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Virtus Investment Partners
VRTS

Overview Fund Activity

172 hedge funds and large institutions have $1.15B invested in Virtus Investment Partners in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 29 closing their positions.

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
62
Reduced
56
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$11.5M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$4.77M
3
Victory Capital Management
3
Victory Capital Management
Texas
$22.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$31.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.6M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$17.7M
3
Man Group
3
Man Group
United Kingdom
$9.81M
4
Bank of America
4
Bank of America
North Carolina
$5.23M
5
Truist Financial
5
Truist Financial
North Carolina
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$226M 1,187,166 -6,638 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M 910,984 +14,347 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$83.1M 436,593 +3,211 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.6M 286,767 +20,110 +8%
State Street
5
State Street
Massachusetts
$54.1M 284,333 +7,502 +3%
VVP
6
Vulcan Value Partners
Alabama
$43.4M 227,701 +5,265 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$34.9M 183,117 +8,542 +5%
SSA
8
Schonfeld Strategic Advisors
New York
$31.9M 167,304 +21,204 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.4M 138,420 +6,552 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23.2M 122,033 -9,368 -7%
Victory Capital Management
11
Victory Capital Management
Texas
$22.2M 116,783 +24,754 +27%
WCM Investment Management
12
WCM Investment Management
California
$21.4M 112,363 -1,438 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$20.3M 106,851 -3,031 -3%
Northern Trust
14
Northern Trust
Illinois
$19.3M 101,235 +1,118 +1%
Brown Advisory
15
Brown Advisory
Maryland
$17.7M 93,136 -55,762 -37%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$17.2M 90,263 +1,181 +1%
Charles Schwab
17
Charles Schwab
California
$16.3M 85,526 +2,055 +2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$13.4M 70,159 -3,152 -4%
Norges Bank
19
Norges Bank
Norway
$11.8M 62,201 -4,804 -7%
Morgan Stanley
20
Morgan Stanley
New York
$11.8M 61,753 -2,627 -4%
BCM
21
Basswood Capital Management
New York
$11.5M 60,381 +25,070 +71%
Amundi
22
Amundi
France
$11.5M 63,735 +11,793 +23%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$11.2M 58,968 -3,765 -6%
Man Group
24
Man Group
United Kingdom
– – -36,041 Closed
American Century Companies
25
American Century Companies
Missouri
$9.8M 54,515 +12,785 +31%
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