We are live on ! Find out more
VRTS icon

Virtus Investment Partners

137 hedge funds and large institutions have $808M invested in Virtus Investment Partners in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

4% more capital invested

Capital invested by funds: $776M → $808M (+$32.5M)

1% more funds holding

Funds holding: 136137 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.56% less ownership

Funds ownership: 100.03%96.48% (-3.6%)

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
57
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$149K +$144K +1,285 New
AIS
102
AlphaOne Investment Services
Pennsylvania
$136K +$131K +1,170 New
MCIM
103
Meadow Creek Investment Management
Georgia
$134K +$22.8K +204 +21%
EP
104
Elkfork Partners
Oregon
$110K +$18.8K +168 +21%
EA
105
Edge Advisors
Georgia
$109K -$105K -944 -50%
PI
106
PineBridge Investments
New York
$104K +$2.46K +22 +3%
GHCM
107
Glen Harbor Capital Management
California
$87K +$14.7K +132 +21%
RCM
108
Riverhead Capital Management
Delaware
$70K +$7.71K +69 +13%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$66K +$670 +6 +1%
IR
110
Invictus RG
Bermuda
$66K +$63.7K +570 New
NA
111
Neuburgh Advisers
California
$63K +$10.7K +96 +21%
AIP
112
Ameritas Investment Partners
Nebraska
$62K
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$50K
PCM
114
Penserra Capital Management
California
$42K +$6.59K +59 +19%
LIA
115
LS Investment Advisors
Michigan
$25K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$18K +$11.4K +102 +182%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$17K
VCM
118
Versant Capital Management
Arizona
$17K +$12.4K +111 +308%
RWA
119
Ropes Wealth Advisors
Massachusetts
$11K +$10.9K +98 New
OAM
120
Oppenheimer Asset Management
New York
$10K -$447 -4 -4%
SWA
121
Sutton Wealth Advisors
Florida
$8.82K
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$8K -$7.6K -68 -50%
AssetMark Inc
123
AssetMark Inc
California
$5K
AG
124
Advisor Group
Arizona
$4K
US Bancorp
125
US Bancorp
Minnesota
$4K

VRTS Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2017, worth a combined $808M — up 4.2% from $776M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VRTS positions and 13 closed out — a net gain of 1 holder — while 57 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Vulcan Value Partners, cutting an estimated $34.3M.

  • 137 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2017, up from 136 in Q2 2017.
  • Funds reported $808M of Virtus Investment Partners stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 14 funds opened new Virtus Investment Partners positions in Q3 2017 and 13 closed out, a net change of +1 holder.
  • The largest Virtus Investment Partners buyer in Q3 2017 was BlackRock, an estimated $11.5M added.
  • The largest Virtus Investment Partners seller in Q3 2017 was Vulcan Value Partners, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2017.