VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

114 hedge funds and large institutions have $467M invested in Virtus Investment Partners in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 26 closing their positions.

Holders
114
Holders Change
-11
Holders Change %
-8.8%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
46
Reduced
27
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$64.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$30.3M
3
HCM
3
Huber Capital Management
California
$43.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.1M
5
CC
5
Cannell Capital
Wyoming
$4.07M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.1M
2
Wells Fargo
2
Wells Fargo
California
$8.03M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
WC
4
Weatherbie Capital
Massachusetts
$9M
5
WA
5
Wasatch Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
1
Vulcan Value Partners
Alabama
$64.5M 825,731 +406,887 +97%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.6M 584,068 +2,369 +0.4%
HCM
3
Huber Capital Management
California
$43.5M 556,726 +128,898 +30%
BFA
4
BlackRock Fund Advisors
California
$31.6M 404,028 -15,558 -4%
Victory Capital Management
5
Victory Capital Management
Texas
$30.3M 387,700 +139,404 +56%
Franklin Resources
6
Franklin Resources
California
$26.3M 337,319 +3,275 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$25.1M 321,820 +66,281 +26%
RA
8
Royce & Associates
New York
$16.7M 213,554 +27,330 +15%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$16.1M 205,900 -593,731 -74%
BIT
10
BlackRock Institutional Trust
California
$14.7M 187,766 -4,593 -2%
ZIG
11
Zuckerman Investment Group
Illinois
$13.7M 175,076 +24,681 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.8M 164,008 +337 +0.2%
State Street
13
State Street
Massachusetts
$12.6M 160,893 +3,611 +2%
WC
14
Weatherbie Capital
Massachusetts
$9M 115,242 -98,469 -46%
Northern Trust
15
Northern Trust
Illinois
$8.06M 97,889 +3,064 +3%
Wells Fargo
16
Wells Fargo
California
$8.03M 102,801 -265,442 -72%
Invesco
17
Invesco
Georgia
$7.33M 93,833 +38 +0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.86M 87,763 +510 +0.6%
GIP
19
Granite Investment Partners
California
$5.47M 70,048 +194 +0.3%
Norges Bank
20
Norges Bank
Norway
$5.38M 68,931 – –
LCP
21
Lombardia Capital Partners
California
$4.89M 62,562 +5,343 +9%
MCM
22
Marcato Capital Management
California
$4.63M 59,305 +13,200 +29%
CC
23
Cannell Capital
Wyoming
$4.07M 52,126 +52,126 New
Principal Financial Group
24
Principal Financial Group
Iowa
$3.51M 44,914 +413 +0.9%
Citadel Advisors
25
Citadel Advisors
Florida
$3.33M 42,653 +42,653 New
1
2 3 4 5