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Virtus Investment Partners
VRTS

Overview Fund Activity

156 hedge funds and large institutions have $1.16B invested in Virtus Investment Partners in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 59 reducing their positions, and 19 closing their positions.

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
4.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
28
Increased
44
Reduced
59
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M
2
Citadel Advisors
2
Citadel Advisors
Florida
$50.5M
3
PCM
3
PAR Capital Management
Massachusetts
$12.2M
4
Invesco
4
Invesco
Georgia
$6.55M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$4.74M

Top Sellers

1
MCM
1
Munder Capital Management
Michigan
$0
2
VVP
2
Vulcan Value Partners
Alabama
$22.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Norges Bank
4
Norges Bank
Norway
$12.3M
5
TCGI
5
Three Corner Global Investors
New York
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$53K 303 -26 -8%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$50K 285 – –
Citigroup
128
Citigroup
New York
$48K 276 +188 +214%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$44K 256 -8 -3%
BlackRock
130
BlackRock
New York
$39K 221 – –
Creative Planning
131
Creative Planning
Kansas
$38K 221 -128 -37%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$23K 132 – –
CSS
133
Cubist Systematic Strategies
Connecticut
$20K 114 -343 -75%
FHA
134
First Horizon Advisors
Tennessee
$20K 119 -43 -27%
FMB
135
Field & Main Bank
Kentucky
$19K 111 +111 New
Barclays
136
Barclays
United Kingdom
$15K 86 -42 -33%
First Manhattan
137
First Manhattan
New York
$13K 77 – –
US Bancorp
138
US Bancorp
Minnesota
$12K 68 +8 +13%
WA
139
WFG Advisors
Texas
$7K 40 -10 -20%
RAM
140
Riggs Asset Management
Pennsylvania
$4K 25 +25 New
NES
141
New England Securities
New York
$2K 12 -7 -37%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$2K 11 – –
HFM
143
Hartford Financial Management
Connecticut
$2K 14 – –
CA
144
CapWealth Advisors
Tennessee
$2K 13 +13 New
Bessemer Group
145
Bessemer Group
New Jersey
$1K 5 -5 -50%
GGPS
146
Gary Goldberg Planning Services
New York
$1K 5 – –
BC
147
Bartlett & Co
Ohio
$1K 5 – –
PSI
148
Pinnacle Summer Investments
Virginia
$1K 5 – –
GAM
149
Gemmer Asset Management
California
$1K 8 – –
UOTTAIMCU
150
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K 6 +6 New
3 4 5
6
7