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Virtus Investment Partners
VRTS

Overview Fund Activity

178 hedge funds and large institutions have $1.1B invested in Virtus Investment Partners in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
53
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SSA
1
Schonfeld Strategic Advisors
New York
$28M
2
ZP
2
Zimmer Partners
New York
$16.7M
3
BCM
3
Basswood Capital Management
New York
$6.76M
4
BlackRock
4
BlackRock
New York
$229M
5
State Street
5
State Street
Massachusetts
$53M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$42.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
ECM
3
ExodusPoint Capital Management
New York
$0
4
NM
4
Newtyn Management
New York
$0
5
WCM Investment Management
5
WCM Investment Management
California
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$229M 1,193,804 +29,093 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M 896,637 +15,184 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$83M 433,382 -948 -0.2%
State Street
4
State Street
Massachusetts
$53M 276,831 +24,360 +10%
VVP
5
Vulcan Value Partners
Alabama
$42.6M 222,436 -124,898 -36%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$33.4M 174,575 +10,559 +6%
Brown Advisory
7
Brown Advisory
Maryland
$28.5M 148,898 -5,400 -3%
SSA
8
Schonfeld Strategic Advisors
New York
$28M 146,100 +68,002 +87%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.2M 131,868 +4,402 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.2M 131,401 -209 -0.2%
WCM Investment Management
11
WCM Investment Management
California
$21.8M 113,801 -16,099 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21M 109,882 +21,474 +24%
Northern Trust
13
Northern Trust
Illinois
$19.2M 100,117 -3,606 -3%
Victory Capital Management
14
Victory Capital Management
Texas
$17.6M 92,029 +13,178 +17%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$17.1M 89,082 -4,591 -5%
ZP
16
Zimmer Partners
New York
$16.7M 87,480 +39,980 +84%
Charles Schwab
17
Charles Schwab
California
$16M 83,471 +3,182 +4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$14M 73,311 +16,282 +29%
Norges Bank
19
Norges Bank
Norway
$12.8M 67,005 -800 -1%
Morgan Stanley
20
Morgan Stanley
New York
$12.3M 64,380 -531 -0.8%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$12M 62,733 +4,387 +8%
Amundi
22
Amundi
France
$11.1M 51,942 +5,400 +12%
Bank of America
23
Bank of America
North Carolina
$10.4M 54,408 +1,722 +3%
LOAMS
24
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.57M 50,000 – –
AC
25
AWH Capital
Texas
$8.52M 44,490 – –
1
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