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Virtus Investment Partners
VRTS

Overview Fund Activity

149 hedge funds and large institutions have $876M invested in Virtus Investment Partners in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
25
Increased
39
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$6.23M
2
PE
2
Point72 Europe
United Kingdom
$5.01M
3
WCM Investment Management
3
WCM Investment Management
California
$25.6M
4
SSA
4
Schonfeld Strategic Advisors
New York
$15.6M
5
EIP
5
Epoch Investment Partners
New York
$2.19M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$49.9M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$105M
4
Brown Advisory
4
Brown Advisory
Maryland
$37M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$163M 1,176,424 -50,953 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M 759,753 -41,681 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$74.2M 535,153 -1,593 -0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62.6M 451,249 -24,861 -5%
VVP
5
Vulcan Value Partners
Alabama
$49.9M 360,038 -63,915 -15%
Brown Advisory
6
Brown Advisory
Maryland
$37M 267,213 -26,584 -9%
State Street
7
State Street
Massachusetts
$33.6M 242,062 -39 -0%
WCM Investment Management
8
WCM Investment Management
California
$25.6M 184,838 +34,082 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.8M 142,779 -1,137 -0.8%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$19.1M 138,100 -6,200 -4%
Bank of America
11
Bank of America
North Carolina
$18.7M 134,709 +7,118 +6%
Northern Trust
12
Northern Trust
Illinois
$17.6M 127,279 +3,305 +3%
SSA
13
Schonfeld Strategic Advisors
New York
$15.6M 112,410 +25,096 +29%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15M 108,022 -1,249 -1%
NM
15
Newtyn Management
New York
$14.8M 106,500 -4,000 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.8M 92,435 -5,176 -5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$12.5M 91,397 +7,862 +9%
Norges Bank
18
Norges Bank
Norway
$12M 86,445 – –
Charles Schwab
19
Charles Schwab
California
$10.6M 76,673 -3,741 -5%
Principal Financial Group
20
Principal Financial Group
Iowa
$9.01M 64,968 +3,747 +6%
CAM
21
ClariVest Asset Management
California
$8.99M 64,847 -12,150 -16%
AC
22
AWH Capital
Texas
$8.1M 58,450 – –
Prudential Financial
23
Prudential Financial
New Jersey
$6.63M 47,834 -14,764 -24%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$6.41M 46,253 -7,277 -14%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$6.23M 44,915 +44,915 New
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