VRTS NASDAQ
Virtus Investment Partners, Inc.
1W: -0.5%
1M: +1.4%
3M: -3.7%
YTD: -11.7%
1Y: -19.0%
3Y: -10.0%
5Y: -38.9%
$144.40
+2.73 (+1.93%)
Weekly Expected Move ±5.2%
$124
$131
$138
$145
$152
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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Institutions
ETF Exposure
Dark Pool
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Supply Chain
Institutional Ownership — VRTS
271
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$679M
Total Invested
37
New Positions
61
Increased
125
Reduced
61
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (321 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 999,368 | $$144M | +17,712 | +1.8% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 837,779 | $$121M | -8,736 | -1.0% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 571,092 | $$82M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 484,890 | $$70M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 438,734 | $$63M | +132,359 | +43.2% | 13Q | SEC ↗ |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 318,009 | $$46M | +72,665 | +29.6% | 13Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 305,115 | $$44M | +7,987 | +2.7% | 13Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 258,815 | $$37M | -41,283 | -13.8% | 13Q | SEC ↗ |
| 9 | AMERICAN CENTURY COMPANIES INC | 188,813 | $$27M | +16,312 | +9.5% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 159,225 | $$23M | +7,478 | +4.9% | 13Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 132,274 | $$19M | +9,549 | +7.8% | 13Q | SEC ↗ |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 96,572 | $$14M | +29,400 | +43.8% | 13Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 92,462 | $$13M | +256 | +0.3% | 13Q | SEC ↗ |
| 14 | BROWN ADVISORY INC | 90,474 | $$13M | -8,617 | -8.7% | 12Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 78,048 | $$11M | -17,840 | -18.6% | 13Q | SEC ↗ |
| 16 | ALGERT GLOBAL LLC | 77,098 | $$11M | -2,779 | -3.5% | 13Q | SEC ↗ |
| 17 | MORGAN STANLEY | 75,900 | $$11M | -18,429 | -19.5% | 12Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 70,248 | $$10M | -85,626 | -54.9% | 13Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 69,754 | $$10M | -5,220 | -7.0% | 13Q | SEC ↗ |
| 20 | TWO SIGMA INVESTMENTS, LP | 67,507 | $$10M | +21,448 | +46.6% | 10Q | SEC ↗ |
| 21 | Glenmede Investment Management, LP | 65,323 | $$9M | -2,477 | -3.7% | 2Q | SEC ↗ |
| 22 | GLENMEDE TRUST CO NA NEW | 60,333 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Gator Capital Management, LLC | 59,210 | $$9M | +2,619 | +4.6% | 13Q | SEC ↗ |
| 24 | FIRST TRUST ADVISORS LP | 52,930 | $$8M | +14,600 | +38.1% | 13Q | SEC ↗ |
| 25 | PRUDENTIAL FINANCIAL INC | 47,326 | $$7M | +15,310 | +47.8% | 13Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO NEW | 40,776 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Nuveen, LLC | 35,365 | $$5M | +87 | +0.2% | 5Q | SEC ↗ |
| 28 | MILLENNIUM MANAGEMENT LLC | 33,768 | $$5M | +3,391 | +11.2% | 12Q | SEC ↗ |
| 29 | Squarepoint Ops LLC | 32,674 | $$5M | +11,813 | +56.6% | 11Q | SEC ↗ |
