,970	$667,719
Centerbook Partners LPHedge fund	3,955	$531,354
Virginia Retirement Systems Et Al	3,800	$510,530
Polymer Capital Management (US) LLC	2,982	$400,632

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 232
Ten largest holders: 63.8%
Index fund managers: 47.1%
Active managers and hedge funds: 25.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	18	14	3	5	+112K	+7.8%
Index fund managers	7	3	1	0	+61K	+2.2%
Other institutions	98	72	26	26	+141K	+9.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Virtus Investment Partners.

Only managers that filed a holdings report for both quarters are compared (261 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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