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Virtus Investment Partners
VRTS

Overview Fund Activity

146 hedge funds and large institutions have $911M invested in Virtus Investment Partners in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
45
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$69.5M
2
BlackRock
2
BlackRock
New York
$130M
3
Millennium Management
3
Millennium Management
New York
$12M
4
NAP
4
New Amsterdam Partners
New York
$4.55M
5
MP
5
Mangrove Partners
Connecticut
$14.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$44M
2
HCM
2
Huber Capital Management
California
$38.9M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$15.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
101
Penserra Capital Management
California
$120K +$8.44K +66 +8%
RCM
102
Riverhead Capital Management
Delaware
$103K – – –
NA
103
Neuburgh Advisers
California
$92K – – –
BWA
104
BDO Wealth Advisors
Florida
$90K +$90K +700 New
AIP
105
Ameritas Investment Partners
Nebraska
$75K – – –
MYIA
106
Mount Yale Investment Advisors
Colorado
$73K -$1.15K -9 -2%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$67K -$4.1K -32 -6%
AIS
108
AlphaOne Investment Services
Pennsylvania
$58K -$134K -1,055 -70%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$55K – – –
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$51.6K -$236K -1,844 -82%
AG
111
Advisor Group
Arizona
$31K +$25.8K +198 +495%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$28K +$6.24K +49 +29%
LIA
113
LS Investment Advisors
Michigan
$27K – – –
FHA
114
Flagship Harbor Advisors
Massachusetts
$25K +$25K +200 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$24K +$1.94K +15 +9%
VCM
116
Versant Capital Management
Arizona
$18K – – –
FMB
117
Field & Main Bank
Kentucky
$15K – – –
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K +$14K +106 New
GT
119
Glenmede Trust
Pennsylvania
$11K +$7.69K +58 +232%
TFA
120
Toth Financial Advisory
Virginia
$11K +$11K +85 New
SWA
121
Sutton Wealth Advisors
Florida
$9.72K – – –
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$9K – – –
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$6K -$130 -1 -2%
US Bancorp
124
US Bancorp
Minnesota
$4K -$800 -7 -17%
FGAM
125
Financial Gravity Asset Management
Texas
$3K -$231 -2 -7%
2 3 4
5
6