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Virtus Investment Partners
VRTS

Overview Fund Activity

149 hedge funds and large institutions have $876M invested in Virtus Investment Partners in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
25
Increased
39
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.23M
2
PE
Point72 Europe
United Kingdom
$5.01M
3
WCM Investment Management
WCM Investment Management
California
$25.6M
4
SSA
Schonfeld Strategic Advisors
New York
$15.6M
5
EIP
Epoch Investment Partners
New York
$2.19M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$49.9M
2
BlackRock
BlackRock
New York
$163M
3
Vanguard Group
Vanguard Group
Pennsylvania
$105M
4
Brown Advisory
Brown Advisory
Maryland
$37M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$11K -$268 -2 -2%
Millennium Management
127
Millennium Management
New York
$9.55K +$9.55K +68,905 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +49 New
QCG
129
Quadrant Capital Group
Ohio
$5K – – –
US Bancorp
130
US Bancorp
Minnesota
$4K +$667 +5 +20%
HWA
131
Heritage Wealth Advisors
Virginia
$3.19K – – –
PFBT
132
Parkside Financial Bank & Trust
Missouri
$3K – – –
WTC
133
WhitTier Trust Company
Nevada
$2K – – –
HFM
134
Hartford Financial Management
Connecticut
$2K – – –
BWP
135
Baldwin Wealth Partners
Massachusetts
$2K +$2K +13 New
EI
136
Ellevest Inc
New York
$1K -$200 -2 -17%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$1K – – –
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1K – – –
AssetMark Inc
139
AssetMark Inc
California
$1K – – –
JFA
140
JNBA Financial Advisors
Minnesota
$1K – – –
TFO
141
Tarbox Family Office
California
$1K – – –
JCM
142
Jacobi Capital Management
Pennsylvania
$1K – – –
PWMG
143
Prestige Wealth Management Group
New Jersey
$1K – – –
ASN
144
Advisory Services Network
Georgia
$1K +$1K +5 New
BWA
145
BDO Wealth Advisors
Florida
$1K +$1K +7 New
SG Americas Securities
146
SG Americas Securities
New York
– -$1.96M -16,861 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.04M -8,900 Closed
MSL
148
Mackay Shields LLC
New York
– -$651K -5,600 Closed
Barrow, Hanley, Mewhinney & Strauss
149
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$625K -5,376 Closed
Jane Street
150
Jane Street
New York
– -$473K -4,066 Closed
3 4 5
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