Virtus Investment Partners
VRTS
156 hedge funds and large institutions have $1.16B invested in Virtus Investment Partners in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 59 reducing their positions, and 19 closing their positions.
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
6% more funds holding
Funds holding: 147 → 156 (+9)
19% less capital invested
Capital invested by funds: $1.43B → $1.16B (-$268M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$76.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$21.2M |
| 3 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
+$7.63M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$6.28M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
-$26.3M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$24.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$14.3M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$13.8M |
| 5 |
TCGI
Three Corner Global Investors
New York
|
-$12.6M |
VRTS Hedge Fund Activity: Q3 2014 in Review
156 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2014, worth a combined $1.16B — down 19% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VRTS positions and 19 closed out — a net gain of 9 holders — while 44 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $76.8M. The largest seller was Munder Capital Management, exiting entirely with an estimated $26.3M sold.
- 156 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2014, up from 147 in Q2 2014.
- Funds reported $1.16B of Virtus Investment Partners stock for Q3 2014, down 19% quarter-over-quarter.
- 28 funds opened new Virtus Investment Partners positions in Q3 2014 and 19 closed out, a net change of +9 holders.
- The largest Virtus Investment Partners buyer in Q3 2014 was Fidelity Investments, an estimated $76.8M added.
- The largest Virtus Investment Partners seller in Q3 2014 was Munder Capital Management, an estimated $26.3M sold.
Based on aggregated 13F filings for Q3 2014.