Virtus Investment Partners
VRTS
174 hedge funds and large institutions have $1.18B invested in Virtus Investment Partners in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
2% more funds holding
Funds holding: 171 → 174 (+3)
4% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 57
1% more capital invested
Capital invested by funds: $1.17B → $1.18B (+$13M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 81.23% → 80.21% (-1%)
Top Buyers
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$12.2M |
| 2 |
JP Morgan Chase
New York
|
+$5.77M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$2.91M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.8M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.64M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.6M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$9.71M |
| 3 |
Man Group
London,
United Kingdom
|
-$9.01M |
| 4 |
BlackRock
New York
|
-$5.56M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.35M |
VRTS Hedge Fund Activity: Q3 2023 in Review
174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2023, worth a combined $1.18B — up 1.1% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VRTS positions and 16 closed out — a net gain of 4 holders — while 59 added to existing stakes and 57 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $12.2M. The largest seller was Fidelity Investments, cutting an estimated $16.6M.
- 174 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2023, up from 171 in Q2 2023.
- Funds reported $1.18B of Virtus Investment Partners stock for Q3 2023, up 1.1% quarter-over-quarter.
- 20 funds opened new Virtus Investment Partners positions in Q3 2023 and 16 closed out, a net change of +4 holders.
- The largest Virtus Investment Partners buyer in Q3 2023 was Fisher Asset Management, an estimated $12.2M added.
- The largest Virtus Investment Partners seller in Q3 2023 was Fidelity Investments, an estimated $16.6M sold.
Based on aggregated 13F filings for Q3 2023.