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Virtus Investment Advisers, Inc.

CIK:0000019481
Asset Manager
$171B AUM
439 holdings
Hartford, CT, United States
Founded:1988
800 employees
virtus.com
Latest filing:Jun 30, 2025

Virtus Investment Advisers, Inc. is an indirect, wholly owned subsidiary of Virtus Investment Partners, Inc., headquartered in Hartford, Connecticut. The firm operates as a registered investment adviser within Virtus's multi-boutique structure, managing a wide array of investment products for institutional and individual clients globally, including mutual funds, ETFs, and separate accounts. Virtus was originally founded in 1988, and across all affiliates, has approximately 500-1000 employees, serving a diverse clientele of individuals, institutions, and intermediaries.

Investment Strategy

Virtus Investment Advisers employs a multi-boutique model, leveraging the expertise and independence of a range of investment managers while providing centralized distribution and support. Their approach spans domestic and international equities, fixed income, multi-asset, and alternative strategies, managed through styles including fundamental, quantitative, and thematic. The firm aims to deliver differentiated, high-quality investment solutions, addressing a wide range of client preferences and market environments. Virtus emphasizes consistent performance, risk management, and growth through new products, expanded capabilities, and addition of new managers.

Latest 13F Filing Activity

Virtus Investment Advisers, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 435 equity positions with a total 13F market value of $296M. The fund increased holdings in Constellation Energy Corp., Doordash Inc., Veeva SYS Inc. among other positions. Virtus Investment Advisers, Inc. reduced exposure to Virtus Etf TR II, Virtus Etf TR II, Virtus Etf TR II among others.

Top Buys
C
CEGCONSTELLATION ENERGY CORP
+$2.0M
D
DASHDOORDASH INC
+$1.8M
V
VEEVVEEVA SYS INC
+$1.8M
C
CSCOCISCO SYS INC
+$1.7M
S
STTSTATE STR CORP
+$1.7M
Top Sells
V
VABSVIRTUS ETF TR II
-$32.2M
V
VSHYVIRTUS ETF TR II
-$24.6M
S
SEIXVIRTUS ETF TR II
-$19.0M
S
SMCSUMMIT MIDSTREAM CORPORATION
-$3.7M
J
JNKSPDR SER TR
-$2.1M

Top Holdings

O
ORCLORACLE CORP
+0.7%$2.2M
O
OCCIOFS CREDIT COMPANY INC
+0.7%$2.2M
V
VSTVISTRA CORP
+0.7%$2.1M
R
RCLROYAL CARIBBEAN GROUP
+0.7%$2.0M
I
INCYINCYTE CORP
+0.7%$2.0M

Equity Positions (435)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
O
ORCL
ORACLE CORP0.74%$2.2M10,006$152.79$218.63+$976.2K
O
OCCI
OFS CREDIT COMPANY INC0.74%$2.2M350,238$6.12$6.23-$223.2K
V
VST
VISTRA CORP0.72%$2.1M10,943$121.27$193.81+$1.0M
R
RCL
ROYAL CARIBBEAN GROUP0.69%$2.0M6,539$224.91$313.14+$947.1K
I
INCY
INCYTE CORP0.69%$2.0M29,844$61.90$68.10+$549.2K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+8.5%
FIRE, MARINE & CASUALTY INSURANCE
+5.4%
SERVICES-PREPACKAGED SOFTWARE
+4.9%
STATE COMMERCIAL BANKS
+3.9%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+3.7%

Investment Team (9)

NameRoleLocationLinkedIn
B
Brian Brennan		Multi-Asset TraderNew York, NY , United States
Kunal Ghosh
Kunal Ghosh		Chief Investment OfficerSan Diego, CA , United States
Max Horn
Max Horn		Head of Risk and Performance, Co-head Quantitative ResearchNew York, NY , United States
Shreekar Viswanatha
Shreekar Viswanatha		AnalystMansfield, CT , United States
Tim Heaney
Tim Heaney		Sr. Portfolio ManagerHartford, CT , United States
A
Adriana Todaro		Multi-Asset TraderNew York, NY , United States
Jie Wei
Jie Wei		Senior Portfolio ManagerSan Diego, CA , United States
Nikolas Oikonomou
Nikolas Oikonomou		Quantitative Researcher – University of Chicago Project LabChicago, IL , United States
T
Thierry le Jouan		Senior AnalystNew York, NY , United States