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Virtus Investment Partners
VRTS

Overview Fund Activity

145 hedge funds and large institutions have $767M invested in Virtus Investment Partners in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
52
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$12.9M
2
BlackRock
BlackRock
New York
+$4.48M
3
MP
Mangrove Partners
Connecticut
+$4.29M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$3M
5
Goldman Sachs
Goldman Sachs
New York
+$2.7M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$36.4M
2
Millennium Management
Millennium Management
New York
-$9.47M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.26M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.96M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
101
BDO Wealth Advisors
Florida
$80K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$67K – – –
MYIA
103
Mount Yale Investment Advisors
Colorado
$62K +$3.88K +38 +7%
AIS
104
AlphaOne Investment Services
Pennsylvania
$61K +$9.51K +84 +18%
AG
105
Advisor Group
Arizona
$54K +$27.2K +242 +102%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$49K – – –
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$43.3K -$2.5K -22 -5%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$25K +$13K +115 +108%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$24K -$110 -1 -0.5%
LIA
110
LS Investment Advisors
Michigan
$24K – – –
FHA
111
Flagship Harbor Advisors
Massachusetts
$23K – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$22K +$687 +6 +3%
VCM
113
Versant Capital Management
Arizona
$16K – – –
TRCT
114
Tower Research Capital (TRC)
New York
$15K -$126K -1,086 -89%
MOACM
115
Mutual of America Capital Management
New York
$15K +$12K +109 +404%
FMB
116
Field & Main Bank
Kentucky
$13K – – –
SWA
117
Sutton Wealth Advisors
Florida
$8.65K – – –
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$8K -$111 -1 -1%
SEI Investments
119
SEI Investments
Pennsylvania
$6K +$6K +52 New
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$5K +$106 +1 +2%
US Bancorp
121
US Bancorp
Minnesota
$4K – – –
FGAM
122
Financial Gravity Asset Management
Texas
$3K +$111 +1 +4%
SPIA
123
Steward Partners Investment Advisory
New York
$2K – – –
HFM
124
Hartford Financial Management
Connecticut
$2K – – –
RAM
125
Riggs Asset Management
Pennsylvania
$2K – – –
3 4
5
6 7