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Virtus Investment Partners
VRTS

Overview Fund Activity

153 hedge funds and large institutions have $1.11B invested in Virtus Investment Partners in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
21
Increased
47
Reduced
55
Closed
23
Calls
$1.67M
Puts
$136K
Net Calls
+$1.54M
Net Calls Change
+$1.54M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
2
VVP
Vulcan Value Partners
Alabama
$87.6M
3
Wells Fargo
Wells Fargo
California
$37.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.3M
5
Franklin Resources
Franklin Resources
California
$33.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$30.9M
2
HCM
Huber Capital Management
California
$41.6M
3
Citadel Advisors
Citadel Advisors
Florida
$32.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$16.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$56K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M +$74.7M +438,174 +69%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.3M +$73.5K +431 +0.1%
VVP
3
Vulcan Value Partners
Alabama
$87.6M +$65.1M +381,638 +289%
BFA
4
BlackRock Fund Advisors
California
$66.9M +$6.26M +36,716 +10%
WC
5
Weatherbie Capital
Massachusetts
$43.6M +$1.2M +7,030 +3%
HCM
6
Huber Capital Management
California
$41.6M -$45.3M -265,645 -52%
Goldman Sachs
7
Goldman Sachs
New York
$40.2M -$6.82M -40,023 -15%
Wells Fargo
8
Wells Fargo
California
$37.4M +$28.9M +169,660 +341%
Franklin Resources
9
Franklin Resources
California
$33.4M +$8.68M +50,934 +35%
Citadel Advisors
10
Citadel Advisors
Florida
$32.6M -$16.9M -99,363 -34%
BIT
11
BlackRock Institutional Trust
California
$31.8M -$616K -3,611 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$30.9M -$114M -667,252 -79%
WA
13
Wasatch Advisors
Utah
$30.7M +$5.47M +32,095 +22%
State Street
14
State Street
Massachusetts
$27.4M +$2.08M +12,177 +8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$26.6M +$2.67M +15,652 +11%
CRC
16
Curi RMB Capital
Illinois
$24.3M -$3.17M -18,607 -12%
BTW
17
Boston Trust Walden
Massachusetts
$20.3M -$1.02M -5,986 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.7M +$908K +5,324 +5%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$16.5M -$16.8M -98,641 -50%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15.3M +$15.2M +89,109 +18,959%
TIM
21
Thornburg Investment Management
New Mexico
$13.7M +$5.09M +29,848 +59%
Northern Trust
22
Northern Trust
Illinois
$13.6M -$1.66M -9,721 -11%
RA
23
Royce & Associates
New York
$13.6M -$2.91M -17,085 -18%
Norges Bank
24
Norges Bank
Norway
$13.1M +$1.05M +6,130 +9%
Ameriprise
25
Ameriprise
Minnesota
$8.08M +$2.48M +14,564 +44%
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