Virtus Investment Partners Inc (VRTS)

FINANCE: CORPORATE FINANCE
SIC: SERVICES-PREPACKAGED SOFTWARE

Virtus Investment Partners is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. The company provides investment management products and services through its affiliated managers and select subadvisers, each with a distinct investment style, autonomous investment process, and individual brand. Virtus Investment Partners offers access to a variety of investment styles across multiple disciplines to meet a wide array of investor needs. Its affiliates include Ceredex Value Advisors, Duff & Phelps Investment Management, Kayne Anderson Rudnick Investment Management, Newfleet Asset Management, Seix Investment Advisors, Silvant Capital Management, Sustainable Growth Advisers, and Virtus ETF Solutions.

Data as of 2021-06-19 11:41:51 -0400
Market Cap2.017 Billion Shares Outstanding7.65 Million Avg 30-day Volume48.35 Thousand
P/E Ratio16.68928 Dividend Yield1.181 EPS14.86
Price/Sales2.98 Debt to Equity5.08 EBITDA218.418 Million
Price to Book Value2.76 Forward PE8.3 Enterprise Value4.01 Billion
Total Cash399.719 Million Current Debt420.119 Million Gross Profit676.227 Million
BETA1.46349 52-week High/Low300.54 / 104.43 Next Earnings Date2021-07-23 Price to Cash FLow (P/CF) 25.4423
Data provided by IEX Cloud

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View SEC Filings from VRTS instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 2 3 -33.33% 2 (0.12%) 3 (0.17%) -33.33%
Funds Holding: 173 181 -4.42% 48 (2.82%) 48 (2.79%) 0.0%
13F shares: 6.205 Million 6.279 Million -1.18% 1.785 Million 1.776 Million 0.52%
% Ownership 81.8238 82.481 -0.8% 23.542 23.3293 0.91%
New Positions: 24 46 -47.83% 9 15 -40.0%
Increased Positions 52 45 15.56% 15 14 7.14%
Closed Positions 31 12 158.33% 9 3 200.0%
Reduced Positions 64 61 4.92% 16 15 6.67%
Total Calls
Total Puts
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding VRTS (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding VRTS BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

5 Thousand total shares from 5 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

BRADLEY WILLIAM PATRICK III EVP, FUND SERVICES

  • Officer
11,076 2021-05-18 4

HOLT TIMOTHY A

  • Director
27,944 2021-05-14 1

JONES MELODY L

  • Director
6,432 2021-05-14 1

ZARRILLI STEPHEN T

  • Director
6,320 2021-05-14 1

GREIG PAUL G

  • Director
1,785 2021-05-14 1

BAIN PETER L

  • Director
1,759 2021-05-14 1

MORRIS W HOWARD

  • Director
304 2021-05-14 2

SMIRL RICHARD W EVP & CHIEF OPERATING OFFICER

  • Officer
0 2021-05-03 2

AYLWARD GEORGE R DIRECTOR, CEO AND PRESIDENT

  • Officer
  • Director
237,159 2021-03-12 1

PENA MARDELLE W EVP, CHIEF HR OFFICER

  • Officer
14,248 2021-03-12 2

WALTMAN FRANCIS G EVP, PRODUCT MANAGEMENT

  • Officer
17,951 2021-03-12 2

ANGERTHAL MICHAEL A EVP, CHIEF FINANCIAL OFFICER

  • Officer
68,833 2021-03-12 1

MANDINACH BARRY M. EVP, HEAD OF DISTRIBUTION

  • Officer
17,794 2021-03-12 1

HILLS WENDY J EVP, CLO, GC & SECRETARY

  • Officer
5,622 2021-03-12 1

FLEMING SUSAN S.