| 30 | SEI INVESTMENTS CO | 30,963 | $$4M | +17,811 | +135.4% | 13Q | SEC ↗ |
| 31 | PRINCIPAL FINANCIAL GROUP INC | 30,857 | $$4M | +596 | +2.0% | 13Q | SEC ↗ |
| 32 | Invesco Ltd. | 29,804 | $$4M | +3,042 | +11.4% | 13Q | SEC ↗ |
| 33 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 28,971 | $$4M | -2,860 | -9.0% | 6Q | SEC ↗ |
| 34 | RENAISSANCE TECHNOLOGIES LLC | 27,229 | $$4M | +11,500 | +73.1% | 9Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 26,124 | $$4M | -12,848 | -33.0% | 13Q | SEC ↗ |
| 36 | TUDOR INVESTMENT CORP ET AL NEW | 25,414 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Zimmer Partners, LP NEW | 25,000 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 38 | AWH Capital, L.P. | 24,742 | $$4M | — | +0.0% | 13Q | SEC ↗ |
| 39 | BRIDGEWAY CAPITAL MANAGEMENT, LLC NEW | 23,626 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 23,354 | $$3M | -8,942 | -27.7% | 13Q | SEC ↗ |
| 41 | Public Sector Pension Investment Board | 22,753 | $$3M | +791 | +3.6% | 13Q | SEC ↗ |
| 42 | RHUMBLINE ADVISERS | 20,867 | $$3M | -804 | -3.7% | 13Q | SEC ↗ |
| 43 | MERITAGE PORTFOLIO MANAGEMENT | 18,506 | $$3M | -1,002 | -5.1% | 8Q | SEC ↗ |
| 44 | Connor, Clark & Lunn Investment Manage | 17,110 | $$2M | +4,366 | +34.3% | 5Q | SEC ↗ |
| 45 | Creative Planning | 16,888 | $$2M | +7,189 | +74.1% | 10Q | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 15,707 | $$2M | -3,217 | -17.0% | 12Q | SEC ↗ |
| 47 | CAPTRUST FINANCIAL ADVISORS | 15,703 | $$2M | +14,212 | +953.2% | 3Q | SEC ↗ |
| 48 | Empowered Funds, LLC NEW | 15,319 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | FMR LLC | 14,117 | $$2M | +6,824 | +93.6% | 13Q | SEC ↗ |
| 50 | Brandywine Global Investment Managemen | 13,890 | $$2M | -400 | -2.8% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 571,092 | $$82M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 484,890 | $$70M |
| GLENMEDE TRUST CO NA | 60,333 | $$9M |
| VANGUARD FIDUCIARY TRUST CO | 40,776 | $$6M |
| TUDOR INVESTMENT CORP ET AL | 25,414 | $$4M |
| Zimmer Partners, LP | 25,000 | $$4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23,626 | $$3M |
| Empowered Funds, LLC | 15,319 | $$2M |
| EXCHANGE TRADED CONCEPTS, LLC | 11,836 | $$2M |
| Clayton Partners LLC | 10,000 | $$1M |
| Vanguard Global Advisers, LLC | 5,634 | $$814K |
| XTX Topco Ltd | 4,908 | $$709K |
| VANGUARD ASSET MANAGEMENT, Ltd | 4,195 | $$606K |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 4,080 | $$589K |
| CANADA PENSION PLAN INVESTMENT BOAR | 2,900 | $$419K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,897 | $$418K |
| HighTower Advisors, LLC | 2,853 | $$412K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,596 | $$375K |
| Balyasny Asset Management L.P. | 2,423 | $$350K |
| Odyssean, LLC | 2,377 | $$343K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WCM INVESTMENT MANAGEMENT, LLC | 87,812 | $$13M |
| Vulcan Value Partners, LLC | 77,326 | $$11M |
| Fisher Asset Management, LLC | 62,713 | $$9M |
| ExodusPoint Capital Management, LP | 23,390 | $$3M |
| Trexquant Investment LP | 18,315 | $$3M |
| Walleye Capital LLC | 18,088 | $$3M |
