Virtus Investment Partners
VRTS
160 hedge funds and large institutions have $742M invested in Virtus Investment Partners in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
11% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 47
8% more capital invested
Capital invested by funds: $685M → $742M (+$57.9M)
3% more funds holding
Funds holding: 156 → 160 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.45% less ownership
Funds ownership: 89.1% → 88.64% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.6M |
| 2 |
Millennium Management
New York
|
+$3.54M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.13M |
| 4 |
Goldman Sachs
New York
|
+$2.64M |
| 5 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$23M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$9.55M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$2.99M |
| 4 |
3C
361 Capital
Denver,
Colorado
|
-$2.71M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.15M |
VRTS Hedge Fund Activity: Q4 2019 in Review
160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2019, worth a combined $742M — up 8.5% from $685M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VRTS positions and 18 closed out — a net gain of 11 holders — while 52 added to existing stakes and 47 trimmed.
The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was Mangrove Partners, exiting entirely with an estimated $23M sold.
- 160 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2019, up from 156 in Q3 2019.
- Funds reported $742M of Virtus Investment Partners stock for Q4 2019, up 8.5% quarter-over-quarter.
- 29 funds opened new Virtus Investment Partners positions in Q4 2019 and 18 closed out, a net change of +11 holders.
- The largest Virtus Investment Partners buyer in Q4 2019 was BlackRock, an estimated $11.6M added.
- The largest Virtus Investment Partners seller in Q4 2019 was Mangrove Partners, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2019.