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Virtus Investment Partners
VRTS

Overview Fund Activity

135 hedge funds and large institutions have $862M invested in Virtus Investment Partners in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
48
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$34.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.8M
3
Invesco
Invesco
Georgia
+$8.19M
4
MP
Mangrove Partners
Connecticut
+$5.07M
5
ACL
Azora Capital LP
Florida
+$4.56M

Top Sellers

1
HCM
Huber Capital Management
California
-$9.35M
2
Citadel Advisors
Citadel Advisors
Florida
-$9.31M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$8.87M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$7.96M
5
Millennium Management
Millennium Management
New York
-$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$73K – – –
MYIA
102
Mount Yale Investment Advisors
Colorado
$72K +$72K +579 New
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$69K +$4.97K +40 +8%
Citigroup
104
Citigroup
New York
$56K -$1.07M -8,607 -95%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$53K – – –
LIA
106
LS Investment Advisors
Michigan
$26K +$2.7K +22 +12%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$22K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$21K +$860 +7 +4%
VCM
109
Versant Capital Management
Arizona
$18K – – –
FMB
110
Field & Main Bank
Kentucky
$14K – – –
SWA
111
Sutton Wealth Advisors
Florida
$9.41K – – –
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$9K – – –
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
AG
114
Advisor Group
Arizona
$5K – – –
US Bancorp
115
US Bancorp
Minnesota
$5K +$833 +7 +20%
RAM
116
Riggs Asset Management
Pennsylvania
$3K – – –
FGC
117
Financial Gravity Companies
Texas
$3K +$2.14K +20 +250%
FMA
118
FNY Managed Accounts
New York
$3K +$3K +28 New
FGAM
119
Financial Gravity Asset Management
Texas
$3K +$3K +28 New
GT
120
Glenmede Trust
Pennsylvania
$2K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$2K – – –
GWM
122
Geneos Wealth Management
Colorado
$1K -$250 -3 -20%
RFC
123
Regions Financial Corp
Alabama
$1K – – –
BC
124
Bartlett & Co
Ohio
$1K – – –
IWM
125
IHT Wealth Management
Illinois
$1K – – –
2 3 4
5
6