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Virtus Investment Partners
VRTS

Overview Fund Activity

134 hedge funds and large institutions have $792M invested in Virtus Investment Partners in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
53
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24.5M
2
WCM Investment Management
2
WCM Investment Management
California
$6.34M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$30.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.59M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$30.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$10.5M
3
Ameriprise
3
Ameriprise
Minnesota
$4.67M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$108M 938,041 +9,066 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.6M 656,906 -17,976 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.7M 519,193 +44,026 +9%
Brown Advisory
4
Brown Advisory
Maryland
$51.7M 449,800 -5,226 -1%
HCM
5
Huber Capital Management
California
$49.1M 426,885 +800 +0.2%
Victory Capital Management
6
Victory Capital Management
Texas
$48.7M 422,907 -3,009 -0.7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$30.5M 265,189 +20,500 +8%
VVP
8
Vulcan Value Partners
Alabama
$30.1M 261,416 -178,381 -41%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$27.5M 238,962 -1,608 -0.7%
PFMOSF
10
Philadelphia Financial Management of San Francisco
California
$26.5M 230,270 -22,977 -9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$24.5M 213,352 +142,311 +200%
PCM
12
Peregrine Capital Management
Minnesota
$21.1M 183,104 +1,144 +0.6%
State Street
13
State Street
Massachusetts
$20.2M 175,174 +10,270 +6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.1M 174,869 +3 +0%
Norges Bank
15
Norges Bank
Norway
$13.5M 117,473 – –
Citadel Advisors
16
Citadel Advisors
Florida
$10.5M 91,411 -76,388 -46%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.5M 90,976 +3,282 +4%
Northern Trust
18
Northern Trust
Illinois
$10.1M 88,044 -454 -0.5%
Millennium Management
19
Millennium Management
New York
$9.75M 84,710 +2,680 +3%
FAM
20
Fred Alger Management
New York
$8.88M 77,159 +398 +0.5%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$8.87M 77,100 +2,500 +3%
MCM
22
Marcato Capital Management
California
$8.05M 69,999 – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$6.83M 59,346 +2,606 +5%
Deutsche Bank
24
Deutsche Bank
Germany
$6.65M 57,793 -8,473 -13%
WCM Investment Management
25
WCM Investment Management
California
$6.34M 55,076 +45,817 +495%
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