Virtus Investment Partners
VRTS
178 hedge funds and large institutions have $1.1B invested in Virtus Investment Partners in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 25 closing their positions.
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
17% more capital invested
Capital invested by funds: $945M → $1.1B (+$156M)
1.76% more ownership
Funds ownership: 81.41% → 83.18% (+1.8%)
2% more funds holding
Funds holding: 175 → 178 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
+$12.2M |
| 2 |
ZP
Zimmer Partners
New York
|
+$7.15M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$6.31M |
| 4 |
BlackRock
New York
|
+$5.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$22.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.3M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$5.81M |
| 4 |
NM
Newtyn Management
New York
|
-$5.09M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$3.05M |
VRTS Hedge Fund Activity: Q4 2022 in Review
178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2022, worth a combined $1.1B — up 17% from $945M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new VRTS positions and 25 closed out — a net gain of 5 holders — while 53 added to existing stakes and 62 trimmed.
The largest buyer was Schonfeld Strategic Advisors, adding an estimated $12.2M. The largest seller was Vulcan Value Partners, cutting an estimated $22.3M.
- 178 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2022, up from 175 in Q3 2022.
- Funds reported $1.1B of Virtus Investment Partners stock for Q4 2022, up 17% quarter-over-quarter.
- 30 funds opened new Virtus Investment Partners positions in Q4 2022 and 25 closed out, a net change of +5 holders.
- The largest Virtus Investment Partners buyer in Q4 2022 was Schonfeld Strategic Advisors, an estimated $12.2M added.
- The largest Virtus Investment Partners seller in Q4 2022 was Vulcan Value Partners, an estimated $22.3M sold.
Based on aggregated 13F filings for Q4 2022.