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Virtus Investment Partners
VRTS

Overview Fund Activity

137 hedge funds and large institutions have $808M invested in Virtus Investment Partners in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
57
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$108M
2
Millennium Management
2
Millennium Management
New York
$9.52M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$8.66M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.24M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.3M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$51M
2
Deutsche Bank
2
Deutsche Bank
Germany
$7.69M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$78.3M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$29.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$19.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$149K 1,285 +1,285 New
AIS
102
AlphaOne Investment Services
Pennsylvania
$136K 1,170 +1,170 New
MCIM
103
Meadow Creek Investment Management
Georgia
$134K 1,156 +204 +21%
EP
104
Elkfork Partners
Oregon
$110K 952 +168 +21%
EA
105
Edge Advisors
Georgia
$109K 942 -944 -50%
PI
106
PineBridge Investments
New York
$104K 896 +22 +3%
GHCM
107
Glen Harbor Capital Management
California
$87K 748 +132 +21%
RCM
108
Riverhead Capital Management
Delaware
$70K 602 +69 +13%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$66K 571 +6 +1%
IR
110
Invictus RG
Bermuda
$66K 570 +570 New
NA
111
Neuburgh Advisers
California
$63K 544 +96 +21%
AIP
112
Ameritas Investment Partners
Nebraska
$62K 589 – –
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$50K 431 – –
PCM
114
Penserra Capital Management
California
$42K 369 +59 +19%
LIA
115
LS Investment Advisors
Michigan
$25K 214 – –
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$18K 158 +102 +182%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$17K 150 – –
VCM
118
Versant Capital Management
Arizona
$17K 147 +111 +308%
RWA
119
Ropes Wealth Advisors
Massachusetts
$11K 98 +98 New
OAM
120
Oppenheimer Asset Management
New York
$10K 88 -4 -4%
SWA
121
Sutton Wealth Advisors
Florida
$8.82K 76 – –
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$8K 68 -68 -50%
AssetMark Inc
123
AssetMark Inc
California
$5K 41 – –
AG
124
Advisor Group
Arizona
$4K 28 – –
US Bancorp
125
US Bancorp
Minnesota
$4K 35 – –
2 3 4
5
6