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Virtus Investment Partners
VRTS

Overview Fund Activity

223 hedge funds and large institutions have $1.3B invested in Virtus Investment Partners in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
71
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$13.4M
2
BCM
2
Basswood Capital Management
New York
$22.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$32M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$6.78M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$11.5M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
LOAMS
2
Lombard Odier Asset Management (Switzerland)
Switzerland
$0
3
BlackRock
3
BlackRock
New York
$239M
4
VVP
4
Vulcan Value Partners
Alabama
$29.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$45.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$239M 1,056,654 -31,131 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M 899,104 -9,236 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.1M 328,067 +8,393 +3%
State Street
4
State Street
Massachusetts
$69.9M 309,561 +1,582 +0.5%
Charles Schwab
5
Charles Schwab
California
$54M 238,950 +14,160 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$45.9M 203,430 -23,549 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$34M 150,507 +1,796 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$32M 141,735 +38,880 +38%
VVP
9
Vulcan Value Partners
Alabama
$29.1M 128,890 -28,486 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.8M 118,444 -3,195 -3%
WCM Investment Management
11
WCM Investment Management
California
$24.2M 109,533 -626 -0.6%
BCM
12
Basswood Capital Management
New York
$22.2M 98,236 +39,136 +66%
Victory Capital Management
13
Victory Capital Management
Texas
$22.1M 97,679 -1,294 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.9M 96,907 +222 +0.2%
Morgan Stanley
15
Morgan Stanley
New York
$21.8M 96,330 -7,346 -7%
Northern Trust
16
Northern Trust
Illinois
$21.7M 96,005 +3,122 +3%
Brown Advisory
17
Brown Advisory
Maryland
$19.6M 86,726 -424 -0.5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$18.6M 82,261 +2,019 +3%
Fisher Asset Management
19
Fisher Asset Management
Washington
$15.3M 67,736 +3,585 +6%
American Century Companies
20
American Century Companies
Missouri
$13.7M 60,680 -1,568 -3%
Norges Bank
21
Norges Bank
Norway
$13.6M 60,283 +14,001 +30%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$13.5M 59,994 +395 +0.7%
GT
23
Glenmede Trust
Pennsylvania
$13.4M 59,468 +59,468 New
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$12M 53,220 +2,790 +6%
AQR Capital Management
25
AQR Capital Management
Connecticut
$11.5M 50,952 +22,344 +78%
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