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Virtus Investment Partners
VRTS

Overview Fund Activity

187 hedge funds and large institutions have $1.5B invested in Virtus Investment Partners in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 33 closing their positions.

Holders
187
Holders Change
-13
Holders Change %
-6.5%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
80
Reduced
50
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$215M
2
Millennium Management
2
Millennium Management
New York
$19.2M
3
SCP
3
Steamboat Capital Partners
New York
$32.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$10.2M
5
FC
5
Full18 Capital
Connecticut
$11.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$41.7M
2
BCM
2
Basswood Capital Management
New York
$4.71M
3
EIP
3
Epoch Investment Partners
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$8.41M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$285M 1,188,513 +27,115 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M 896,632 +48,669 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$127M 528,995 +7,045 +1%
VVP
4
Vulcan Value Partners
Alabama
$88.4M 368,251 +29,282 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$63.4M 264,001 +383 +0.1%
State Street
6
State Street
Massachusetts
$60.8M 253,402 -4,446 -2%
Bank of America
7
Bank of America
North Carolina
$41.7M 173,903 -114,703 -40%
Brown Advisory
8
Brown Advisory
Maryland
$38.9M 162,126 +7,940 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$34.3M 142,713 +11,425 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.6M 139,804 +834 +0.6%
SCP
11
Steamboat Capital Partners
New York
$32.6M 135,975 +41,519 +44%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$31.2M 130,109 +1,111 +0.9%
WCM Investment Management
13
WCM Investment Management
California
$31M 129,037 +4,422 +4%
Northern Trust
14
Northern Trust
Illinois
$25.7M 106,932 -2,125 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20.7M 86,264 +2,054 +2%
Millennium Management
16
Millennium Management
New York
$19.2M 80,042 +42,400 +113%
Charles Schwab
17
Charles Schwab
California
$18.2M 75,996 +2,334 +3%
Norges Bank
18
Norges Bank
Norway
$15.7M 65,604 -2,060 -3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$14.3M 59,683 -31,730 -35%
ECM
20
ExodusPoint Capital Management
New York
$14.2M 59,034 +21,169 +56%
Principal Financial Group
21
Principal Financial Group
Iowa
$13.4M 55,828 -3,813 -6%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$12.8M 53,191 +14,607 +38%
Morgan Stanley
23
Morgan Stanley
New York
$12.5M 51,902 -29,647 -36%
LOAMS
24
Lombard Odier Asset Management (Switzerland)
Switzerland
$12M 50,000 +10,000 +25%
FC
25
Full18 Capital
Connecticut
$11.8M 47,686 +32,360 +211%
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