We are live on ! Find out more
VRTS icon

Virtus Investment Partners

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.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

6% less funds holding

Funds holding: 129121 (-8)

22% less capital invested

Capital invested by funds: $870M → $680M (-$190M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$12K +$13.7K +119 New
IPC
102
Independent Portfolio Consultants
Florida
$7K +$8.06K +70 New
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$7K +$8.52K +74 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$5K -$230 -2 -4%
US Bancorp
105
US Bancorp
Minnesota
$5K
GT
106
Glenmede Trust
Pennsylvania
$4K +$2.07K +18 +62%
RAM
107
Riggs Asset Management
Pennsylvania
$3K
SIM
108
Sonora Investment Management
Arizona
$3K +$2.88K +25 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$2K +$691 +6 +46%
WA
110
WFG Advisors
Texas
$1K -$1.15K -10 -50%
BC
111
Bartlett & Co
Ohio
$1K
Bessemer Group
112
Bessemer Group
New Jersey
$1K
BAM
113
Bruderman Asset Management
New York
$1K
CA
114
CapWealth Advisors
Tennessee
$1K
HFM
115
Hartford Financial Management
Connecticut
$1K
UFA
116
US Financial Advisors
Massachusetts
$1K
WTB
117
Washington Trust Bank
Washington
$1K +$1.27K +11 New
Creative Planning
118
Creative Planning
Kansas
$1K +$1.61K +14 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$466 +$17K +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