Virtus Investment Partners
VRTS
147 hedge funds and large institutions have $1.43B invested in Virtus Investment Partners in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 18 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 44
24% more capital invested
Capital invested by funds: $1.15B → $1.43B (+$272M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 152 → 147 (-5)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$28.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$16.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$13.3M |
| 4 |
Goldman Sachs
New York
|
+$9.36M |
| 5 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
+$7.97M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Jane Street
New York
| – | -$619K | -3,577 | Closed |
|
|
ZCM
152
Zebra Capital Management
Stamford,
Connecticut
| – | -$495K | -2,858 | Closed |
|
|
PP
153
Paloma Partners
Greenwich,
Connecticut
| – | -$438K | -2,532 | Closed |
|
|
EMG
154
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$398K | -2,300 | Closed |
|
|
TRCT
155
Tower Research Capital (TRC)
New York
| – | -$355K | -2,053 | Closed |
|
156
D.E. Shaw & Co
New York
| – | -$352K | -2,034 | Closed |
|
|
JG
157
Jefferies Group
New York
| – | -$300K | -1,730 | Closed |
|
|
AL
158
Airain Ltd
St. Peter Port,
Guernsey
| – | -$288K | -1,665 | Closed |
|
|
VKH
159
Virtu KCG Holdings
New York
| – | -$236K | -1,362 | Closed |
|
|
PCM
160
Prelude Capital Management
New York
| – | -$121K | -700 | Closed |
|
|
GPGA
161
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| – | -$82K | -475 | Closed |
|
|
QT
162
Quantbot Technologies
New York
| – | -$69K | -400 | Closed |
|
|
IWC
163
Integrated Wealth Counsel
Carmel,
California
| – | -$12K | -67 | Closed |
|
|
WIL
164
Winifred I. Li
| – | -$3K | -18 | Closed |
|
VRTS Hedge Fund Activity: Q2 2014 in Review
147 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2014, worth a combined $1.43B — up 24% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of VRTS and 13 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 62 added.
The largest buyer was Citadel Advisors, adding an estimated $28.9M. The largest seller was Wellington Management Group, cutting an estimated $49.5M.
- 147 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2014, down from 152 in Q1 2014.
- Funds reported $1.43B of Virtus Investment Partners stock for Q2 2014, up 24% quarter-over-quarter.
- 13 funds opened new Virtus Investment Partners positions in Q2 2014 and 18 closed out, a net change of -5 holders.
- The largest Virtus Investment Partners buyer in Q2 2014 was Citadel Advisors, an estimated $28.9M added.
- The largest Virtus Investment Partners seller in Q2 2014 was Wellington Management Group, an estimated $49.5M sold.
Based on aggregated 13F filings for Q2 2014.