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Virtus Investment Partners
VRTS

Overview Fund Activity

125 hedge funds and large institutions have $762M invested in Virtus Investment Partners in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
44
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30M
3
WC
3
Weatherbie Capital
Massachusetts
$25.1M
4
Franklin Resources
4
Franklin Resources
California
$39.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$29.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VVP
2
Vulcan Value Partners
Alabama
$49.2M
3
HCM
3
Huber Capital Management
California
$50.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.9M
5
RA
5
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$26K +$3.41K +29 +15%
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$25K +$16.4K +141 +191%
PAM
103
Panagora Asset Management
Massachusetts
$15K -$1.31M -11,281 -99%
VCM
104
Versant Capital Management
Arizona
$15K +$15K +133 New
Creative Planning
105
Creative Planning
Kansas
$14K +$12.4K +108 +771%
TRCT
106
Tower Research Capital (TRC)
New York
$12K +$12K +100 New
IPC
107
Independent Portfolio Consultants
Florida
$11K +$2.44K +20 +29%
US Bancorp
108
US Bancorp
Minnesota
$6K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$6K +$692 +6 +13%
GT
110
Glenmede Trust
Pennsylvania
$6K +$1.14K +11 +23%
QCG
111
Quadrant Capital Group
Ohio
$5K +$5K +49 New
RAM
112
Riggs Asset Management
Pennsylvania
$3K – – –
CA
113
CapWealth Advisors
Tennessee
$2K – – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$2K – – –
BC
115
Bartlett & Co
Ohio
$1K – – –
WA
116
WFG Advisors
Texas
$1K – – –
BAM
117
Bruderman Asset Management
New York
$1K – – –
UFA
118
US Financial Advisors
Massachusetts
$1K – – –
HFM
119
Hartford Financial Management
Connecticut
$1K – – –
Bessemer Group
120
Bessemer Group
New Jersey
$1K – – –
ASN
121
Advisory Services Network
Georgia
$1K +$1K +10 New
MWM
122
MinichMacGregor Wealth Management
New York
$1K +$1K +13 New
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$545 – – –
Citadel Advisors
124
Citadel Advisors
Florida
– -$13.9M -138,279 Closed
SCP
125
Scoria Capital Partners
Connecticut
– -$3.06M -30,396 Closed
2 3 4
5
6