VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

134 hedge funds and large institutions have $792M invested in Virtus Investment Partners in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
53
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24.5M
2
WCM Investment Management
2
WCM Investment Management
California
$6.34M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$30.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.59M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$30.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$10.5M
3
Ameriprise
3
Ameriprise
Minnesota
$4.67M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$68K – – –
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$59K -$6.42K -56 -10%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$50K – – –
DCM
104
Delpha Capital Management
New York
$23K +$23K +198 New
LIA
105
LS Investment Advisors
Michigan
$22K -$2.78K -24 -11%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$19K -$1.33M -11,961 -99%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$19K +$695 +6 +4%
VCM
108
Versant Capital Management
Arizona
$16K – – –
FMB
109
Field & Main Bank
Kentucky
$13K +$13K +111 New
PHK
110
Point72 Hong Kong
Hong Kong
$13K +$13K +113 New
TRCT
111
Tower Research Capital (TRC)
New York
$12K -$142K -1,185 -92%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$12K -$6K -50 -33%
RWA
113
Ropes Wealth Advisors
Massachusetts
$11K – – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$9K +$616 +5 +7%
SWA
115
Sutton Wealth Advisors
Florida
$8.74K – – –
AG
116
Advisor Group
Arizona
$5K +$1.5K +12 +43%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.81K +17 +57%
US Bancorp
118
US Bancorp
Minnesota
$4K – – –
RAM
119
Riggs Asset Management
Pennsylvania
$3K – – –
SPIA
120
Steward Partners Investment Advisory
New York
$2K – – –
GT
121
Glenmede Trust
Pennsylvania
$2K – – –
IWM
122
IHT Wealth Management
Illinois
$1K – – –
BC
123
Bartlett & Co
Ohio
$1K – – –
WTC
124
WhitTier Trust Company
Nevada
$1K – – –
HFM
125
Hartford Financial Management
Connecticut
$1K – – –
2 3 4
5
6