Virtus Investment Partners (VRTS) Institutional Ownership

$222.01
+2.69 (+1.23%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Virtus Investment Partners (NASDAQ:VRTS)

Current
Institutional Ownership
Percentage
80.52%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$73.42M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$71.35M
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VRTS Institutional Buying and Selling by Quarter

Virtus Investment Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024 Principal Financial Group Inc.38,863$9.64M0.0%-4.5%0.541%
4/29/2024 Meritage Portfolio Management16,714$4.15M0.3%N/A0.233%
4/26/2024 Yousif Capital Management LLC3,031$752K0.0%-9.8%0.042%
4/25/2024 WCM Investment Management LLC110,159$27.32M0.1%-2.3%1.534%
4/23/2024 Louisiana State Employees Retirement System3,300$818K0.0%-2.9%0.046%
4/18/2024 Allspring Global Investments Holdings LLC2,304$571K0.0%+51.8%0.032%
4/5/2024 Los Angeles Capital Management LLC3,632$901K0.0%N/A0.051%
3/25/2024Quadrature Capital Ltd13,045$3.16M0.1%-12.4%0.182%
3/11/2024Vanguard Group Inc.911,307$220.32M0.0%-0.5%12.692%
3/5/2024Fisher Asset Management LLC70,019$16.93M0.0%-1.2%0.988%
2/14/2024Hotchkis & Wiley Capital Management LLC54,260$13.12M0.0%+1.4%0.756%
2/14/2024Basswood Capital Management L.L.C.31,620$7.64M0.5%+120.8%0.440%
2/14/2024Quadrature Capital Ltd13,045$3.16M0.1%-12.4%0.182%
2/14/2024Vulcan Value Partners LLC190,106$45.96M0.7%-11.1%2.648%
2/9/2024Quest Partners LLC5,435$1.31M0.3%N/A0.076%
2/9/2024Norges Bank60,594$14.65M0.0%N/A0.844%
2/8/2024 Brown Advisory Inc.85,732$20.73M0.0%-4.2%1.194%
2/8/2024Panagora Asset Management Inc.12,821$3.10M0.0%-1.6%0.179%
2/8/2024Quadrant Capital Group LLC334$81K0.0%-17.1%0.005%
2/7/2024 Principal Financial Group Inc.40,697$9.84M0.0%-0.2%0.567%
2/7/2024Dimensional Fund Advisors LP319,410$77.22M0.0%-0.1%4.449%
2/7/2024QRG Capital Management Inc.1,034$250K0.0%N/A0.014%
2/7/2024BNP Paribas Financial Markets2,409$582K0.0%-33.0%0.034%
2/7/2024Teacher Retirement System of Texas3,992$965K0.0%+31.2%0.056%
2/6/2024Charles Schwab Investment Management Inc.96,081$23.23M0.0%+1.8%1.338%
2/6/2024 Maryland State Retirement & Pension System2,455$594K0.0%-2.3%0.034%
2/6/2024 Amalgamated Bank2,519$609K0.0%-7.1%0.035%
2/6/2024 Summit Global Investments6,263$1.51M0.1%+66.3%0.087%
2/6/2024Swiss National Bank14,300$3.46M0.0%-10.6%0.199%
2/6/2024Fisher Asset Management LLC70,017$16.93M0.0%-1.2%0.975%
2/6/2024New York Life Investment Management LLC1,816$439K0.0%-2.7%0.025%
2/5/2024Victory Capital Management Inc.103,931$25.13M0.0%-3.8%1.448%
2/5/2024Chase Investment Counsel Corp4,800$1.16M0.5%+33.3%0.067%
2/5/2024Russell Investments Group Ltd.7,705$1.86M0.0%+305.1%0.107%
2/1/2024New York State Common Retirement Fund4,950$1.20M0.0%-2.0%0.069%
2/1/2024Illinois Municipal Retirement Fund3,940$953K0.0%-4.9%0.055%
2/1/2024Signaturefd LLC221$53K0.0%+29.2%0.003%
1/30/2024Everence Capital Management Inc.920$222K0.0%N/A0.013%
1/29/2024 Louisiana State Employees Retirement System3,400$822K0.0%N/A0.047%
1/29/2024 WCM Investment Management LLC112,785$27.87M0.1%-0.1%1.571%
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1/25/2024 Allspring Global Investments Holdings LLC1,518$367K0.0%-8.0%0.021%
1/24/2024 DekaBank Deutsche Girozentrale584$143K0.0%-58.6%0.008%
1/24/2024 New York State Teachers Retirement System6,355$1.54M0.0%-1.5%0.089%
1/24/2024Arizona State Retirement System2,028$490K0.0%-2.3%0.028%
1/19/2024 State of Alaska Department of Revenue4,155$1.00M0.0%-2.2%0.058%
1/18/2024Blue Trust Inc.182$44K0.0%+550.0%0.003%
