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Virtus Investment Partners
VRTS

Overview Fund Activity

138 hedge funds and large institutions have $732M invested in Virtus Investment Partners in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
69
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$80.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$24.6M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$21.1M
4
Citadel Advisors
Citadel Advisors
Florida
$18.6M
5
FAM
Fred Alger Management
New York
$17.3M

Top Sellers

1
HCM
Huber Capital Management
California
$42M
2
RA
Royce & Associates
New York
$8.06M
3
VVP
Vulcan Value Partners
Alabama
$101M
4
SFM
Systematic Financial Management
New Jersey
$0
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$2K – – –
Creative Planning
127
Creative Planning
Kansas
$2K – – –
AG
128
Advisor Group
Arizona
$2K – – –
GT
129
Glenmede Trust
Pennsylvania
$2K +$2K +25 New
IWM
130
IHT Wealth Management
Illinois
$1K – – –
SPIA
131
Steward Partners Investment Advisory
New York
$1K – – –
BC
132
Bartlett & Co
Ohio
$1K – – –
ASN
133
Advisory Services Network
Georgia
$1K +$1K +10 New
AssetMark Inc
134
AssetMark Inc
California
$1K +$1K +14 New
HFM
135
Hartford Financial Management
Connecticut
$1K +$1K +14 New
SFM
136
Systematic Financial Management
New Jersey
– -$2.81M -23,825 Closed
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
– -$797K -6,751 Closed
BFM
138
Boothbay Fund Management
New York
– -$494 -4,185 Closed
Robeco Institutional Asset Management
139
Robeco Institutional Asset Management
Netherlands
– -$403K -3,419 Closed
BCM
140
Bayesian Capital Management
New York
– -$379K -3,209 Closed
Los Angeles Capital Management
141
Los Angeles Capital Management
California
– -$356K -3,012 Closed
AG
142
Aperio Group
California
– -$205K -1,737 Closed
SG Americas Securities
143
SG Americas Securities
New York
– -$164K -1,393 Closed
Russell Investments Group
144
Russell Investments Group
United Kingdom
– -$93K -785 Closed
BAM
145
Bruderman Asset Management
New York
– -$1K -5 Closed
BWM
146
Baystate Wealth Management
Massachusetts
– -$1K -1 Closed
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