Virtus Investment Partners
VRTS
138 hedge funds and large institutions have $732M invested in Virtus Investment Partners in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 20 reducing their positions, and 12 closing their positions.
245% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 20
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
9% more funds holding
Funds holding: 127 → 138 (+11)
5% more capital invested
Capital invested by funds: $699M → $732M (+$33.5M)
0.87% more ownership
Funds ownership: 100.56% → 101.43% (+0.87%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$85.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$25.6M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$22.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19.7M |
| 5 |
FAM
Fred Alger Management
New York
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Huber Capital Management
El Segundo,
California
|
-$26.5M |
| 2 |
RA
Royce & Associates
New York
|
-$14.7M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$7.28M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$2.81M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$2.38M |
VRTS Hedge Fund Activity: Q1 2017 in Review
138 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2017, worth a combined $732M — up 4.8% from $699M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new VRTS positions and 12 closed out — a net gain of 18 holders — while 69 added to existing stakes and 20 trimmed.
The largest buyer was BlackRock, adding an estimated $85.1M. The largest seller was Huber Capital Management, cutting an estimated $26.5M.
- 138 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2017, up from 127 in Q4 2016.
- Funds reported $732M of Virtus Investment Partners stock for Q1 2017, up 4.8% quarter-over-quarter.
- 30 funds opened new Virtus Investment Partners positions in Q1 2017 and 12 closed out, a net change of +18 holders.
- The largest Virtus Investment Partners buyer in Q1 2017 was BlackRock, an estimated $85.1M added.
- The largest Virtus Investment Partners seller in Q1 2017 was Huber Capital Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2017.