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Virtus Investment Partners
VRTS

Overview Fund Activity

188 hedge funds and large institutions have $1.41B invested in Virtus Investment Partners in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 12 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
58
Reduced
71
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.3M
2
BlackRock
2
BlackRock
New York
$268M
3
Man Group
3
Man Group
United Kingdom
$7.26M
4
BCM
4
Basswood Capital Management
New York
$7.64M
5
BCM
5
Bridgeway Capital Management
Texas
$10.9M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$1.78M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$97.8M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$0
4
VVP
4
Vulcan Value Partners
Alabama
$46M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$268M 1,109,338 +30,700 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$220M 911,307 -4,164 -0.5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$97.8M 404,558 -34,741 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.2M 319,410 -210 -0.1%
State Street
5
State Street
Massachusetts
$72.6M 300,316 +2,010 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$53.1M 219,811 +11,182 +5%
VVP
7
Vulcan Value Partners
Alabama
$46M 190,106 -23,834 -11%
Morgan Stanley
8
Morgan Stanley
New York
$40.3M 166,728 +93,487 +128%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.8M 152,084 +4,539 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.3M 129,567 +3,794 +3%
WCM Investment Management
11
WCM Investment Management
California
$27.9M 112,785 -135 -0.1%
Victory Capital Management
12
Victory Capital Management
Texas
$25.1M 103,931 -4,161 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24M 99,244 -5,476 -5%
Northern Trust
14
Northern Trust
Illinois
$23.3M 96,354 -1,538 -2%
Charles Schwab
15
Charles Schwab
California
$23.2M 96,081 +1,715 +2%
Brown Advisory
16
Brown Advisory
Maryland
$20.7M 85,732 -3,764 -4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$20.4M 84,327 -15,308 -15%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$19.8M 81,855 -4,602 -5%
Fisher Asset Management
19
Fisher Asset Management
Washington
$16.9M 70,019 -864 -1%
Norges Bank
20
Norges Bank
Norway
$14.6M 60,594 -1,607 -3%
American Century Companies
21
American Century Companies
Missouri
$14.6M 60,437 +1,247 +2%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$14.3M 59,223 +157 +0.3%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$13.1M 54,260 +770 +1%
BCM
24
Bridgeway Capital Management
Texas
$10.9M 45,074 +11,842 +36%
LOAMS
25
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.9M 45,000 – –
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