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VRTS

VRTS Hedge Fund & Institutional Holdings

Virtus Investment Partners

+$35.2M

Net Activity

Data as of: 2026-03-31

Institutions Holding

237

Popularity Rank

#2503

Avg Weight

0.04%

Total Value

$764.1M

Ownership Trend

237 institutions currently hold VRTS, with 109 net buyers and 105 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

105

Net Buying Institutions

109

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$134.3M
VP
Vanguard Portfolio Management LLC
$65.1M
SS
State Street CORP
$58.9M
VC
Victory Capital Management INC
$42.7M
DF
Dimensional Fund Advisors LP
$41.0M

Top 5 by Conviction

AC
AWH Capital, L.P.
3.02%
GC
Gator Capital Management, LLC
1.63%
ZP
Zimmer Partners, LP
0.27%
AG
Algert Global LLC
0.16%
BC
Bridgeway Capital Management, LLC
0.06%
View all 237 holding institutions

Across its top 20 institutional holders, VRTS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 27/100).

Quarterly Activity

Recent Activity

+$518.0M

Total Buy Value

$255.4M

Total Sell Value

New buy33
Trim71
Add76
Sold out34

109

Net Buyers

105

Net Sellers

Smart Money Convergence

VRTS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/VRTS

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$724K

Total Est. Value

5K shares

Planned Shares

Last Filed 2026-06-16
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Mandinach Barry M.Officer2026-06-165K shares$724K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

92828Q109

FAQ

Who are the top institutional investors holding VIRTUS INVESTMENT PARTNERS (VRTS)?
Major stakeholders currently include BlackRock, Inc. ($134.3M), Vanguard Portfolio Management LLC ($65.1M), State Street CORP ($58.9M). Based on the latest 13F filings, there are a total of 237 tracked investment funds and institutions maintaining positions in VRTS.
What is the overall institutional sentiment toward VRTS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $35.2M, driven by 109 managers accumulating shares while 105 reduced their exposure.
Which institutions have been selling or reducing their VRTS positions?
In the latest period, 71 funds trimmed their holdings, and 34 managers completely exited their positions. The aggregate reported sell value was $255.4M.
Are there any notable investors adding VRTS to their portfolios?
Yes, buying activity remains notable. 33 institutions opened new positions in {ticker}, and 76 existing holders added to their shares. The total reported buy value for the quarter amounted to $518.0M.

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Developer Access

Access VRTS's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/VRTS

CLI

npx alphasmo stocks get VRTS
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