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Virtus Investment Partners
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Overview Fund Activity

147 hedge funds and large institutions have $1.43B invested in Virtus Investment Partners in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
147
Holders Change
-5
Holders Change %
-3.29%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
62
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$39.5M
2
WA
2
Wasatch Advisors
Utah
$31M
3
Norges Bank
3
Norges Bank
Norway
$29.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$58.9M
5
WC
5
Weatherbie Capital
Massachusetts
$48.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$175M
2
BTW
2
Boston Trust Walden
Massachusetts
$36.8M
3
Wells Fargo
3
Wells Fargo
California
$17.9M
4
BFA
4
BlackRock Fund Advisors
California
$76M
5
TIM
5
Thornburg Investment Management
New Mexico
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$175M 828,041 -262,529 -24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M 552,986 -13,573 -2%
HCM
3
Huber Capital Management
California
$110M 521,824 -2,708 -0.5%
BFA
4
BlackRock Fund Advisors
California
$76M 359,043 -18,178 -5%
Goldman Sachs
5
Goldman Sachs
New York
$58.9M 277,948 +49,595 +22%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$53.8M 254,120 -13,586 -5%
VVP
7
Vulcan Value Partners
Alabama
$53.1M 250,813 +2,551 +1%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$48.6M 229,747 -1,700 -0.7%
WC
9
Weatherbie Capital
Massachusetts
$48.3M 228,003 +42,234 +23%
BIT
10
BlackRock Institutional Trust
California
$41.5M 196,065 -3,957 -2%
Citadel Advisors
11
Citadel Advisors
Florida
$39.5M 186,513 +153,223 +460%
BTW
12
Boston Trust Walden
Massachusetts
$36.8M 173,704 -103,563 -37%
CRC
13
Curi RMB Capital
Illinois
$36.3M 171,279 -1,024 -0.6%
Franklin Resources
14
Franklin Resources
California
$35.7M 168,806 +9,479 +6%
State Street
15
State Street
Massachusetts
$32.9M 155,240 -8,110 -5%
WA
16
Wasatch Advisors
Utah
$31M 146,239 +89,194 +156%
Norges Bank
17
Norges Bank
Norway
$29.9M 141,110 +70,555 +100%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$29.2M 137,922 +16,670 +14%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$27.9M 131,716 +8,045 +7%
MCM
20
Munder Capital Management
Michigan
$26.3M 124,382 +9,541 +8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$22.3M 105,541 -908 -0.9%
TCGI
22
Three Corner Global Investors
New York
$18.6M 88,000 +33,700 +62%
Northern Trust
23
Northern Trust
Illinois
$18.2M 86,091 -11,968 -12%
Wells Fargo
24
Wells Fargo
California
$17.9M 84,502 -29,443 -26%
RA
25
Royce & Associates
New York
$16.1M 76,000 +36,600 +93%
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