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Virtus Investment Partners
VRTS

Overview Fund Activity

177 hedge funds and large institutions have $1.48B invested in Virtus Investment Partners in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-5
Holders Change %
-2.75%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
52
Reduced
66
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$301M
2
Bank of America
Bank of America
North Carolina
$54.1M
3
Goldman Sachs
Goldman Sachs
New York
$15.7M
4
SSA
Schonfeld Strategic Advisors
New York
$40.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.3M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$37M
2
WCM Investment Management
WCM Investment Management
California
$26.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$80.7M
4
Prudential Financial
Prudential Financial
New Jersey
$4.33M
5
Northern Trust
Northern Trust
Illinois
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
151
Resources Management Corp
Connecticut
$24K – – –
AIC
152
Ameritas Investment Company
Nebraska
$19.5K +$19.5K +83 New
FPS
153
Fieldpoint Private Securities
Connecticut
$19K – – –
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.8K +$18.8K +80 New
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$17K – – –
QCG
156
Quadrant Capital Group
Ohio
$11K – – –
US Bancorp
157
US Bancorp
Minnesota
$10K – – –
EVM
158
Eaton Vance Management
Massachusetts
$9K +$9K +37 New
PFBT
159
Parkside Financial Bank & Trust
Missouri
$7K – – –
EP
160
Eudaimonia Partners
Tennessee
$7K +$7K +30 New
FFA
161
Freedman Financial Associates
Massachusetts
$6K – – –
RAM
162
Riggs Asset Management
Pennsylvania
$6K – – –
HWA
163
Heritage Wealth Advisors
Virginia
$5.42K – – –
HI
164
Harbour Investments
Wisconsin
$4K +$4K +17 New
WTC
165
WhitTier Trust Company
Nevada
$3K – – –
HFM
166
Hartford Financial Management
Connecticut
$3K – – –
JCM
167
Jacobi Capital Management
Pennsylvania
$2K – – –
SN
168
Sittner & Nelson
Oregon
$2K – – –
PWMG
169
Prestige Wealth Management Group
New Jersey
$2K – – –
TFO
170
Tarbox Family Office
California
$2K – – –
GLLW
171
Graves Light Lenhart Wealth
Virginia
$2K – – –
EI
172
Ellevest Inc
New York
$2K +$600 +3 +43%
TWA
173
TCI Wealth Advisors
Arizona
$2K +$2K +9 New
FHA
174
First Horizon Advisors
Tennessee
$2K +$2K +12 New
AIG
175
American International Group
New York
$1.14K -$13 -56 -1%
5 6
7
8 9