Virtus Investment Partners Inc (VRTS)

FINANCE: CORPORATE FINANCE
SIC: SERVICES-PREPACKAGED SOFTWARE

Virtus Investment Partners, Inc. provides investment management products and services to individuals and institutions in the United States. The company operates a multi-manager asset management business, comprising various individual affiliated managers, each with its own investment style, autonomous investment process, and individual brand. It supplements the investment capabilities of its affiliated managers partnering with select unaffiliated sub-advisors whose strategies are not available to retail mutual fund customers. The company is headquartered in Hartford, Connecticut.

Data as of 2020-09-12
Market Cap1.035 Billion Shares Outstanding7.664 Million Avg 30-day Volume35.376 Thousand
P/E Ratio20.2 Dividend Yield2.43 EPS6.68
Price/Sales1.819 Price cash flow ratio24.6 Price free cash flow ratio-2.8
Book Value85.87 Price to Tangible Book14.28 Alpha-0.01
Short Interest Ratio % Short Interest to Float R-squared0.408382
BETA1.704 52-week High/Low148.24 / 55.37 Stddev0.113932

Are you looking for this stock instead?

View SEC Filings from VRTS instead.
Q2 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 2 1 100.0% 2 (0.13%) 1 (0.06%) 100.0%
Funds Holding: 140 147 -4.76% 29 (1.89%) 31 (1.98%) -6.45%
13F shares: 6.385 Million 6.346 Million 0.61% 1.86 Million 1.901 Million -2.19%
% Ownership 83.3069 82.4675 1.02% 24.2644 24.7085 -1.8%
New Positions: 16 18 -11.11% 5 7 -28.57%
Increased Positions 50 63 -20.63% 12 8 50.0%
Closed Positions 22 28 -21.43% 7 10 -30.0%
Reduced Positions 46 41 12.2% 9 14 -35.71%
Total Calls 0 0
Total Puts 0 0
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

View recent insider trading info

Funds Holding VRTS (via 13F filings)

Refresh Download CSV Download Excel (.xlsx) Download TSV
Filter by:
to
to
to
Refresh
*Shares are split adjusted
*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

Please sign in first

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

20 Thousand total shares from 10 transactions

Exercise Derivative Conversion (M)

480 total shares from 1 transactions

Current/Former Insiders

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

PENA MARDELLE W EVP, CHIEF HR OFFICER

  • Officer
14,240 2020-08-17 2

WALTMAN FRANCIS G EVP, PRODUCT MANAGEMENT

  • Officer
17,845 2020-08-12 2

TREANOR MARK C

  • Director
30,305 2020-05-18 2

HOLT TIMOTHY A

  • Director
27,327 2020-05-18 1

FLEMING SUSAN S.

  • Director
14,754 2020-05-18 2

JONES MELODY L

  • Director
6,036 2020-05-18 1

ZARRILLI STEPHEN T

  • Director
5,953 2020-05-18 1

GREIG PAUL G

  • Director
1,400 2020-05-18 3

BAIN PETER L

  • Director
1,389 2020-05-18 3

AYLWARD GEORGE R DIRECTOR, CEO AND PRESIDENT

  • Officer
  • Director
239,636 2020-03-13 1

ANGERTHAL MICHAEL A EVP, CHIEF FINANCIAL OFFICER

  • Officer
69,112 2020-03-13 1

BRADLEY WILLIAM PATRICK III EVP, FUND SERVICES

  • Officer
15,319 2020-03-13 1

MANDINACH BARRY M. EVP, HEAD OF DISTRIBUTION

  • Officer
18,261 2020-03-13 1

HILLS WENDY J EVP, CLO, GC & SECRETARY

  • Officer
5,171 2020-03-13 1

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

PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

2020-08-19 17:00:33 -0400 2020-08-17 F 211 $143.18 d 14,240 direct -0.5273 -0.2494 0.228 4 -0.9049 5

PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

2020-08-19 17:00:33 -0400 2020-08-17 M 480 $25.51 a 14,451 direct -0.5273 -0.2494 0.228 4 -0.9049 5

PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

2020-08-19 17:00:33 -0400 2020-08-17 M 480 d 0 direct

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-13 S 110 $144.61 d 17,836 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-13 S 3,782 $141.52 d 23,954 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-13 S 1,714 $143.22 d 17,946 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-13 S 100 $145.77 d 17,736 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-13 S 4,294 $142.45 d 19,660 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-12 S 4,190 $142.84 d 33,546 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-12 S 1,295 $144.53 d 29,036 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-12 S 500 $147.56 d 27,736 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-12 S 3,215 $143.67 d 30,331 direct -2.1092 -2.207 0.0 1 -2.5003 5

WALTMAN FRANCIS G - Officer EVP, PRODUCT MANAGEMENT

2020-08-14 16:42:23 -0400 2020-08-12 S 800 $146.72 d 28,236 direct -2.1092 -2.207 0.0 1 -2.5003 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

Elevate your investments