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Virtus Investment Partners
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Overview Fund Activity

150 hedge funds and large institutions have $1.25B invested in Virtus Investment Partners in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
18
Increased
65
Reduced
44
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$132M
2
Invesco
2
Invesco
Georgia
$10.5M
3
TCGI
3
Three Corner Global Investors
New York
$7.46M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$109M
5
BTW
5
Boston Trust Walden
Massachusetts
$53.4M

Top Sellers

1
SCM
1
Sirios Capital Management
Massachusetts
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
PI
3
Putnam Investments
Massachusetts
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$779K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$141M 704,856 +22,000 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$132M 659,547 +243,157 +58%
Vanguard Group
3
Vanguard Group
Pennsylvania
$109M 544,868 +35,568 +7%
HCM
4
Huber Capital Management
California
$102M 507,899 +6,179 +1%
BFA
5
BlackRock Fund Advisors
California
$74.8M 373,763 +12,102 +3%
BTW
6
Boston Trust Walden
Massachusetts
$53.4M 266,694 +34,851 +15%
BIT
7
BlackRock Institutional Trust
California
$38.2M 190,703 +6,756 +4%
Goldman Sachs
8
Goldman Sachs
New York
$34.2M 170,909 +13,265 +8%
State Street
9
State Street
Massachusetts
$29.3M 146,269 +16,471 +13%
GA
10
Geneva Advisors
Illinois
$28.6M 143,207 -2,605 -2%
CRC
11
Curi RMB Capital
Illinois
$27.4M 136,915 +10,938 +9%
WC
12
Weatherbie Capital
Massachusetts
$26.7M 133,450 +5,188 +4%
Franklin Resources
13
Franklin Resources
California
$23.4M 116,924 +14,912 +15%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$22.1M 110,482 -23,005 -17%
Wells Fargo
15
Wells Fargo
California
$21.1M 105,529 +102 +0.1%
Northern Trust
16
Northern Trust
Illinois
$20.9M 104,700 +9,381 +10%
MCM
17
Munder Capital Management
Michigan
$20.9M 104,659 +1,989 +2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$20.8M 104,200 +9,989 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$20.8M 104,071 -592 -0.6%
O
20
OppenheimerFunds
New York
$18.4M 92,140 +8,080 +10%
Norges Bank
21
Norges Bank
Norway
$14.1M 70,555 – –
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$13.9M 69,353 -713 -1%
WA
23
Wasatch Advisors
Utah
$11.8M 58,850 +85 +0.1%
TIM
24
Thornburg Investment Management
New Mexico
$11.4M 57,026 +6,843 +14%
Invesco
25
Invesco
Georgia
$10.5M 52,622 +46,043 +700%
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