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Virtus Investment Partners

150 hedge funds and large institutions have $1.25B invested in Virtus Investment Partners in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 44

26% more capital invested

Capital invested by funds: $991M → $1.25B (+$256M)

2% less funds holding

Funds holding: 153150 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
18
Increased
65
Reduced
44
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$53K
KBC Group
127
KBC Group
Belgium
$44K -$49K -255 -53%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$31K
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$31K
TRCT
130
Tower Research Capital (TRC)
New York
$21K -$208K -1,085 -91%
FNBT
131
FineMark National Bank & Trust
Florida
$21K +$960 +5 +5%
First Manhattan
132
First Manhattan
New York
$15K +$1.34K +7 +10%
Creative Planning
133
Creative Planning
Kansas
$13K
IWC
134
Integrated Wealth Counsel
California
$13K
WEC
135
Winslow Evans & Crocker
Massachusetts
$13K +$12.5K +65 New
WA
136
WFG Advisors
Texas
$10K +$5.76K +30 +150%
BJ
137
BlackRock Japan
Japan
$8K
US Bancorp
138
US Bancorp
Minnesota
$6K -$192 -1 -3%
WIL
139
Winifred I. Li
$4K
WA
140
WealthTrust-Arizona
Arizona
$2K -$192 -1 -8%
HFM
141
Hartford Financial Management
Connecticut
$2K
BFEC
142
Benjamin F. Edwards & Company
Missouri
$2K +$1.92K +10 New
RFA
143
Reilly Financial Advisors
California
$2K +$2.11K +11 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03K +$128K +669 +15%
NES
145
New England Securities
New York
$1K -$1.15K -6 -46%
BC
146
Bartlett & Co
Ohio
$1K
Bessemer Group
147
Bessemer Group
New Jersey
$1K
PSI
148
Pinnacle Summer Investments
Virginia
$1K
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$400 -$356K -1,853 -100%
SCM
150
Sirios Capital Management
Massachusetts
-$20.8M -127,710 Closed