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Virtus Investment Partners
VRTS

Overview Fund Activity

114 hedge funds and large institutions have $467M invested in Virtus Investment Partners in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-11
Holders Change %
-8.8%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
46
Reduced
27
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$64.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$30.3M
3
HCM
3
Huber Capital Management
California
$43.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.1M
5
CC
5
Cannell Capital
Wyoming
$4.07M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.1M
2
Wells Fargo
2
Wells Fargo
California
$8.03M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
WC
4
Weatherbie Capital
Massachusetts
$9M
5
WA
5
Wasatch Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
76
Municipal Employees' Retirement System of Michigan
Michigan
$109K – – –
RCM
77
Riverhead Capital Management
Delaware
$105K -$28.3K -361 -21%
Legal & General Group
78
Legal & General Group
United Kingdom
$104K – – –
UBS Group
79
UBS Group
Switzerland
$99K +$6.19K +79 +7%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$97K +$80.2K +1,027 +478%
MSA
81
Mason Street Advisors
Wisconsin
$91K +$5.93K +76 +7%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$85.5K -$38.8K -497 -31%
Canada Life
83
Canada Life
Manitoba, Canada
$85K +$51K +654 +150%
Teacher Retirement System of Texas
84
Teacher Retirement System of Texas
Texas
$67K +$16.3K +209 +32%
PI
85
PineBridge Investments
New York
$62K -$8.81K -113 -12%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$47K +$47K +600 New
KBC Group
87
KBC Group
Belgium
$43K +$43K +552 New
BlackRock
88
BlackRock
New York
$38K +$18.6K +242 +96%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$26K – – –
LIA
90
LS Investment Advisors
Michigan
$19K – – –
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$16K -$1.33K -17 -8%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$14K -$30.3K -370 -68%
VCM
93
Versant Capital Management
Arizona
$14K +$3.83K +50 +38%
PAM
94
Panagora Asset Management
Massachusetts
$10K – – –
IPC
95
Independent Portfolio Consultants
Florida
$9K +$2.25K +30 +33%
Barclays
96
Barclays
United Kingdom
$7K +$7K +81 New
GT
97
Glenmede Trust
Pennsylvania
$5K +$1.38K +22 +38%
US Bancorp
98
US Bancorp
Minnesota
$4K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$4K +$75 +1 +2%
Geode Capital Management
100
Geode Capital Management
Massachusetts
$3.56K +$63 +810 +2%
2 3
4
5 6