VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

237 hedge funds and large institutions have $1.24B invested in Virtus Investment Partners in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 17 closing their positions.

Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
87
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$9.5M
2
Charles Schwab
2
Charles Schwab
California
$61.1M
3
American Century Companies
3
American Century Companies
Missouri
$18M
4
ZIM
4
Zacks Investment Management
Illinois
$3.12M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34.9M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$13.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
VVP
4
Vulcan Value Partners
Alabama
$21.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$236M 1,068,209 +9,001 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$199M 902,739 +1,833 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70.8M 320,893 -3,912 -1%
State Street
4
State Street
Massachusetts
$65.3M 295,922 -1,229 -0.4%
Charles Schwab
5
Charles Schwab
California
$61.1M 276,880 +21,344 +8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$34.9M 158,028 +12,642 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$33.1M 150,069 -1,259 -0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24.6M 111,711 -1,927 -2%
WCM Investment Management
9
WCM Investment Management
California
$24M 108,927 -4,965 -4%
Northern Trust
10
Northern Trust
Illinois
$23.4M 106,104 +9,793 +10%
Morgan Stanley
11
Morgan Stanley
New York
$22.7M 103,051 -30,464 -23%
VVP
12
Vulcan Value Partners
Alabama
$21.8M 98,628 -16,449 -14%
Victory Capital Management
13
Victory Capital Management
Texas
$20.7M 93,648 -4,978 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.5M 88,501 -3,185 -3%
Brown Advisory
15
Brown Advisory
Maryland
$18.7M 84,962 -2,743 -3%
American Century Companies
16
American Century Companies
Missouri
$18M 81,738 +20,544 +34%
Fisher Asset Management
17
Fisher Asset Management
Washington
$15.8M 71,600 +3,224 +5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$15.7M 70,971 -12,186 -15%
BCM
19
Basswood Capital Management
New York
$13.6M 61,846 -48,583 -44%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$13.4M 60,890 +4,290 +8%
GT
21
Glenmede Trust
Pennsylvania
$12.8M 58,068 -698 -1%
Goldman Sachs
22
Goldman Sachs
New York
$12.6M 57,187 +9,326 +19%
Millennium Management
23
Millennium Management
New York
$11.7M 53,054 -2,319 -4%
AQR Capital Management
24
AQR Capital Management
Connecticut
$10.2M 46,395 -1,973 -4%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$10.1M 45,632 +795 +2%
1
2 3 4 5