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Virtus Investment Partners
VRTS

Overview Fund Activity

177 hedge funds and large institutions have $1.48B invested in Virtus Investment Partners in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 30 closing their positions.

Holders
177
Holders Change
-5
Holders Change %
-2.75%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
52
Reduced
66
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$301M
2
Bank of America
2
Bank of America
North Carolina
$54.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.7M
4
SSA
4
Schonfeld Strategic Advisors
New York
$40.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.3M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$37M
2
WCM Investment Management
2
WCM Investment Management
California
$26.8M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$80.7M
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.33M
5
Northern Trust
5
Northern Trust
Illinois
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$301M 1,276,141 +61,750 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M 795,951 +30,131 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$124M 524,838 -11,011 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80.7M 342,496 -61,086 -15%
VVP
5
Vulcan Value Partners
Alabama
$65.6M 278,640 -16,961 -6%
State Street
6
State Street
Massachusetts
$54.4M 231,086 -3,706 -2%
Bank of America
7
Bank of America
North Carolina
$54.1M 229,745 +39,166 +21%
SSA
8
Schonfeld Strategic Advisors
New York
$40.7M 172,659 +35,298 +26%
Millennium Management
9
Millennium Management
New York
$39M 165,558 +31,536 +24%
Brown Advisory
10
Brown Advisory
Maryland
$37M 157,026 -84,398 -35%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30.6M 130,124 -9,734 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.2M 123,970 +10,909 +10%
WCM Investment Management
13
WCM Investment Management
California
$26.8M 113,639 -64,925 -36%
Northern Trust
14
Northern Trust
Illinois
$25.5M 108,354 -18,561 -15%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$24.4M 103,625 +14,107 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.5M 86,990 +6,545 +8%
Norges Bank
17
Norges Bank
Norway
$19.4M 82,394 -11,936 -13%
Charles Schwab
18
Charles Schwab
California
$16.7M 71,095 -72 -0.1%
Goldman Sachs
19
Goldman Sachs
New York
$15.7M 66,472 +37,917 +133%
Principal Financial Group
20
Principal Financial Group
Iowa
$13.7M 58,282 +468 +0.8%
NM
21
Newtyn Management
New York
$11.8M 50,000 – –
EIP
22
Epoch Investment Partners
New York
$11.1M 47,123 +5,885 +14%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$10.9M 46,263 -524 -1%
AC
24
AWH Capital
Texas
$10.8M 45,675 -12,775 -22%
CAM
25
ClariVest Asset Management
California
$10.7M 45,337 -800 -2%
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