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Virtus Investment Partners
VRTS

Overview Fund Activity

121 hedge funds and large institutions have $680M invested in Virtus Investment Partners in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
49
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Huber Capital Management
California
$51.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$22.2M
3
ZIG
3
Zuckerman Investment Group
Illinois
$15.9M
4
LCP
4
Lombardia Capital Partners
California
$5.9M
5
GIP
5
Granite Investment Partners
California
$5.55M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$85.7M
3
ACM
3
Apex Capital Management
Ohio
$0
4
AP
4
AHL Partners
United Kingdom
$0
5
Ameriprise
5
Ameriprise
Minnesota
$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$12K +$12K +119 New
IPC
102
Independent Portfolio Consultants
Florida
$7K +$7K +70 New
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$7K +$7K +74 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$5K -$217 -2 -4%
US Bancorp
105
US Bancorp
Minnesota
$5K – – –
GT
106
Glenmede Trust
Pennsylvania
$4K +$1.53K +18 +62%
RAM
107
Riggs Asset Management
Pennsylvania
$3K – – –
SIM
108
Sonora Investment Management
Arizona
$3K +$3K +25 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$2K +$632 +6 +46%
WA
110
WFG Advisors
Texas
$1K -$1K -10 -50%
CA
111
CapWealth Advisors
Tennessee
$1K – – –
BC
112
Bartlett & Co
Ohio
$1K – – –
BAM
113
Bruderman Asset Management
New York
$1K – – –
UFA
114
US Financial Advisors
Massachusetts
$1K – – –
HFM
115
Hartford Financial Management
Connecticut
$1K – – –
Bessemer Group
116
Bessemer Group
New Jersey
$1K – – –
WTB
117
Washington Trust Bank
Washington
$1K +$1K +11 New
Creative Planning
118
Creative Planning
Kansas
$1K +$1K +14 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$466 +$15 +148 +3%
Goldman Sachs
120
Goldman Sachs
New York
– -$18.5M -139,530 Closed
ACM
121
Apex Capital Management
Ohio
– -$7.36M -55,630 Closed
AP
122
AHL Partners
United Kingdom
– -$6.89M -52,113 Closed
SCM
123
Snow Capital Management
Pennsylvania
– -$3.38M -25,575 Closed
HK
124
Horizon Kinetics
New York
– -$2.56M -19,365 Closed
Stifel Financial
125
Stifel Financial
Missouri
– -$1.28M -9,674 Closed
2 3 4
5
6