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Virtus Investment Partners
VRTS

Overview Fund Activity

121 hedge funds and large institutions have $680M invested in Virtus Investment Partners in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
49
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Huber Capital Management
California
$51.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$22.2M
3
ZIG
3
Zuckerman Investment Group
Illinois
$15.9M
4
LCP
4
Lombardia Capital Partners
California
$5.9M
5
GIP
5
Granite Investment Partners
California
$5.55M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$85.7M
3
ACM
3
Apex Capital Management
Ohio
$0
4
AP
4
AHL Partners
United Kingdom
$0
5
Ameriprise
5
Ameriprise
Minnesota
$8.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.7M 852,960 -116,600 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.2M 579,314 -154 -0%
VVP
3
Vulcan Value Partners
Alabama
$53.5M 531,836 +25,717 +5%
HCM
4
Huber Capital Management
California
$51.5M 512,527 +141,174 +38%
BFA
5
BlackRock Fund Advisors
California
$40.5M 402,990 +8,421 +2%
Wells Fargo
6
Wells Fargo
California
$36.2M 359,864 +4,628 +1%
Franklin Resources
7
Franklin Resources
California
$30.6M 304,161 +3,797 +1%
RA
8
Royce & Associates
New York
$23.5M 233,734 +5,070 +2%
Victory Capital Management
9
Victory Capital Management
Texas
$22.2M 220,616 +97,381 +79%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$20.4M 202,621 +37,550 +23%
BIT
11
BlackRock Institutional Trust
California
$19.1M 190,441 +10,923 +6%
WC
12
Weatherbie Capital
Massachusetts
$16.9M 167,910 -33,607 -17%
State Street
13
State Street
Massachusetts
$16.8M 167,631 -1,581 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$16.3M 162,279 +5,456 +3%
ZIG
15
Zuckerman Investment Group
Illinois
$15.9M 158,385 +80,675 +104%
CRC
16
Curi RMB Capital
Illinois
$15.3M 151,914 +28,874 +23%
Citadel Advisors
17
Citadel Advisors
Florida
$13.9M 138,279 -18,109 -12%
Invesco
18
Invesco
Georgia
$9.5M 94,571 +2,600 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$9.42M 93,694 +24,154 +35%
Northern Trust
20
Northern Trust
Illinois
$8.87M 88,254 +8,541 +11%
Ameriprise
21
Ameriprise
Minnesota
$8.27M 82,278 -37,157 -31%
Norges Bank
22
Norges Bank
Norway
$7.44M 74,024 – –
LCP
23
Lombardia Capital Partners
California
$5.9M 58,708 +58,708 New
GIP
24
Granite Investment Partners
California
$5.55M 55,245 +55,245 New
WA
25
Wasatch Advisors
Utah
$5.54M 55,139 +64 +0.1%
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