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Virtus Investment Partners
VRTS

Overview Fund Activity

141 hedge funds and large institutions have $753M invested in Virtus Investment Partners in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-6
Holders Change %
-4.08%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
52
Reduced
46
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$14.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
$93.2M
3
VVP
Vulcan Value Partners
Alabama
$49.3M
4
AC
AWH Capital
Texas
$6.8M
5
Charles Schwab
Charles Schwab
California
$9.35M

Top Sellers

1
PCM
Peregrine Capital Management
Minnesota
$0
2
Morgan Stanley
Morgan Stanley
New York
$2.78M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
4
Millennium Management
Millennium Management
New York
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$2K -$35.2K -317 -95%
HFM
127
Hartford Financial Management
Connecticut
$2K – – –
RAM
128
Riggs Asset Management
Pennsylvania
$2K – – –
AssetMark Inc
129
AssetMark Inc
California
$1K -$11.8K -59 -92%
TFO
130
Tarbox Family Office
California
$1K -$2.8K -28 -74%
EI
131
Ellevest Inc
New York
$1K -$750 -9 -43%
WTC
132
WhitTier Trust Company
Nevada
$1K – – –
JFA
133
JNBA Financial Advisors
Minnesota
$1K – – –
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1K – – –
PWMG
135
Prestige Wealth Management Group
New Jersey
$1K – – –
JCM
136
Jacobi Capital Management
Pennsylvania
$1K – – –
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +7 New
PCM
138
Peregrine Capital Management
Minnesota
– -$10.3M -135,373 Closed
PFMOSF
139
Philadelphia Financial Management of San Francisco
California
– -$5.61M -73,670 Closed
Millennium Management
140
Millennium Management
New York
– -$5.4M -70,958 Closed
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
– -$542K -7,125 Closed
SCM
142
Solas Capital Management
Connecticut
– -$460K -6,043 Closed
SFM
143
Systematic Financial Management
New Jersey
– -$318K -4,175 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
– -$304K -4,000 Closed
AL
145
AJO LP
Pennsylvania
– -$265K -3,493 Closed
6M
146
6 Meridian
Kansas
– -$208K -2,728 Closed
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
– -$172K -2,260 Closed
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
– -$152K -2,000 Closed
MAM
149
Meeder Asset Management
Ohio
– -$42K -553 Closed
Lazard Asset Management
150
Lazard Asset Management
New York
– -$33K -444 Closed
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6
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