VRTS Institutional Ownership
Virtus Investment Partners, Inc.
1W: +0.8%
1M: -6.5%
3M: -26.8%
YTD: -24.4%
1Y: -27.2%
3Y: -23.1%
5Y: -57.1%
$121.06
+2.12 (+1.78%)
Weekly Expected Move ±4.0%
$110
$115
$119
$124
$129
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — VRTS
266
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$888M
Total Invested
33
New Positions
92
Increased
89
Reduced
31
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (297 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,056,614 | $128M | +57,246 | +5.7% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 450,124 | $54M | -34,766 | -7.2% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 448,314 | $54M | +9,580 | +2.2% | 46Q | SEC ↗ |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 352,930 | $43M | +34,921 | +11.0% | 45Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 315,715 | $38M | +10,600 | +3.5% | 70Q | SEC ↗ |
| 6 | AQR CAPITAL MANAGEMENT LLC | 286,625 | $35M | +154,351 | +116.7% | 30Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 279,848 | $34M | -5,698 | -2.0% | 2Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 279,346 | $34M | +20,531 | +7.9% | 15Q | SEC ↗ |
| 9 | Sixth Street Partners Management Compa NEW | 279,346 | $34M | — | +0.0% | 1Q | SEC ↗ |
| 10 | AMERICAN CENTURY COMPANIES INC | 195,363 | $24M | +6,550 | +3.5% | 15Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 165,425 | $20M | +6,200 | +3.9% | 70Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 142,881 | $17M | +50,419 | +54.5% | 48Q | SEC ↗ |
| 13 | BROWN ADVISORY INC | 109,414 | $13M | +5,548 | +5.3% | 41Q | SEC ↗ |
| 14 | TWO SIGMA INVESTMENTS, LP | 107,942 | $13M | +21,389 | +24.7% | 12Q | SEC ↗ |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 97,582 | $12M | +1,010 | +1.0% | 20Q | SEC ↗ |
| 16 | MORGAN STANLEY | 89,042 | $11M | -7,014 | -7.3% | 60Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 85,422 | $10M | +7,374 | +9.4% | 70Q | SEC ↗ |
| 18 | GLENMEDE TRUST CO NA | 78,279 | $9M | +22,238 | +39.7% | 3Q | SEC ↗ |
| 19 | ALGERT GLOBAL LLC | 77,962 | $9M | +864 | +1.1% | 20Q | SEC ↗ |
| 20 | Nuveen, LLC | 75,847 | $9M | +40,482 | +114.5% | 6Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 70,719 | $9M | +965 | +1.4% | 70Q | SEC ↗ |
| 22 | Zimmer Partners, LP | 50,708 | $6M | -33,413 | -39.7% | 3Q | SEC ↗ |
| 23 | FIRST TRUST ADVISORS LP | 47,751 | $6M | -5,179 | -9.8% | 23Q | SEC ↗ |
| 24 | MILLENNIUM MANAGEMENT LLC | 46,179 | $6M | -12,809 | -21.7% | 16Q | SEC ↗ |
| 25 | BESSEMER GROUP INC | 42,919 | $5M | +42,824 | +45077.9% | 5Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 41,736 | $5M | +960 | +2.4% | 2Q | SEC ↗ |
| 27 | PRUDENTIAL FINANCIAL INC | 40,071 | $5M | -7,255 | -15.3% | 64Q | SEC ↗ |
| 28 | FMR LLC | 38,268 | $5M | +24,151 | +171.1% | 29Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 36,331 | $4M | -33,917 | -48.3% | 15Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 33,917 | $4M | +7,793 | +29.8% | 15Q | SEC ↗ |