1/17/2024 Assenagon Asset Management S.A.22,828$5.52M0.0%+106.9%0.318%
1/12/2024SG Americas Securities LLC949$229K0.0%-74.7%0.013%
12/18/2023Vanguard Group Inc.915,471$184.92M0.0%+0.2%12.741%
12/6/2023Citigroup Inc.2,652$536K0.0%-46.9%0.037%
11/30/2023American Century Companies Inc.59,190$11.96M0.0%+3.6%0.824%
11/15/2023AWH Capital L.P.40,000$8.08M7.2%-10.1%0.557%
11/15/2023AQR Capital Management LLC25,269$5.10M0.0%-1.0%0.352%
11/14/2023Quadrature Capital Ltd14,888$3.01M0.1%+230.7%0.207%
11/14/2023Lazard Asset Management LLC2,130$429K0.0%-29.0%0.030%
11/14/2023Schonfeld Strategic Advisors LLC94,806$19.15M0.1%-33.5%1.320%
11/13/2023Northern Trust Corp97,892$19.77M0.0%-0.9%1.363%
11/13/2023Mariner LLC2,432$491K0.0%+12.2%0.034%
11/13/2023Brandywine Global Investment Management LLC18,212$3.68M0.0%-1.5%0.254%
11/13/2023FMR LLC208,629$42.14M0.0%-28.1%2.906%
11/13/2023 DekaBank Deutsche Girozentrale1,409$285K0.0%N/A0.020%
11/9/2023Rhumbline Advisers23,861$4.82M0.0%-0.4%0.329%
11/9/2023Deutsche Bank AG3,494$706K0.0%+12.4%0.048%
11/9/2023Citigroup Inc.2,652$536K0.0%-46.9%0.037%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,559$921K0.0%-41.1%0.063%
11/9/2023Texas Permanent School Fund Corp5,792$1.17M0.0%-4.0%0.080%
11/9/2023Mutual of America Capital Management LLC1,196$242K0.0%-10.7%0.016%
11/8/2023Chase Investment Counsel Corp3,600$727K0.4%N/A0.050%
11/8/2023Charles Schwab Investment Management Inc.94,366$19.06M0.0%+5.1%1.300%
11/8/2023Swiss National Bank16,000$3.23M0.0%+0.6%0.220%
11/8/2023 Amalgamated Bank2,711$548K0.0%-3.5%0.037%
11/8/2023New York Life Investment Management LLC1,867$377K0.0%-13.8%0.026%
11/7/2023New York State Common Retirement Fund5,050$1.02M0.0%+61.6%0.070%
11/7/2023Barclays PLC5,621$1.14M0.0%+21.9%0.077%
11/6/2023Illinois Municipal Retirement Fund4,142$837K0.0%N/A0.057%
11/6/2023 Assenagon Asset Management S.A.11,036$2.23M0.0%+87.1%0.152%
11/6/2023Victory Capital Management Inc.108,092$21.83M0.0%-4.1%1.490%
11/4/2023Signaturefd LLC171$35K0.0%+44.9%0.002%
11/2/2023 Principal Financial Group Inc.40,759$8.23M0.0%-1.7%0.561%
10/31/2023Teacher Retirement System of Texas3,043$615K0.0%+23.0%0.042%
10/31/2023Panagora Asset Management Inc.13,025$2.63M0.0%-47.0%0.179%
10/30/2023 Yousif Capital Management LLC3,366$680K0.0%-7.4%0.046%
10/27/2023 Allspring Global Investments Holdings LLC1,650$333K0.0%+4.1%0.023%
10/25/2023 New York State Teachers Retirement System6,455$1.30M0.0%-1.5%0.089%
10/25/2023 Brown Advisory Inc.89,496$18.08M0.0%+3.3%1.233%
10/24/2023 Bank of New York Mellon Corp104,720$21.15M0.0%+0.5%1.442%
10/24/2023 Maryland State Retirement & Pension System2,512$507K0.0%-5.9%0.035%
10/16/2023 State of Alaska Department of Revenue4,247$857K0.0%-5.8%0.059%
10/16/2023 Summit Global Investments3,767$761K0.1%N/A0.052%
10/13/2023SG Americas Securities LLC3,748$757K0.0%N/A0.052%
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10/10/2023 WCM Investment Management LLC112,920$22.86M0.1%+0.5%1.555%
9/21/2023Barclays PLC4,612$910K0.0%-24.7%0.064%
8/22/2023Virginia Retirement Systems ET AL9,500$1.88M0.0%N/A0.131%
8/14/2023Schonfeld Strategic Advisors LLC142,516$28.14M0.2%-14.8%1.963%
8/14/2023Eqis Capital Management Inc.1,116$220K0.0%N/A0.015%
8/11/2023Panagora Asset Management Inc.24,589$4.86M0.0%-18.1%0.337%
8/11/2023Hotchkis & Wiley Capital Management LLC40,520$8.00M0.0%+3.6%0.556%
8/10/2023MetLife Investment Management LLC3,627$716K0.0%+1.7%0.050%
8/10/2023Great West Life Assurance Co. Can6,570$1.30M0.0%-6.7%0.090%
8/10/2023ProShare Advisors LLC1,081$213K0.0%N/A0.015%
(Data available from 1/1/2016 forward)

