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Virtus Investment Partners
VRTS

Overview Fund Activity

127 hedge funds and large institutions have $699M invested in Virtus Investment Partners in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
38
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$25.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.2M
4
RA
4
Royce & Associates
New York
$24.5M
5
SFM
5
Systematic Financial Management
New Jersey
$2.81M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.94M
2
GIP
2
Granite Investment Partners
California
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$45.8M
4
Northern Trust
4
Northern Trust
Illinois
$7.58M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
1
Vulcan Value Partners
Alabama
$121M 1,022,759 +2,822 +0.3%
HCM
2
Huber Capital Management
California
$74.8M 633,920 +9,904 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.5M 512,108 +11,210 +2%
Brown Advisory
4
Brown Advisory
Maryland
$56M 474,189 +14,547 +3%
BFA
5
BlackRock Fund Advisors
California
$49.3M 417,992 +14,765 +4%
Victory Capital Management
6
Victory Capital Management
Texas
$45.8M 388,389 -73,061 -16%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.2M 382,500 +50,624 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25.8M 218,133 +110,477 +103%
RA
9
Royce & Associates
New York
$24.5M 207,194 +38,560 +23%
PCM
10
Peregrine Capital Management
Minnesota
$19.4M 164,142 +2,735 +2%
BIT
11
BlackRock Institutional Trust
California
$19M 160,568 -21,236 -12%
State Street
12
State Street
Massachusetts
$14.6M 123,883 +1,320 +1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$14.6M 123,594 +95,194 +335%
WC
14
Weatherbie Capital
Massachusetts
$14.3M 121,450 +10,841 +10%
MCM
15
Marcato Capital Management
California
$9.86M 83,555 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.83M 66,316 -4,701 -7%
Northern Trust
17
Northern Trust
Illinois
$7.58M 64,200 -50,732 -44%
Norges Bank
18
Norges Bank
Norway
$5.24M 44,360 -11,600 -21%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.19M 43,953 +368 +0.8%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.84M 41,027 -292 -0.7%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.84M 32,553 +21,109 +184%
Ameriprise
22
Ameriprise
Minnesota
$3.37M 28,528 -606 -2%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$3.21M 27,170 +11,736 +76%
BIM
24
BlackRock Investment Management
Delaware
$3.05M 25,827 -63 -0.2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.94M 25,354 -1,727,558 -99%
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