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Virtus Investment Partners
VRTS

Overview Fund Activity

200 hedge funds and large institutions have $1.89B invested in Virtus Investment Partners in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
52
Reduced
75
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$39M
2
LOAMS
2
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.9M
3
VVP
3
Vulcan Value Partners
Alabama
$101M
4
SSA
4
Schonfeld Strategic Advisors
New York
$11.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$7.19M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
CAM
3
ClariVest Asset Management
California
$1.04M
4
BlackRock
4
BlackRock
New York
$345M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$345M 1,161,398 -19,337 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M 847,963 +12,188 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$155M 521,950 -2,717 -0.5%
VVP
4
Vulcan Value Partners
Alabama
$101M 338,969 +38,640 +13%
Bank of America
5
Bank of America
North Carolina
$85.7M 288,606 -12,151 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$78.3M 263,618 -15,228 -5%
State Street
7
State Street
Massachusetts
$76.6M 257,848 +7,803 +3%
Brown Advisory
8
Brown Advisory
Maryland
$45.8M 154,186 +122 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$41.3M 138,970 +3,634 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$39M 131,288 +87,236 +198%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$38.3M 128,998 +2,500 +2%
WCM Investment Management
12
WCM Investment Management
California
$37M 124,615 -527 -0.4%
Northern Trust
13
Northern Trust
Illinois
$32.4M 109,057 -852 -0.8%
SCP
14
Steamboat Capital Partners
New York
$28.1M 94,456 -9,808 -9%
BCM
15
Basswood Capital Management
New York
$27.6M 92,779 -12,665 -12%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$27.2M 91,413 -12,054 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$25M 84,210 +11,256 +15%
Goldman Sachs
18
Goldman Sachs
New York
$24.7M 83,163 -15,390 -16%
Morgan Stanley
19
Morgan Stanley
New York
$24.2M 81,549 +22,749 +39%
Charles Schwab
20
Charles Schwab
California
$21.9M 73,662 -245 -0.3%
Norges Bank
21
Norges Bank
Norway
$20.1M 67,664 -1,810 -3%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.7M 59,641 -3,869 -6%
EIP
23
Epoch Investment Partners
New York
$16.8M 56,556 +4,153 +8%
AC
24
AWH Capital
Texas
$12.1M 40,740 – –
LOAMS
25
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.9M 40,000 +40,000 New
1
2 3 4 5