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Virtus Investment Partners
VRTS

Overview Fund Activity

152 hedge funds and large institutions have $1.15B invested in Virtus Investment Partners in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
4.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
25
Increased
53
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$189M
2
VVP
Vulcan Value Partners
Alabama
$43M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$40.1M
4
Goldman Sachs
Goldman Sachs
New York
$39.5M
5
WC
Weatherbie Capital
Massachusetts
$32.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$46.4M
2
GA
Geneva Advisors
Illinois
$296K
3
O
OppenheimerFunds
New York
$0
4
Invesco
Invesco
Georgia
$1.17M
5
BA
BlackRock Advisors
Delaware
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$75K – – –
QT
127
Quantbot Technologies
New York
$69K +$69K +400 New
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K – – –
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$50K +$23K +134 +85%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$46K – – –
MCM
131
Mazama Capital Management
Oregon
$42K +$42K +241 New
BlackRock
132
BlackRock
New York
$37K -$2.7M -15,300 -99%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$23K -$23K -132 -50%
FHA
134
First Horizon Advisors
Tennessee
$21K +$21K +125 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$20K -$6.96K -40 -26%
First Manhattan
136
First Manhattan
New York
$13K – – –
IWC
137
Integrated Wealth Counsel
California
$12K – – –
Creative Planning
138
Creative Planning
Kansas
$11K – – –
WA
139
WFG Advisors
Texas
$9K – – –
US Bancorp
140
US Bancorp
Minnesota
$8K +$2.67K +16 +50%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$6.11K +$5.74K +31 +1,550%
WIL
142
Winifred I. Li
$3K – – –
KBC Group
143
KBC Group
Belgium
$2K -$42.4K -212 -95%
HFM
144
Hartford Financial Management
Connecticut
$2K – – –
NES
145
New England Securities
New York
$2K +$833 +5 +71%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$2K +$2K +11 New
Bessemer Group
147
Bessemer Group
New Jersey
$1K – – –
PSI
148
Pinnacle Summer Investments
Virginia
$1K – – –
BC
149
Bartlett & Co
Ohio
$1K – – –
GGPS
150
Gary Goldberg Planning Services
New York
$1K +$1K +5 New
3 4 5
6
7