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Virtus Investment VRTS

US equityMarket cap rank #3345
$130.91 −$1.11 (-0.84%)
Pre-market · Oct 8, 7:00 am ET · After hours $131.00 +0.07%
Open$130.71
Prev close$132.02
Day range$129.89 – $132.39
Volume165.4K
Market cap$866.98M
P/E (TTM)7.5
Dividend yield7.22%

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership92.0%+0.69 pts vs. prior quarter
Institutions holding285-2 vs. prior quarter
Insider trades (recent)31 buys / 19 sellsNet buying
Short interest8.06% of floatDays to cover 4.8 · as of 15 Sep 2026
Short-sale volume share23.5%5-day average of daily volume

Short-sale volume as % of daily volume

13%19%25%31%Sep '26Sep '26Oct '26

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: +$2.08M (15 inflow days, 5 outflow days).

Net flow by order size, last 20 sessions

+$810.3KSuper+$1.3MBig+$504.2KMid−$402.3KSmall

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 39.7% of shares outstanding.

Largest holders

  • BlackRock15.95%
  • Vanguard Portfolio Management, LLC6.80%
  • State Street Global Advisors6.77%
  • Victory Capital Management Inc.5.33%
  • Vanguard Capital Management, LLC4.86%
  • Dimensional Fund Advisors4.77%
  • AQR Capital Management4.27%
  • Charles Schwab Investment Management4.22%

By investor type

  • Mutual Fund77.15%
  • Hedge Fund10.47%
  • Individual/Insider6.26%
  • Public Company1.58%
  • Insurance Company1.21%
  • Government Pension Fund0.83%
  • Private Company0.61%
  • Family Office/Trust0.15%

Reported short interest has risen from 7.62% to 8.06% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).

Recent institutional activity

HolderTypePeriodShare changeNew stake
Nuveen Asset Management LLC Insurance Company 2026/Q3 +51,159 1.1%
AQR Capital Management Hedge Fund 2026/Q3 +152,156 4.3%
BlackRock Mutual Fund 2026/Q3 +57,246 16.0%
J.P. Morgan Asset Management, Inc. Mutual Fund 2026/Q3 +49,958 2.0%
Bessemer Investment Management LLC Mutual Fund 2026/Q3 +42,824 0.6%
Teachers Insurance and Annuity Association-College Retirement Equities Fund Mutual Fund 2026/Q3 +38,240 1.1%
Victory Capital Management Inc. Mutual Fund 2026/Q3 +34,921 5.3%
FMR Mutual Fund 2026/Q3 +24,133 0.5%
The Glenmede Trust Company, National Association Mutual Fund 2026/Q3 +22,238 1.2%
Two Sigma Investments, LP Hedge Fund 2026/Q3 +21,389 1.6%
Charles Schwab Investment Management Mutual Fund 2026/Q3 +20,531 4.2%
ExodusPoint Capital Management, LP Hedge Fund 2026/Q3 +12,533 0.2%
XTX Markets Limited Private Company 2026/Q3 +10,683 0.2%
Dimensional Fund Advisors Mutual Fund 2026/Q3 +10,600 4.8%
Susquehanna Fundamental Investments, LLC Mutual Fund 2026/Q3 +10,147 0.2%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

DateInsiderTitleTransactionSharesPriceHeld after
14 Sep 2026 W. Morris Independent Director Open Market Disposition -435 $138.59 7,236
2 Aug 2026 Michael Angerthal Chief Financial Officer Open Market Disposition -14,975 $170.29 55,860
15 Jun 2026 Barry Mandinach Executive VP & Head of Distribution Open Market Disposition -5,000 $145.25 6,135
19 May 2026 Timothy Holt Independent Non-Executive Chairperson Other Acquisition +1,377 $137.93 33,178
19 May 2026 Peter Bain Independent Director Other Acquisition +806 $137.93 4,819
19 May 2026 Paul Greig Independent Director Other Acquisition +833 $137.93 4,993
19 May 2026 Melody Jones Independent Director Other Acquisition +842 $137.93 9,714
19 May 2026 John Weisenseel Director Other Acquisition +779 $137.93 1,388
19 May 2026 W. Morris Independent Director Other Acquisition +779 $137.93 7,671
12 Mar 2026 George Aylward Chief Executive Officer Sale to Issuer -3,940 $126.11 270,298
12 Mar 2026 George Aylward Chief Executive Officer Other Acquisition +12,688 $126.11 21,149
12 Mar 2026 Michael Angerthal Chief Financial Officer Sale to Issuer -772 $126.11 70,835
12 Mar 2026 Michael Angerthal Chief Financial Officer Other Acquisition +5,155 $126.11 7,601
12 Mar 2026 Barry Mandinach Executive VP & Head of Distribution Sale to Issuer -741 $126.11 11,135
12 Mar 2026 Barry Mandinach Executive VP & Head of Distribution Other Acquisition +3,093 $126.11 4,680
12 Mar 2026 Richard Smirl Chief Operating Officer Sale to Issuer -1,121 $126.11 9,498
12 Mar 2026 Richard Smirl Chief Operating Officer Other Acquisition +5,155 $126.11 7,800
12 Mar 2026 Elizabeth Lieberman Executive Vice President Sale to Issuer -143 $126.11 –
12 Mar 2026 Elizabeth Lieberman Executive Vice President Other Acquisition +2,448 $126.11 –
12 Mar 2026 Andra Purkalitis Executive VP, Chief Legal Officer, General Counsel & Corporate Secretary Sale to Issuer -390 $126.11 881

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report dateShares short% of floatDays to cover
15 Sep 2026 533,773 8.1% 4.8
31 Aug 2026 515,108 7.8% 5.5
14 Aug 2026 444,937 6.7% 3.0
31 Jul 2026 443,548 6.6% 3.0
15 Jul 2026 426,311 6.4% 3.1
30 Jun 2026 509,070 7.6% 3.7

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