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Virtus Investment Partners

121 hedge funds and large institutions have $733M invested in Virtus Investment Partners in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

28% more capital invested

Capital invested by funds: $572M → $733M (+$161M)

13% more funds holding

Funds holding: 107121 (+14)

32% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 47

Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
32
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
101
Independent Portfolio Consultants
Florida
$9K -$2.19K -25 -21%
US Bancorp
102
US Bancorp
Minnesota
$8K +$876 +10 +13%
SWA
103
Sutton Wealth Advisors
Florida
$7.44K
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$3K -$62.3K -711 -96%
RAM
105
Riggs Asset Management
Pennsylvania
$2K
TCIM
106
TIAA CREF Investment Management
New York
$1.93K -$21.7K -248 -1%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$1K -$3.24K -37 -80%
AG
108
Advisor Group
Arizona
$1K
ASN
109
Advisory Services Network
Georgia
$1K
CA
110
CapWealth Advisors
Tennessee
$1K
CFG
111
Citizens Financial Group
Rhode Island
$1K
Creative Planning
112
Creative Planning
Kansas
$1K
WA
113
WFG Advisors
Texas
$1K
HFM
114
Hartford Financial Management
Connecticut
$1K +$1.23K +14 New
GWM
115
Geneos Wealth Management
Colorado
$1K +$1.67K +19 New
VOYA Investment Management
116
VOYA Investment Management
Georgia
$311 -$10.7K -122 -4%
ZIG
117
Zuckerman Investment Group
Illinois
-$13M -182,173 Closed
Nomura Holdings
118
Nomura Holdings
Japan
-$1.22M -17,000 Closed
ARTA
119
A.R.T. Advisors
New York
-$510K -7,165 Closed
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
-$69K -973 Closed
OSAM
121
O'Shaughnessy Asset Management
Connecticut
-$9K -126 Closed
NFG
122
Next Financial Group
Texas
+$175 +2 New