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Virtus Investment Partners
VRTS

Overview Fund Activity

125 hedge funds and large institutions have $762M invested in Virtus Investment Partners in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
44
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30M
3
WC
3
Weatherbie Capital
Massachusetts
$25.1M
4
Franklin Resources
4
Franklin Resources
California
$39.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$29.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VVP
2
Vulcan Value Partners
Alabama
$49.2M
3
HCM
3
Huber Capital Management
California
$50.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.9M
5
RA
5
Royce & Associates
New York
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$93.9M 799,631 -53,329 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.3M 581,699 +2,385 +0.4%
HCM
3
Huber Capital Management
California
$50.3M 427,828 -84,699 -17%
BFA
4
BlackRock Fund Advisors
California
$49.3M 419,586 +16,596 +4%
VVP
5
Vulcan Value Partners
Alabama
$49.2M 418,844 -112,992 -21%
Wells Fargo
6
Wells Fargo
California
$43.3M 368,243 +8,379 +2%
Franklin Resources
7
Franklin Resources
California
$39.2M 334,044 +29,883 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$30M 255,539 +52,918 +26%
Victory Capital Management
9
Victory Capital Management
Texas
$29.2M 248,296 +27,680 +13%
WC
10
Weatherbie Capital
Massachusetts
$25.1M 213,711 +45,801 +27%
BIT
11
BlackRock Institutional Trust
California
$22.6M 192,359 +1,918 +1%
RA
12
Royce & Associates
New York
$21.9M 186,224 -47,510 -20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.2M 163,671 +1,392 +0.9%
State Street
14
State Street
Massachusetts
$18.5M 157,282 -10,349 -6%
ZIG
15
Zuckerman Investment Group
Illinois
$17.7M 150,395 -7,990 -5%
CRC
16
Curi RMB Capital
Illinois
$14.9M 126,637 -25,277 -17%
Morgan Stanley
17
Morgan Stanley
New York
$11.1M 94,889 +89,305 +1,599%
Northern Trust
18
Northern Trust
Illinois
$11.1M 94,825 +6,571 +7%
Invesco
19
Invesco
Georgia
$11M 93,795 -776 -0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.2M 87,253 -6,441 -7%
Ameriprise
21
Ameriprise
Minnesota
$8.93M 76,017 -6,261 -8%
GIP
22
Granite Investment Partners
California
$8.21M 69,854 +14,609 +26%
Norges Bank
23
Norges Bank
Norway
$8.1M 68,931 -5,093 -7%
LCP
24
Lombardia Capital Partners
California
$6.72M 57,219 -1,489 -3%
WA
25
Wasatch Advisors
Utah
$5.68M 48,382 -6,757 -12%
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