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Virtus Investment Partners
VRTS

Overview Fund Activity

227 hedge funds and large institutions have $1.17B invested in Virtus Investment Partners in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 84 reducing their positions, and 20 closing their positions.

Holders
227
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
76
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28M
2
Millennium Management
2
Millennium Management
New York
$11.6M
3
DZ Bank
3
DZ Bank
Germany
$5.61M
4
Charles Schwab
4
Charles Schwab
California
$53.5M
5
HF
5
HRT Financial
New York
$2.92M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.05M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.39M
4
VVP
4
Vulcan Value Partners
Alabama
$24.1M
5
State Street
5
State Street
Massachusetts
$62.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$222M 1,059,208 +2,554 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M 900,906 +1,802 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68M 324,805 -3,262 -1%
State Street
4
State Street
Massachusetts
$62.2M 297,151 -12,410 -4%
Charles Schwab
5
Charles Schwab
California
$53.5M 255,536 +16,586 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$31.7M 151,328 +821 +0.5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$30.5M 145,386 +3,651 +3%
Morgan Stanley
8
Morgan Stanley
New York
$28M 133,515 +37,185 +39%
VVP
9
Vulcan Value Partners
Alabama
$24.1M 115,077 -13,813 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23.8M 113,638 -4,806 -4%
WCM Investment Management
11
WCM Investment Management
California
$23.7M 113,892 +4,359 +4%
BCM
12
Basswood Capital Management
New York
$23.1M 110,429 +12,193 +12%
Victory Capital Management
13
Victory Capital Management
Texas
$20.7M 98,626 +947 +1%
Northern Trust
14
Northern Trust
Illinois
$20.2M 96,311 +306 +0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.2M 91,686 -5,221 -5%
Brown Advisory
16
Brown Advisory
Maryland
$18.4M 87,705 +979 +1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$17.4M 83,157 +896 +1%
Fisher Asset Management
18
Fisher Asset Management
Washington
$14.3M 68,376 +640 +0.9%
American Century Companies
19
American Century Companies
Missouri
$12.8M 61,194 +514 +0.8%
GT
20
Glenmede Trust
Pennsylvania
$12.3M 58,766 -702 -1%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$11.9M 56,600 +3,380 +6%
Millennium Management
22
Millennium Management
New York
$11.6M 55,373 +27,260 +97%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$10.5M 49,909 +5,321 +12%
AQR Capital Management
24
AQR Capital Management
Connecticut
$10.1M 48,368 -2,584 -5%
Goldman Sachs
25
Goldman Sachs
New York
$10M 47,861 +3,513 +8%
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