VRTS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VRTS shares?

During the previous two years, 127 institutional investors and hedge funds held shares of Virtus Investment Partners. The most heavily invested institutionals were Vanguard Group Inc. ($220.32M), Dimensional Fund Advisors LP ($77.22M), Vulcan Value Partners LLC ($45.96M), FMR LLC ($42.14M), Bank of America Corp DE ($41.74M), WCM Investment Management LLC ($27.32M), and Victory Capital Management Inc. ($25.13M).Learn more on VRTS's institutional investors.

What percentage of Virtus Investment Partners stock is owned by institutional investors?

80.52% of Virtus Investment Partners stock is owned by institutional investors. Learn more on VRTS's institutional investor holdings.

Which institutional investors have been buying Virtus Investment Partners stock?

Of the 91 institutional investors that purchased Virtus Investment Partners stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($127.86K), Norges Bank ($60.59K), Basswood Capital Management L.L.C. ($42.37K), Assenagon Asset Management S.A. ($41.42K), American Century Companies Inc. ($34.74K), Panagora Asset Management Inc. ($29.15K), and Dimensional Fund Advisors LP ($25.08K).

How much institutional buying is happening at Virtus Investment Partners?

Institutional investors have bought a total of 662,270 shares in the last 24 months. This purchase volume represents approximately $132.01M in transactions.

Which Virtus Investment Partners major shareholders have been selling company stock?

Of the 74 institutional investors that sold Virtus Investment Partners stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vulcan Value Partners LLC ($148.73K), Bank of America Corp DE ($114.70K), Brown Advisory Inc. ($85.27K), FMR LLC ($81.43K), Schonfeld Strategic Advisors LLC ($72.50K), ExodusPoint Capital Management LP ($25.78K), and WCM Investment Management LLC ($20.35K).

How much institutional selling is happening at Virtus Investment Partners?

Institutional investors have sold a total of 719,826 shares in the last 24 months. This volume of shares sold represents approximately $145.93M in transactions.


This page (NASDAQ:VRTS) was last updated on 5/1/2024 by MarketBeat.com Staff

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