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Virtus Investment Partners
VRTS

Overview Fund Activity

194 hedge funds and large institutions have $1.77B invested in Virtus Investment Partners in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 13 closing their positions.

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
31
Increased
59
Reduced
64
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.6M
2
BCM
2
Basswood Capital Management
New York
$24M
3
SCP
3
Steamboat Capital Partners
New York
$19.4M
4
HAM
4
Hillcrest Asset Management
Texas
$11.9M
5
ECM
5
ExodusPoint Capital Management
New York
$12M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$15M
2
BlackRock
2
BlackRock
New York
$339M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82M
4
Millennium Management
4
Millennium Management
New York
$35.6M
5
NM
5
Newtyn Management
New York
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$339M 1,220,892 -55,249 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M 822,487 +26,536 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$147M 530,176 +5,338 +1%
Bank of America
4
Bank of America
North Carolina
$88.6M 318,906 +89,161 +39%
VVP
5
Vulcan Value Partners
Alabama
$82.1M 295,579 +16,939 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82M 295,331 -47,165 -14%
State Street
7
State Street
Massachusetts
$68.1M 245,038 +13,952 +6%
Brown Advisory
8
Brown Advisory
Maryland
$42.9M 154,329 -2,697 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$36.2M 130,197 +73 +0.1%
Millennium Management
10
Millennium Management
New York
$35.6M 128,283 -37,275 -23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$35.2M 126,769 +2,799 +2%
WCM Investment Management
12
WCM Investment Management
California
$33.7M 121,268 +7,629 +7%
Northern Trust
13
Northern Trust
Illinois
$31M 111,708 +3,354 +3%
Goldman Sachs
14
Goldman Sachs
New York
$26.8M 96,359 +29,887 +45%
Norges Bank
15
Norges Bank
Norway
$25M 89,958 +7,564 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$24.6M 88,468 -15,157 -15%
BCM
17
Basswood Capital Management
New York
$24M 86,460 +86,460 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$20.1M 72,227 -14,763 -17%
Charles Schwab
19
Charles Schwab
California
$19.8M 71,128 +33 +0%
SCP
20
Steamboat Capital Partners
New York
$19.4M 69,780 +69,780 New
Principal Financial Group
21
Principal Financial Group
Iowa
$17.6M 63,409 +5,127 +9%
SSA
22
Schonfeld Strategic Advisors
New York
$15M 53,845 -118,814 -69%
EIP
23
Epoch Investment Partners
New York
$14.3M 51,401 +4,278 +9%
AC
24
AWH Capital
Texas
$12.7M 45,675 – –
Morgan Stanley
25
Morgan Stanley
New York
$12.4M 44,519 +2,368 +6%
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