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Virtus Investment Partners
VRTS

Overview Fund Activity

127 hedge funds and large institutions have $699M invested in Virtus Investment Partners in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
38
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$25.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.2M
4
RA
4
Royce & Associates
New York
$24.5M
5
SFM
5
Systematic Financial Management
New Jersey
$2.81M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.94M
2
GIP
2
Granite Investment Partners
California
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$45.8M
4
Northern Trust
4
Northern Trust
Illinois
$7.58M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
101
Riverhead Capital Management
Delaware
$35K – – –
NIT
102
NumerixS Investment Technologies
British Columbia, Canada
$35K +$35K +300 New
NA
103
Neuburgh Advisers
California
$26K +$26K +224 New
LIA
104
LS Investment Advisors
Michigan
$25K – – –
MA
105
MUFG Americas
New York
$17K +$17K +146 New
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$16K +$12.8K +108 +400%
QT
107
Quantbot Technologies
New York
$16K +$16K +139 New
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$12K -$108K -900 -90%
PCM
109
Prelude Capital Management
New York
$12K -$24K -200 -67%
US Bancorp
110
US Bancorp
Minnesota
$10K – – –
SWA
111
Sutton Wealth Advisors
Florida
$8.97K – – –
AG
112
Advisor Group
Arizona
$4K +$1.71K +12 +75%
RAM
113
Riggs Asset Management
Pennsylvania
$3K – – –
GWM
114
Geneos Wealth Management
Colorado
$2K – – –
Creative Planning
115
Creative Planning
Kansas
$2K +$133 +1 +7%
SPIA
116
Steward Partners Investment Advisory
New York
$2K +$2K +18 New
VCM
117
Versant Capital Management
Arizona
$2K +$2K +21 New
BC
118
Bartlett & Co
Ohio
$1K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$1K – – –
BAM
120
Bruderman Asset Management
New York
$1K – – –
BWM
121
Baystate Wealth Management
Massachusetts
$1K +$1K +1 New
IWM
122
IHT Wealth Management
Illinois
$1K +$1K +11 New
BFM
123
Boothbay Fund Management
New York
$494 +$494 +4,185 New
GIP
124
Granite Investment Partners
California
– -$8.82M -90,176 Closed
IP
125
Interval Partners
New York
– -$2.33M -23,758 Closed
2 3 4
5
6