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Virtus Investment Partners
VRTS

Overview Fund Activity

138 hedge funds and large institutions have $541M invested in Virtus Investment Partners in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-7
Holders Change %
-4.83%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
50
Reduced
33
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$31.1M
2
MP
2
Mangrove Partners
Connecticut
$23.5M
3
NM
3
Newtyn Management
New York
$5.98M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.7M
5
WCM Investment Management
5
WCM Investment Management
California
$5.85M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.64M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$0
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$31.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
101
LS Investment Advisors
Michigan
$17K – – –
FHA
102
Flagship Harbor Advisors
Massachusetts
$15K – – –
MOACM
103
Mutual of America Capital Management
New York
$14K +$3.18K +40 +29%
VCM
104
Versant Capital Management
Arizona
$13K +$2.14K +29 +20%
CBT
105
Capital Bank & Trust
California
$12K +$12K +156 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$11K -$4.76K -58 -30%
SWA
107
Sutton Wealth Advisors
Florida
$6.04K – – –
SEI Investments
108
SEI Investments
Pennsylvania
$6K – – –
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$6K +$1.09K +16 +22%
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
PRC
111
Pearl River Capital
Michigan
$4K +$4K +50 New
MNBTD
112
Moody National Bank Trust Division
Texas
$4K +$4K +52 New
AQA
113
Alpha Quant Advisors
Texas
$4K +$4K +53 New
KPW
114
Kore Private Wealth
New York
$4K +$4K +54 New
US Bancorp
115
US Bancorp
Minnesota
$2K -$800 -10 -29%
RAM
116
Riggs Asset Management
Pennsylvania
$2K – – –
FGC
117
Financial Gravity Companies
Texas
$2K +$2K +23 New
RCAG
118
Rehmann Capital Advisory Group
Michigan
$1.75K +$1.75K +22 New
TF
119
Tompkins Financial
New York
$1K – – –
JCM
120
Jacobi Capital Management
Pennsylvania
$1K – – –
WTC
121
WhitTier Trust Company
Nevada
$1K – – –
RFC
122
Regions Financial Corp
Alabama
$1K – – –
HFM
123
Hartford Financial Management
Connecticut
$1K – – –
HWA
124
Heritage Wealth Advisors
Virginia
$1K – – –
JA
125
JOYN Advisors
Georgia
$1K +$667 +6 +200%
3 4
5
6 7