Current Value of Holding

$3.66M

Shares

28.4k

% of Portfolio

0.00%

Average Buy Price

$185

Avg closing price
Price range

35 Jim Simons Virtus Investment Partners Trades

Jim Simons acquired 28.4k Virtus Investment Partners shares worth $3.66M. That's 0.00% of their equity portfolio (1530th largest holding). The first Virtus Investment Partners trade was made in Q2 2013. Since then Jim Simons bought shares sixteen more times and sold shares on eighteen occasions. The investor's estimated purchase price is $5.26M, resulting in a loss of 30%.

Avg closing price
Price range
Increased shares by 4.4% (+1.2k shares) Q2 2026
Avg closing price $140.95
Price range $127.21 - $148.85
Increased shares by 73.1% (+11.5k shares) Q1 2026
Avg closing price $153.75
Price range $125.42 - $175.63
Increased shares by 521.9% (+13.2k shares) Q4 2025
Avg closing price $168.85
Price range $155.25 - $193.76
Sold 65.0% shares (-4.7k shares) Q3 2025
Avg closing price $196.85
Price range $187.14 - $213.98
Sold 38.4% shares (-4.5k shares) Q2 2025
Avg closing price $166.22
Price range $143.20 - $185.33
Increased shares by 720.8% (+10.3k shares) Q1 2025
Avg closing price $191.57
Price range $167.94 - $220.10
Sold 70.2% shares (-3.37k shares) Q4 2024
Avg closing price $227.78
Price range $203.34 - $250.89
Sold 52.1% shares (-5.23k shares) Q3 2024
Avg closing price $214.31
Price range $192.39 - $245.79
Sold 7.4% shares (-800 shares) Q2 2024
Avg closing price $227.52
Price range $212.63 - $244.51
New holding (+10.8k shares) Q1 2024
Avg closing price $236.93
Price range $227.18 - $250.52
Sold -12.3k shares Q1 2023
Avg closing price $202.23
Price range $168.25 - $245.00
Sold 23.6% shares (-3.8k shares) Q4 2022
Avg closing price $178.84
Price range $147.75 - $202.23
Increased shares by 5.9% (+900 shares) Q3 2022
Avg closing price $191.80
Price range $159.52 - $220.97
Increased shares by 165.8% (+9.5k shares) Q2 2022
Avg closing price $188.79
Price range $165.43 - $239.73
New holding (+5.73k shares) Q1 2022
Avg closing price $252.44
Price range $206.05 - $296.50
Sold -17.2k shares Q4 2021
Avg closing price $310.54
Price range $278.82 - $333.46
New holding (+17.2k shares) Q3 2021
Avg closing price $296.89
Price range $250.50 - $325.36
Sold -7.33k shares Q1 2021
Avg closing price $240.60
Price range $203.92 - $263.77
New holding (+7.33k shares) Q4 2020
Avg closing price $181.65
Price range $138.30 - $217.00
Sold -4k shares Q2 2020
Avg closing price $93.61
Price range $65.05 - $117.01

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