| 31 | PRINCIPAL FINANCIAL GROUP INC | 30,360 | $4M | -497 | -1.6% | 58Q | SEC ↗ |
| 32 | RENAISSANCE TECHNOLOGIES LLC | 28,429 | $3M | +1,200 | +4.4% | 10Q | SEC ↗ |
| 33 | Invesco Ltd. | 26,782 | $3M | -3,022 | -10.1% | 58Q | SEC ↗ |
| 34 | Creative Planning | 26,631 | $3M | +9,743 | +57.7% | 11Q | SEC ↗ |
| 35 | AWH Capital, L.P. | 24,742 | $3M | — | +0.0% | 31Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 24,024 | $3M | -17,934 | -42.7% | 2Q | SEC ↗ |
| 37 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23,626 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 38 | IEQ CAPITAL, LLC | 22,680 | $3M | +9,495 | +72.0% | 5Q | SEC ↗ |
| 39 | Public Sector Pension Investment Board | 21,627 | $3M | -1,126 | -4.9% | 58Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 20,410 | $2M | -2,944 | -12.6% | 16Q | SEC ↗ |
| 41 | RHUMBLINE ADVISERS | 18,969 | $2M | -1,898 | -9.1% | 64Q | SEC ↗ |
| 42 | CAPTRUST FINANCIAL ADVISORS | 17,804 | $2M | +2,101 | +13.4% | 4Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 17,415 | $2M | -13,548 | -43.8% | 15Q | SEC ↗ |
| 44 | Empowered Funds, LLC | 16,792 | $2M | +1,473 | +9.6% | 2Q | SEC ↗ |
| 45 | Connor, Clark & Lunn Investment Manage | 16,571 | $2M | -1,133 | -6.4% | 7Q | SEC ↗ |
| 46 | XTX Topco Ltd | 15,591 | $2M | +10,683 | +217.7% | 2Q | SEC ↗ |
| 47 | Huber Capital Management LLC | 15,468 | $2M | +2,900 | +23.1% | 63Q | SEC ↗ |
| 48 | Mariner, LLC | 14,181 | $2M | +9,529 | +204.8% | 16Q | SEC ↗ |
| 49 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, L | 14,095 | $2M | +10,147 | +257.0% | 3Q | SEC ↗ |
| 50 | UBS Group AG | 14,029 | $2M | +9,430 | +205.0% | 47Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 279,346 | $34M |
| ExodusPoint Capital Management, LP | 12,533 | $2M |
| Lido Advisors, LLC | 4,412 | $534K |
| ALLSTATE CORP | 4,304 | $521K |
| Entropy Technologies, LP | 3,724 | $451K |
| Jupiter Topco LLC | 3,054 | $370K |
| CAXTON ASSOCIATES LLP | 2,809 | $340K |
| MILLINGTON SECURITIES, LLC | 2,618 | $317K |
| INCEPTIONR LLC | 2,502 | $303K |
| Focus Partners Wealth | 2,328 | $282K |
| Merit Financial Group, LLC | 2,121 | $257K |
| BRIGHTON JONES LLC | 2,064 | $250K |
| Corient Private Wealth LP | 1,510 | $183K |
| Vanguard Personalized Indexing Mana | 1,439 | $174K |
| Universal- Beteiligungs- und Servic | 1,429 | $173K |
| NEUBERGER BERMAN GROUP LLC | 1,402 | $170K |
| Mitsubishi UFJ Trust & Banking Corp | 1,026 | $124K |
| Integrated Wealth Concepts LLC | 900 | $109K |
| Ameritas Advisory Services, LLC | 117 | $14K |
| Quarry LP | 45 | $5K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WCM INVESTMENT MANAGEMENT, LLC | 87,812 | $11M |
| Vulcan Value Partners, LLC | 77,326 | $9M |
| Gator Capital Management, LLC | 59,210 | $7M |
| Man Group plc | 21,461 | $3M |
| Walleye Capital LLC | 18,088 | $2M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 15,982 | $2M |
