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Virtus Investment Partners
VRTS

Overview Fund Activity

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
Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.36%
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
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$132M
2
Invesco
Invesco
Georgia
$10.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$109M
4
BTW
Boston Trust Walden
Massachusetts
$53.4M
5
Citadel Advisors
Citadel Advisors
Florida
$7.12M

Top Sellers

1
SCM
Sirios Capital Management
Massachusetts
$0
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
3
PI
Putnam Investments
Massachusetts
$0
4
Deutsche Bank
Deutsche Bank
Germany
$779K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$53K – – –
KBC Group
127
KBC Group
Belgium
$44K -$50.5K -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 -$215K -1,085 -91%
FNBT
131
FineMark National Bank & Trust
Florida
$21K +$981 +5 +5%
First Manhattan
132
First Manhattan
New York
$15K +$1.36K +7 +10%
IWC
133
Integrated Wealth Counsel
California
$13K – – –
Creative Planning
134
Creative Planning
Kansas
$13K – – –
WEC
135
Winslow Evans & Crocker
Massachusetts
$13K +$13K +65 New
WA
136
WFG Advisors
Texas
$10K +$6K +30 +150%
BJ
137
BlackRock Japan
Japan
$8K – – –
US Bancorp
138
US Bancorp
Minnesota
$6K -$188 -1 -3%
WIL
139
Winifred I. Li
$4K – – –
WA
140
WealthTrust-Arizona
Arizona
$2K -$182 -1 -8%
HFM
141
Hartford Financial Management
Connecticut
$2K – – –
BFEC
142
Benjamin F. Edwards & Company
Missouri
$2K +$2K +10 New
RFA
143
Reilly Financial Advisors
California
$2K +$2K +11 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03K +$134 +669 +15%
NES
145
New England Securities
New York
$1K -$857 -6 -46%
Bessemer Group
146
Bessemer Group
New Jersey
$1K – – –
PSI
147
Pinnacle Summer Investments
Virginia
$1K – – –
BC
148
Bartlett & Co
Ohio
$1K – – –
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$400 -$371K -1,853 -100%
SCM
150
Sirios Capital Management
Massachusetts
– -$20.8M -127,710 Closed
3 4 5
6
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