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Virtus Investment Partners
VRTS

Overview Fund Activity

160 hedge funds and large institutions have $742M invested in Virtus Investment Partners in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
52
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$135M
2
Millennium Management
Millennium Management
New York
$10.8M
3
Marshall Wace
Marshall Wace
United Kingdom
$4.35M
4
Goldman Sachs
Goldman Sachs
New York
$6.41M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.73M

Top Sellers

1
MP
Mangrove Partners
Connecticut
$0
2
Victory Capital Management
Victory Capital Management
Texas
$20.5M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
4
3C
361 Capital
Colorado
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$30K +$15.4K +123 +105%
MOACM
127
Mutual of America Capital Management
New York
$28K -$1.33K -11 -5%
AG
128
Advisor Group
Arizona
$16K -$7.53K -64 -32%
SWA
129
Sutton Wealth Advisors
Florida
$15.3K – – –
GT
130
Glenmede Trust
Pennsylvania
$15K +$3.55K +31 +31%
FMB
131
Field & Main Bank
Kentucky
$14K – – –
IFAM
132
Institutional & Family Asset Management
Colorado
$14K +$14K +117 New
VCM
133
Versant Capital Management
Arizona
$12K – – –
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$12K +$12K +99 New
IUHSA
135
Itau Unibanco Holding S.A.
Brazil
$8K +$8K +69 New
KPW
136
Kore Private Wealth
New York
$7K +$7K +54 New
US Bancorp
137
US Bancorp
Minnesota
$5K -$22.1K -168 -82%
AssetMark Inc
138
AssetMark Inc
California
$5K +$3.3K +29 +193%
RAM
139
Riggs Asset Management
Pennsylvania
$3K – – –
TFO
140
Tarbox Family Office
California
$3K +$3K +28 New
NFG
141
Next Financial Group
Texas
$3K +$3K +28 New
HWA
142
Heritage Wealth Advisors
Virginia
$2.8K – – –
BCA
143
Berman Capital Advisors
Georgia
$2K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$2K – – –
TF
145
Tompkins Financial
New York
$2K – – –
HFM
146
Hartford Financial Management
Connecticut
$2K – – –
AIM
147
Aigen Investment Management
New York
$2K +$2K +16 New
EI
148
Ellevest Inc
New York
$2K +$2K +18 New
HGWM
149
Harvest Group Wealth Management
Massachusetts
$1K – – –
GWM
150
Geneos Wealth Management
Colorado
$1K – – –
3 4 5
6
7