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Virtus Investment Partners
VRTS

Overview Fund Activity

153 hedge funds and large institutions have $991M invested in Virtus Investment Partners in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 35 reducing their positions, and 23 closing their positions.

Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
79
Reduced
35
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Huber Capital Management
California
$81.6M
2
BTW
2
Boston Trust Walden
Massachusetts
$37.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.6M
4
SCM
4
Sirios Capital Management
Massachusetts
$20.8M
5
MCM
5
Munder Capital Management
Michigan
$16.7M

Top Sellers

1
HK
1
Horizon Kinetics
New York
$8.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.09M
3
AIG
3
American International Group
New York
$727K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.7M
5
Millennium Management
5
Millennium Management
New York
$638K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M 682,856 +38,765 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.8M 509,300 +89,873 +21%
HCM
3
Huber Capital Management
California
$81.6M 501,720 +183,803 +58%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$67.7M 416,390 +19,066 +5%
BFA
5
BlackRock Fund Advisors
California
$58.8M 361,661 +87,407 +32%
BTW
6
Boston Trust Walden
Massachusetts
$37.7M 231,843 +156,202 +207%
BIT
7
BlackRock Institutional Trust
California
$29.9M 183,947 +18,372 +11%
Goldman Sachs
8
Goldman Sachs
New York
$25.6M 157,644 +152,080 +2,733%
GA
9
Geneva Advisors
Illinois
$23.7M 145,812 +2,854 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$21.7M 133,487 -13,322 -9%
State Street
11
State Street
Massachusetts
$21.1M 129,798 +10,152 +8%
WC
12
Weatherbie Capital
Massachusetts
$20.9M 128,262 +28,860 +29%
SCM
13
Sirios Capital Management
Massachusetts
$20.8M 127,710 +105,450 +474%
CRC
14
Curi RMB Capital
Illinois
$20.5M 125,977 +69,886 +125%
Wells Fargo
15
Wells Fargo
California
$17.1M 105,427 +79,301 +304%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$17M 104,663 +6,093 +6%
MCM
17
Munder Capital Management
Michigan
$16.7M 102,670 +102,670 New
Franklin Resources
18
Franklin Resources
California
$16.6M 102,012 +46,129 +83%
Northern Trust
19
Northern Trust
Illinois
$15.5M 95,319 +1,747 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$15.3M 94,211 +13,158 +16%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$14M 86,324 +6,324 +8%
O
22
OppenheimerFunds
New York
$13.7M 84,060 +19,590 +30%
Norges Bank
23
Norges Bank
Norway
$11.5M 70,555 +19,243 +38%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$11.4M 70,066 -1,092 -2%
WA
25
Wasatch Advisors
Utah
$9.56M 58,765 +3,451 +6%
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