Virtus Investment Partners
VRTS
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.
47% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.38% less ownership
Funds ownership: 96.48% → 96.1% (-0.38%)
2% less capital invested
Capital invested by funds: $808M → $792M (-$16.6M)
2% less funds holding
Funds holding: 137 → 134 (-3)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.7M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$5.38M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.17M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.41M |
| 5 |
Renaissance Technologies
New York
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.98M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.17M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.87M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$2.7M |
VRTS Hedge Fund Activity: Q4 2017 in Review
134 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2017, worth a combined $792M — down 2.1% from $808M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of VRTS and 15 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 53 added.
The largest buyer was Wellington Management Group, adding an estimated $16.7M. The largest seller was Vulcan Value Partners, cutting an estimated $21M.
- 134 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2017, down from 137 in Q3 2017.
- Funds reported $792M of Virtus Investment Partners stock for Q4 2017, down 2.1% quarter-over-quarter.
- 15 funds opened new Virtus Investment Partners positions in Q4 2017 and 18 closed out, a net change of -3 holders.
- The largest Virtus Investment Partners buyer in Q4 2017 was Wellington Management Group, an estimated $16.7M added.
- The largest Virtus Investment Partners seller in Q4 2017 was Vulcan Value Partners, an estimated $21M sold.
Based on aggregated 13F filings for Q4 2017.