Virtus Investment Partners
VRTS
153 hedge funds and large institutions have $1.11B invested in Virtus Investment Partners in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 23 closing their positions.
1,129% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $136K
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $1.16B → $1.11B (-$44.9M)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 156 → 153 (-3)
15% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.3M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$63.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$28.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$8.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$112M |
| 2 |
HCM
Huber Capital Management
El Segundo,
California
|
-$44.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$16.6M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$16.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.8M |
VRTS Hedge Fund Activity: Q4 2014 in Review
153 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2014, worth a combined $1.11B — down 3.9% from $1.16B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of VRTS and 21 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 47 added.
The largest buyer was Fidelity Investments, adding an estimated $73.3M. The largest seller was Wellington Management Group, cutting an estimated $112M.
- 153 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2014, down from 156 in Q3 2014.
- Funds reported $1.11B of Virtus Investment Partners stock for Q4 2014, down 3.9% quarter-over-quarter.
- 21 funds opened new Virtus Investment Partners positions in Q4 2014 and 23 closed out, a net change of -2 holders.
- The largest Virtus Investment Partners buyer in Q4 2014 was Fidelity Investments, an estimated $73.3M added.
- The largest Virtus Investment Partners seller in Q4 2014 was Wellington Management Group, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2014.