Virtus Fund Advisers, LLC

All 13F Filings

Location
Most recent 13F
Q2 2014
Holdings value ($000)
14,273,727
Description
For portfolio-tracking use cases, Virtus Fund Advisers, LLC stands out as an institutional asset manager; the Q2 2014 snapshot reflects a broadly diversified core book with mostly cash-equity positioning. Virtus Fund Advisers, LLC has a shorter but trackable filing history in SEC disclosures. Recent core disclosed names include CIGNA Corporation, Ameriprise FINL INC, and Steris CORP. Top-position continuity cannot be inferred from the prior filing snapshot. Versus the previous filing, the profile points to position breadth in line with the manager's typical range and capital deployment that stayed in a similar range. This page organizes raw filings into a readable timeline of additions, trims, exits, and recurring core positions from Q2 2014 backward. If you searched for "Virtus Fund Advisers, LLC 13F portfolio changes", this page gives a concise starting summary with full filing context in one place.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2014 7/31/2014 2,848 14,273,727 13F-HR/A - RESTATEMENT RidgeWorth Capital Management LLC
Q2 2014 7/29/2014 28 3,755 13F-HR RidgeWorth Capital Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 14.12 M 98.9% 14.12 M 0 14.12 M
ETFs 151.1 K 1.1% 151.1 K 0 151.1 K
Other 375 0.0% 375 0 375
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Fund Snapshot

Q2 2014
Latest filed
7/31/2014
Total value ($000)
14,273,727
Holdings
2848
QoQ value change ($000)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.