| Kingsview Wealth Management, LLC | 17,404 | $$3M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 15,982 | $$2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 14,921 | $$2M |
| Nearwater Capital Markets, Ltd | 11,400 | $$2M |
| Point72 Asset Management, L.P. | 10,690 | $$2M |
| D. E. Shaw & Co., Inc. | 9,933 | $$1M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 9,464 | $$1M |
| LAZARD ASSET MANAGEMENT LLC | 9,291 | $$1M |
| DENALI ADVISORS LLC | 9,004 | $$1M |
| DZ BANK AG Deutsche Zentral Genosse | 7,966 | $$1M |
| Verition Fund Management LLC | 7,624 | $$1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 6,578 | $$950K |
| ELEVATION POINT WEALTH PARTNERS, LL | 6,450 | $$931K |
| Cubist Systematic Strategies, LLC | 6,431 | $$929K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STATE STREET CORP | +132,359 | +43.2% | 438,734 |
| VICTORY CAPITAL MANAGEMENT INC | +72,665 | +29.6% | 318,009 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +29,400 | +43.8% | 96,572 |
| TWO SIGMA INVESTMENTS, LP | +21,448 | +46.6% | 67,507 |
| SEI INVESTMENTS CO | +17,811 | +135.4% | 30,963 |
| BlackRock, Inc. | +17,712 | +1.8% | 999,368 |
| AMERICAN CENTURY COMPANIES INC | +16,312 | +9.5% | 188,813 |
| PRUDENTIAL FINANCIAL INC | +15,310 | +47.8% | 47,326 |
| FIRST TRUST ADVISORS LP | +14,600 | +38.1% | 52,930 |
| CAPTRUST FINANCIAL ADVISORS | +14,212 | +953.2% | 15,703 |
| Squarepoint Ops LLC | +11,813 | +56.6% | 32,674 |
| RENAISSANCE TECHNOLOGIES LLC | +11,500 | +73.1% | 27,229 |
| AQR CAPITAL MANAGEMENT LLC | +9,549 | +7.8% | 132,274 |
| DIMENSIONAL FUND ADVISORS LP | +7,987 | +2.7% | 305,115 |
| GEODE CAPITAL MANAGEMENT, LLC | +7,478 | +4.9% | 159,225 |
| EverSource Wealth Advisors, LLC | +7,405 | +5327.3% | 7,544 |
| Creative Planning | +7,189 | +74.1% | 16,888 |
| FMR LLC | +6,824 | +93.6% | 14,117 |
| State of Tennessee, Department of T | +6,514 | +152.1% | 10,796 |
| Jump Financial, LLC | +4,456 | +279.5% | 6,050 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -85,932 | -97.4% | 2,292 |
| GOLDMAN SACHS GROUP INC | -85,626 | -54.9% | 70,248 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -41,283 | -13.8% | 258,815 |
| Man Group plc | -25,410 | -64.7% | 13,860 |
| PRICE T ROWE ASSOCIATES INC /MD | -25,335 | -68.4% | 11,725 |
| MORGAN STANLEY | -18,429 | -19.5% | 75,900 |
| Villanova Investment Management Co | -18,370 | -63.6% | 10,534 |
| NORTHERN TRUST CORP | -17,840 | -18.6% | 78,048 |
| JANE STREET GROUP, LLC | -17,477 | -69.5% | 7,675 |
| BANK OF AMERICA CORP /DE | -12,848 | -33.0% | 26,124 |
| BNP PARIBAS FINANCIAL MARKETS | -11,471 | -73.8% | 4,079 |
| AMERIPRISE FINANCIAL INC | -8,942 | -27.7% | 23,354 |
| VANGUARD GROUP INC | -8,736 | -1.0% | 837,779 |
| BROWN ADVISORY INC | -8,617 | -8.7% | 90,474 |
| BARCLAYS PLC | -7,063 | -62.8% | 4,190 |
| Y-Intercept (Hong Kong) Ltd | -6,666 | -45.3% | 8,061 |
| Bank of New York Mellon Corp | -5,220 | -7.0% | 69,754 |
| IEQ CAPITAL, LLC | -4,774 | -26.6% | 13,185 |
| SG Americas Securities, LLC | -4,755 | -74.2% | 1,657 |
| Russell Investments Group, Ltd. | -4,639 | -38.7% | 7,347 |