| Qube Research & Technologies Ltd | 15,707 | $2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 14,921 | $2M |
| TUDOR INVESTMENT CORP ET AL | 12,325 | $1M |
| Nearwater Capital Markets, Ltd | 11,400 | $1M |
| Point72 Asset Management, L.P. | 10,690 | $1M |
| DZ BANK AG Deutsche Zentral Genosse | 7,966 | $964K |
| JANE STREET GROUP, LLC | 7,675 | $929K |
| Verition Fund Management LLC | 7,624 | $923K |
| ELEVATION POINT WEALTH PARTNERS, LL | 6,450 | $781K |
| Vestmark Advisory Solutions, Inc. | 6,375 | $772K |
| VARCOV Co. | 5,806 | $703K |
| Engineers Gate Manager LP | 5,253 | $636K |
| MARSHALL WACE, LLP | 5,216 | $631K |
| Susquehanna Portfolio Strategies, L | 5,144 | $623K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +154,351 | +116.7% | 286,625 |
| BlackRock, Inc. | +57,246 | +5.7% | 1,056,614 |
| JPMORGAN CHASE & CO | +50,419 | +54.5% | 142,881 |
| BESSEMER GROUP INC | +42,824 | +45077.9% | 42,919 |
| Nuveen, LLC | +40,482 | +114.5% | 75,847 |
| VICTORY CAPITAL MANAGEMENT INC | +34,921 | +11.0% | 352,930 |
| FMR LLC | +24,151 | +171.1% | 38,268 |
| GLENMEDE TRUST CO NA | +22,238 | +39.7% | 78,279 |
| TWO SIGMA INVESTMENTS, LP | +21,389 | +24.7% | 107,942 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +20,531 | +7.9% | 279,346 |
| XTX Topco Ltd | +10,683 | +217.7% | 15,591 |
| DIMENSIONAL FUND ADVISORS LP | +10,600 | +3.5% | 315,715 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | +10,147 | +257.0% | 14,095 |
| Creative Planning | +9,743 | +57.7% | 26,631 |
| STATE STREET CORP | +9,580 | +2.2% | 448,314 |
| Mariner, LLC | +9,529 | +204.8% | 14,181 |
| IEQ CAPITAL, LLC | +9,495 | +72.0% | 22,680 |
| UBS Group AG | +9,430 | +205.0% | 14,029 |
| Cerity Partners LLC | +9,007 | +517.3% | 10,748 |
| BANK OF AMERICA CORP /DE | +7,793 | +29.8% | 33,917 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | -34,766 | -7.2% | 450,124 |
| GOLDMAN SACHS GROUP INC | -33,917 | -48.3% | 36,331 |
| Zimmer Partners, LP | -33,413 | -39.7% | 50,708 |
| Squarepoint Ops LLC | -27,984 | -85.6% | 4,690 |
| CITADEL ADVISORS LLC | -17,934 | -42.7% | 24,024 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -17,181 | -59.3% | 11,790 |
| SEI INVESTMENTS CO | -13,548 | -43.8% | 17,415 |
| MILLENNIUM MANAGEMENT LLC | -12,809 | -21.7% | 46,179 |
| State of Tennessee, Department of T | -9,240 | -85.6% | 1,556 |
| PRUDENTIAL FINANCIAL INC | -7,255 | -15.3% | 40,071 |
| MORGAN STANLEY | -7,014 | -7.3% | 89,042 |
| VANGUARD CAPITAL MANAGEMENT LLC | -5,698 | -2.0% | 279,848 |
| FIRST TRUST ADVISORS LP | -5,179 | -9.8% | 47,751 |
| Invesco Ltd. | -3,022 | -10.1% | 26,782 |
| Clayton Partners LLC | -3,000 | -30.0% | 7,000 |
| AMERIPRISE FINANCIAL INC | -2,944 | -12.6% | 20,410 |
| Brevan Howard Capital Management LP | -2,735 | -59.5% | 1,859 |
| CWM, LLC | -2,723 | -42.8% | 3,642 |
| Y-Intercept (Hong Kong) Ltd | -2,530 | -31.4% | 5,531 |
| RHUMBLINE ADVISERS | -1,898 | -9.1% | 18,969 |