  • Director
14,641 2021-02-03 2

TREANOR MARK C

  • Director
30,305 2020-05-18 0

BAIO JAMES R

  • Director
15,405 2019-05-15 0

HOODA SHEILA

  • Director
2,603 2019-05-15 0

FLYNN MARK S EVP & GENERAL COUNSEL

  • Officer
12,574 2019-03-15 0

BANK OF MONTREAL /CAN/

  • 10% Owner
No longer subject to file 2016-10-27 0

ROCHE CATHERINE MARGARET

  • Director
0 2016-08-17 0

COFFEY DIANE M

  • Director
10,817 2015-12-31 0

SWAN EDWARD M JR

  • Director
13,156 2015-05-28 0

CERUTTI JEFFREY EVP, HEAD OF DISTRIBUTION

  • Officer
19,840 2014-03-14 0

ROBERSTON RUSSEL C

  • Director
0 2013-05-21 0

THORP JEFFREY

SONOMA CAPITAL, LP

SONOMA CAPITAL, LLC

SONOMA CAPITAL MANAGEMENT, LLC

  • 10% Owner
No longer subject to file 2012-01-10 0

BANK OF MONTREAL /CAN/

BMO FINANCIAL CORP

  • 10% Owner
1,727,746 2012-01-06 0

BANK OF MONTREAL /CAN/

HARRIS FINANCIAL CORP

HARRIS BANKCORP INC

  • 10% Owner
378,480 2010-08-05 0

CURTISS NANCY G EVP, OPERATIONS

  • Officer
14,077 2010-03-15 0

NEAMTZ J STEVEN EVP, RETAIL DISTRIBUTION

  • Officer
32,685 2010-03-15 0

MCKEE HUGH MURRAY SIMON

  • Director
0 2010-01-28 0

KAPPELE ROSS F

  • Director
0 2009-01-29 0

COOPER BARRY MERRITT

  • Director
0 2009-01-29 0

PHOENIX INVESTMENT MANAGEMENT CO

PHOENIX COMPANIES INC/DE

  • 10% Owner
0 2008-12-31 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

BRADLEY WILLIAM PATRICK III - Officer EVP, FUND SERVICES

2021-05-18 17:26:50 -0400 2021-05-18 S 1,000 $280.00 d 11,076 direct 2.7764 2.2626 2.9761 4 0.0 1

BRADLEY WILLIAM PATRICK III - Officer EVP, FUND SERVICES

2021-05-18 17:26:50 -0400 2021-05-18 S 1,000 $278.00 d 12,076 direct 2.7764 2.2626 2.9761 4 0.0 1

BRADLEY WILLIAM PATRICK III - Officer EVP, FUND SERVICES

2021-05-19 21:07:07 -0400 2021-05-18 S 1,000 $279.00 d 11,076 direct -0.1906 0.1079 0.1942 3 -1.795 4

BRADLEY WILLIAM PATRICK III - Officer EVP, FUND SERVICES

2021-05-18 17:26:50 -0400 2021-05-18 S 1,000 $277.00 d 13,076 direct 2.7764 2.2626 2.9761 4 0.0 1

ZARRILLI STEPHEN T - Director

2021-05-17 17:28:51 -0400 2021-05-14 A 367 $268.04 a 6,320 direct -2.1771 -1.2658 0.7342 5 -2.1771 2

HOLT TIMOTHY A - Director

2021-05-17 17:30:05 -0400 2021-05-14 A 617 $268.04 a 27,944 direct -2.1771 -1.2658 0.7342 5 -2.1771 2

FLEMING SUSAN S. - Director

2021-05-17 17:31:31 -0400 2021-05-14 A 387 $268.04 a 14,641 direct -2.1771 -1.2658 0.7342 5 -2.1771 2

JONES MELODY L - Director

2021-05-17 17:29:08 -0400 2021-05-14 A 396 $268.04 a 6,432 direct -2.1771 -1.2658 0.7342 5 -2.1771 2

MORRIS W HOWARD - Director

2021-05-17 17:30:26 -0400 2021-05-14 A 304 $268.04 a 304 direct -2.1771 -1.2658 0.7342 5 -2.1771 2

GREIG PAUL G - Director

2021-05-17 17:29:33 -0400 2021-05-14 A 385 $268.04 a 1,785 direct -2.1771 -1.2658 0.7342 5 -2.1771 2

BAIN PETER L - Director

2021-05-17 17:31:01 -0400 2021-05-14 A 370 $268.04 a 1,759 direct -2.1771 -1.2658 0.7342 5 -2.1771 2

BRADLEY WILLIAM PATRICK III - Officer EVP, FUND SERVICES

2021-05-10 17:27:21 -0400 2021-05-07 S 1,000 $278.25 d 14,076 direct -4.2024 4.8737 4.8737 6 -4.2024 2

SMIRL RICHARD W - Officer EVP & CHIEF OPERATING OFFICER

2021-05-05 17:26:17 -0400 2021-05-03 A 1,823 a 1,823 direct -0.4515 -6.1662 -4.7755 7.7087 20 -8.7599 5

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 21:45:03 UTC -0.17 0.25 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 21:15:03 UTC -0.17 0.25 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 20:45:02 UTC -0.17 0.25 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 20:15:04 UTC -0.17 0.25 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 19:45:03 UTC -0.17 0.25 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 19:15:03 UTC -0.17 0.25 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 18:45:02 UTC -0.2315 0.3115 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 18:15:03 UTC -0.2315 0.3115 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 17:45:02 UTC -0.2315 0.3115 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 17:15:03 UTC -0.2315 0.3115 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 16:45:03 UTC -0.2672 0.3472 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 16:15:03 UTC -0.2672 0.3472 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 15:45:03 UTC -0.2672 0.3472 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 15:15:03 UTC -0.2672 0.3472 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 14:45:03 UTC -0.1893 0.2693 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 14:15:02 UTC -0.1893 0.2693 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 13:45:03 UTC -0.1893 0.2693 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 13:15:03 UTC -0.1893 0.2693 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-23 12:45:03 UTC -0.1893 0.2693 350000
VIRTUS INVESTMENT PARTNERS VRTS 2021-06-22 22:15:03 UTC -0.1893 0.2693 350000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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