VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

144 hedge funds and large institutions have $682M invested in Virtus Investment Partners in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
45
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
$10.9M
2
OAM
Oxford Asset Management
United Kingdom
$4.65M
3
Renaissance Technologies
Renaissance Technologies
New York
$4.04M
4
CCMG
Clark Capital Management Group
Pennsylvania
$3.41M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.23M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$30.9M
2
NM
Newtyn Management
New York
$8.06M
3
MCM
Marcato Capital Management
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$3.43M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$2.36K – – –
HFM
127
Hartford Financial Management
Connecticut
$2K – – –
CAW
128
Cornerstone Advisors (Washington)
Washington
$2K – – –
WTC
129
WhitTier Trust Company
Nevada
$1K – – –
TF
130
Tompkins Financial
New York
$1K – – –
PFBT
131
Parkside Financial Bank & Trust
Missouri
$1K – – –
BC
132
Bartlett & Co
Ohio
$1K – – –
JCM
133
Jacobi Capital Management
Pennsylvania
$1K – – –
HGWM
134
Harvest Group Wealth Management
Massachusetts
$1K – – –
GWM
135
Geneos Wealth Management
Colorado
$1K – – –
FGAM
136
Financial Gravity Asset Management
Texas
$1K +$143 +1 +17%
JFA
137
JNBA Financial Advisors
Minnesota
$1K +$1K +5 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +7 New
SPIA
139
Steward Partners Investment Advisory
New York
$1K +$1K +18 New
BCWM
140
Bartlett & Co Wealth Management
Ohio
$537 – – –
GT
141
Glenmede Trust
Pennsylvania
$10 – – –
MCM
142
Marcato Capital Management
California
– -$6.88M -70,500 Closed
Wellington Management Group
143
Wellington Management Group
Massachusetts
– -$4.1M -42,069 Closed
SSA
144
Schonfeld Strategic Advisors
New York
– -$224K -2,300 Closed
LC
145
Loews Corp
New York
– -$211K -2,167 Closed
EMG
146
Ellington Management Group
Connecticut
– -$205K -2,100 Closed
PCM
147
Penserra Capital Management
California
– -$115K -945 Closed
FHA
148
Flagship Harbor Advisors
Massachusetts
– -$19K -200 Closed
KPW
149
Kore Private Wealth
New York
– -$5K -54 Closed
WAM
150
Wealthspire Advisors (Maryland)
Maryland
– -$5K -47 Closed
2 3 4 5
6