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Virtus Investment Partners
VRTS

Overview Fund Activity

140 hedge funds and large institutions have $646M invested in Virtus Investment Partners in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
22
Increased
40
Reduced
38
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$48M
2
NM
Newtyn Management
New York
$14.8M
3
WCM Investment Management
WCM Investment Management
California
$12.2M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$4.35M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$57.6M

Top Sellers

1
HCM
Huber Capital Management
California
$9.41M
2
Invesco
Invesco
Georgia
$1.83M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$554K
4
Victory Capital Management
Victory Capital Management
Texas
$30.1M
5
FAM
Fred Alger Management
New York
$181K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$1K +$333 +2 +50%
FGAM
127
Financial Gravity Asset Management
Texas
$1K +$1K +6 New
GWM
128
Geneos Wealth Management
Colorado
$1K +$1K +12 New
HGWM
129
Harvest Group Wealth Management
Massachusetts
$1K +$1K +14 New
CAW
130
Cornerstone Advisors (Washington)
Washington
$1K +$1K +15 New
BCWM
131
Bartlett & Co Wealth Management
Ohio
$488 – – –
GT
132
Glenmede Trust
Pennsylvania
$9 – – –
SFM
133
Systematic Financial Management
New Jersey
– -$1.18M -14,845 Closed
Renaissance Technologies
134
Renaissance Technologies
New York
– -$662K -8,329 Closed
KBC Group
135
KBC Group
Belgium
– -$596K -7,498 Closed
Lazard Asset Management
136
Lazard Asset Management
New York
– -$250K -3,157 Closed
BWA
137
BDO Wealth Advisors
Florida
– -$56K -700 Closed
MWNA
138
Marshall Wace North America
New York
– -$36K -457 Closed
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$29K -370 Closed
OAM
140
Oppenheimer Asset Management
New York
– -$28K -355 Closed
CBT
141
Capital Bank & Trust
California
– -$12K -156 Closed
MNBTD
142
Moody National Bank Trust Division
Texas
– -$4K -52 Closed
PRC
143
Pearl River Capital
Michigan
– -$4K -50 Closed
IIM
144
Ipswich Investment Management
Massachusetts
– -$1K -12 Closed
IA
145
IFP Advisors
Florida
– -$1K -10 Closed
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
– -$1K -9 Closed
JA
147
JOYN Advisors
Georgia
– -$1K -9 Closed
RFC
148
Regions Financial Corp
Alabama
– -$1K -8 Closed
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