NCV (Virtus Convertible &ome Fund) Institutional Ownership: 29.13% (As of Jul. 27, 2026)

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NCV Virtus Convertible & Income Fund NCV
50 GF Score
Price $16.54
GF Value $55.59
Valuation Significantly Undervalued
! 5 Warning Signs
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What is Virtus Convertible &ome Fund Institutional Ownership?

Virtus Convertible &ome Fund NCV -1.14% 50 Institutional Ownership is 29.13% as of Jul. 27, 2026. GuruFocus rates NCV with a GF Score™ of 50/100 and a GF Value™ of $55.59 (Significantly Undervalued). The stock has 5 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Virtus Convertible &ome Fund's institutional ownership is 29.13%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Virtus Convertible &ome Fund's Insider Ownership is 0.18%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Virtus Convertible &ome Fund's Float Percentage Of Total Shares Outstanding is 83.04%.

Virtus Convertible &ome Fund Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Virtus Convertible &ome Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Virtus Convertible &ome Fund Institutional Ownership Chart

Virtus Convertible &ome Fund Historical Data

The historical data trend for Virtus Convertible &ome Fund can be seen below:

2025-08-31 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 3.30 1.76 1.79 28.20 28.94 28.83 2.96 2.64 2.21 2.09
NCV
50GF Score
Virtus Convertible & Income Fund NCV
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Virtus Convertible &ome Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 29.13% mean?
Virtus Convertible &ome Fund (NCV) has a Institutional Ownership of 29.13% as of Jul. 27, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Virtus Convertible &ome Fund and its competitors.
Is Virtus Convertible &ome Fund's Institutional Ownership too high?
Virtus Convertible &ome Fund's current Institutional Ownership is 29.13%. Overall, Virtus Convertible &ome Fund has a GF Score™ of 50/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Convertible &ome Fund's Institutional Ownership compare to MYN and FOF?
Virtus Convertible &ome Fund's Institutional Ownership of 29.13% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Virtus Convertible &ome Fund and its competitors. Virtus Convertible &ome Fund's current Institutional Ownership is 29.13%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Convertible &ome Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus Convertible &ome Fund (NCV) is currently considered Significantly Undervalued. The stock's GF Value™ is $55.59, compared to a current price of $16.54 — trading 70.2% below its estimated fair value. The current Institutional Ownership is 29.13%. Virtus Convertible &ome Fund's overall GF Score™ is 50/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Virtus Convertible &ome Fund (NCV), the current Institutional Ownership is 29.13% as of Jul. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Virtus Convertible &ome Fund (NCV) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Convertible &ome Fund stock appears to be undervalued. The current stock price of $16.54 is trading 70.2% below its estimated GF Value™ of $55.59. GuruFocus considers Virtus Convertible &ome Fund to be Significantly Undervalued.

Key valuation signals for NCV:

  • Institutional Ownership: 29.13%
  • GF Value™: $55.59 vs. price of $16.54 (70.2% below fair value)
  • GF Score™: 50/100 with 5 warning signs

No single metric tells the full story. See the NCV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Virtus Convertible &ome Fund Business Description

Other Exchanges NCVpA.PFD:USA
Address 101 Munson Street, Greenfield, MA, USA, 01301-9683
Virtus Convertible & Income Fund is a diversified, closed-end management investment company. Its investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. It intends to achieve the objective by investing in a portfolio of domestic convertible securities and non-convertible income-producing securities. Its portfolio of investments includes Software, the Internet, the Commercial Services sector in the form of Convertible Bonds and Notes, and Media, Oil, Gas & Consumable Fuels, and Entertainment sector in the form of Corporate Bonds and Notes.
50GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.54
Price
$55.59
GF Value