NCV

Virtus Convertible & Income

Latest period2026 - Q1Total superinvestors60

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 60 superinvestors own shares of Virtus Convertible & Income (NCV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Virtus Convertible & Income (NCV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Virtus Convertible & Income (NCV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Virtus Convertible & Income (NCV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 3.97%
0.01%
$19.409M
1.304M shares@ 14.89 avg price
Eric Brodwin@Congress Park Capital Llc
Recent Activity
Increased 9.14%
3.67%
$11.939M
802,324 shares@ 14.89 avg price
David Han@Saba Capital Management, L.p.
Recent Activity
Increased 373.32%
0.3%
$10.767M
723,578 shares@ 14.89 avg price
John Webber@Advisors Asset Management, Inc.
Recent Activity
Decreased -14.02%
0.15%
$8.944M
601,076 shares@ 14.89 avg price
Robert A. Saperstein@Guggenheim Capital Llc
Recent Activity
Increased 23.52%
0.05%
$6.211M
417,402 shares@ 14.89 avg price
Katherine Drury@Penserra Capital Management Llc
Recent Activity
Decreased -43.25%
0.07%
$5.633M
378,576 shares@ 14.88 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 0.19%
0.01%
$5.511M
370,347 shares@ 14.88 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 2.58%
0.01%
$4.082M
273,944 shares@ 14.91 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -4.43%
0.01%
$3.868M
259,920 shares@ 14.88 avg price
James D Sullivan@Private Advisor Group, Llc
Recent Activity
Increased 21.36%
0.02%
$2.445M
164,322 shares@ 14.89 avg price

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