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Virtus Investment Partners
VRTS

Overview Fund Activity

174 hedge funds and large institutions have $1.18B invested in Virtus Investment Partners in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
59
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$14.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.1M
3
BCM
3
Basswood Capital Management
New York
$2.89M
4
State Street
4
State Street
Massachusetts
$60.3M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$10.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.1M
2
SSA
2
Schonfeld Strategic Advisors
New York
$19.1M
3
Man Group
3
Man Group
United Kingdom
$6.18M
4
BlackRock
4
BlackRock
New York
$218M
5
VIA
5
Vident Investment Advisory
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$218M 1,078,638 -27,334 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M 915,471 +2,273 +0.2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$88.7M 439,299 -1,090 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.6M 319,620 +12,362 +4%
State Street
5
State Street
Massachusetts
$60.3M 298,306 +13,758 +5%
VVP
6
Vulcan Value Partners
Alabama
$43.2M 213,940 -8,075 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$42.1M 208,629 -81,426 -28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$29.8M 147,545 +5,427 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25.4M 125,773 +8,936 +8%
WCM Investment Management
10
WCM Investment Management
California
$22.9M 112,920 +538 +0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$21.8M 108,092 -4,651 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21.2M 104,720 +557 +0.5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$20.1M 99,635 +28,359 +40%
Northern Trust
14
Northern Trust
Illinois
$19.8M 97,892 -862 -0.9%
SSA
15
Schonfeld Strategic Advisors
New York
$19.1M 94,806 -47,710 -33%
Charles Schwab
16
Charles Schwab
California
$19.1M 94,366 +4,600 +5%
Brown Advisory
17
Brown Advisory
Maryland
$18.1M 89,496 +2,836 +3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$17.5M 86,457 -237 -0.3%
Morgan Stanley
19
Morgan Stanley
New York
$14.8M 73,241 +11,258 +18%
Fisher Asset Management
20
Fisher Asset Management
Washington
$14.3M 70,883 +59,998 +551%
Norges Bank
21
Norges Bank
Norway
$12.6M 62,201 – –
American Century Companies
22
American Century Companies
Missouri
$12M 59,190 +2,048 +4%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$11.9M 59,066 -158 -0.3%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$10.8M 53,490 +12,970 +32%
LOAMS
25
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.09M 45,000 – –
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