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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 %
RAM
101
Riggs Asset Management
Pennsylvania
$2K – – –
Creative Planning
102
Creative Planning
Kansas
$1K -$7.13K -107 -88%
HFM
103
Hartford Financial Management
Connecticut
$1K – – –
CA
104
CapWealth Advisors
Tennessee
$1K – – –
WA
105
WFG Advisors
Texas
$1K – – –
UFA
106
US Financial Advisors
Massachusetts
$1K – – –
MWM
107
MinichMacGregor Wealth Management
New York
$1K – – –
ASN
108
Advisory Services Network
Georgia
$1K – – –
CFG
109
Citizens Financial Group
Rhode Island
$1K +$1K +12 New
IIM
110
Ipswich Investment Management
Massachusetts
$1K +$1K +12 New
CRC
111
Curi RMB Capital
Illinois
– -$14.9M -126,637 Closed
WA
112
Wasatch Advisors
Utah
– -$5.68M -48,382 Closed
PCM
113
PAR Capital Management
Massachusetts
– -$5.29M -45,000 Closed
RFC
114
Russell Frank Company
Washington
– -$3.94M -33,218 Closed
Wellington Management Group
115
Wellington Management Group
Massachusetts
– -$2.33M -19,857 Closed
PCR
116
Potrero Capital Research
California
– -$1.53M -13,000 Closed
IP
117
Interval Partners
New York
– -$1.4M -11,916 Closed
GAM
118
Gotham Asset Management
New York
– -$916K -7,797 Closed
DCM
119
Dupont Capital Management
Delaware
– -$723K -6,152 Closed
GH
120
GAM Holding
Switzerland
– -$717K -6,100 Closed
FMT
121
First Mercantile Trust
Tennessee
– -$560K -4,770 Closed
SCM
122
Sterling Capital Management
North Carolina
– -$552K -4,700 Closed
DTL
123
Dynamic Technology Lab
Singapore
– -$495K -4,213 Closed
Goldman Sachs
124
Goldman Sachs
New York
– -$392K -3,336 Closed
PPA
125
Parametric Portfolio Associates
Washington
– -$370K -3,151 Closed
2 3 4
5
6