VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

182 hedge funds and large institutions have $1.36B invested in Virtus Investment Partners in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
46
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$29.1M
2
Bank of America
2
Bank of America
North Carolina
$41.4M
3
BlackRock
3
BlackRock
New York
$264M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$5.72M
5
EIP
5
Epoch Investment Partners
New York
$8.95M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$564K
2
VVP
2
Vulcan Value Partners
Alabama
$64.1M
3
NM
3
Newtyn Management
New York
$10.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$30K -$40.1K -187 -57%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$26K +$24.3K +114 +1,425%
FMB
153
Field & Main Bank
Kentucky
$24K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$22K +$22K +100 New
RMC
155
Resources Management Corp
Connecticut
$22K +$22K +100 New
FPS
156
Fieldpoint Private Securities
Connecticut
$17K +$17K +80 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$16K +$16K +73 New
FCA
158
FinTrust Capital Advisors
South Carolina
$16K +$16K +868 New
QCG
159
Quadrant Capital Group
Ohio
$10K +$1.7K +8 +21%
US Bancorp
160
US Bancorp
Minnesota
$9K +$2.57K +12 +40%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$6K +$1.29K +6 +27%
FFA
162
Freedman Financial Associates
Massachusetts
$6K +$6K +27 New
HWA
163
Heritage Wealth Advisors
Virginia
$5K – – –
RAM
164
Riggs Asset Management
Pennsylvania
$5K +$5K +25 New
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$4K +$2.35K +10 +143%
ASN
166
Advisory Services Network
Georgia
$4K +$2.95K +14 +280%
HFM
167
Hartford Financial Management
Connecticut
$3K – – –
BWP
168
Baldwin Wealth Partners
Massachusetts
$3K – – –
EI
169
Ellevest Inc
New York
$2K -$857 -3 -30%
WTC
170
WhitTier Trust Company
Nevada
$2K – – –
TFO
171
Tarbox Family Office
California
$2K – – –
JCM
172
Jacobi Capital Management
Pennsylvania
$2K – – –
BWA
173
BDO Wealth Advisors
Florida
$2K – – –
PWMG
174
Prestige Wealth Management Group
New Jersey
$2K – – –
SN
175
Sittner & Nelson
Oregon
$2K +$2K +9 New
4 5 6
7
8