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Virtus Investment Partners
VRTS

Overview Fund Activity

213 hedge funds and large institutions have $1.43B invested in Virtus Investment Partners in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
213
Holders Change
+25
Holders Change %
+13.3%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
64
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$55.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$11.9M
3
BCM
3
Basswood Capital Management
New York
$14.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.26M
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$4.66M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$37.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.7M
3
VVP
3
Vulcan Value Partners
Alabama
$39M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
BlackRock
5
BlackRock
New York
$270M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$270M 1,087,785 -21,553 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M 908,340 -2,967 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79.3M 319,674 +264 +0.1%
State Street
4
State Street
Massachusetts
$76.4M 307,979 +7,663 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$56.3M 226,979 +7,168 +3%
Charles Schwab
6
Charles Schwab
California
$55.7M 224,790 +128,709 +134%
VVP
7
Vulcan Value Partners
Alabama
$39M 157,376 -32,730 -17%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$37.6M 151,726 -252,832 -62%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.9M 148,711 -3,373 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$30.2M 121,639 -7,928 -6%
WCM Investment Management
11
WCM Investment Management
California
$27.3M 110,159 -2,626 -2%
Morgan Stanley
12
Morgan Stanley
New York
$25.7M 103,676 -63,052 -38%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$25.5M 102,855 +18,528 +22%
Victory Capital Management
14
Victory Capital Management
Texas
$24.5M 98,973 -4,958 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$24M 96,685 -2,559 -3%
Northern Trust
16
Northern Trust
Illinois
$23M 92,883 -3,471 -4%
Brown Advisory
17
Brown Advisory
Maryland
$21.6M 87,150 +1,418 +2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$19.9M 80,242 -1,613 -2%
Fisher Asset Management
19
Fisher Asset Management
Washington
$15.9M 64,151 -5,868 -8%
American Century Companies
20
American Century Companies
Missouri
$15.4M 62,248 +1,811 +3%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$14.8M 59,599 +376 +0.6%
BCM
22
Basswood Capital Management
New York
$14.7M 59,100 +27,480 +87%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$12.5M 50,430 -3,830 -7%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$11.9M 48,155 +40,880 +562%
Norges Bank
25
Norges Bank
Norway
$11.5M 46,282 -14,312 -24%
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