Virtus Investment Partners
VRTS
140 hedge funds and large institutions have $646M invested in Virtus Investment Partners in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
19% more capital invested
Capital invested by funds: $541M → $646M (+$105M)
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
1% more funds holding
Funds holding: 138 → 140 (+2)
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
0.63% less ownership
Funds ownership: 95.21% → 94.57% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$9.53M |
| 2 |
NM
Newtyn Management
New York
|
+$7.24M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$4.88M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.22M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Huber Capital Management
El Segundo,
California
|
-$13.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$9.89M |
| 3 |
JP Morgan Chase
New York
|
-$9.71M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$8.27M |
| 5 |
FAM
Fred Alger Management
New York
|
-$8.14M |
VRTS Hedge Fund Activity: Q1 2019 in Review
140 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2019, worth a combined $646M — up 19% from $541M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VRTS positions and 19 closed out — a net gain of 3 holders — while 40 added to existing stakes and 38 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $9.53M. The largest seller was Huber Capital Management, cutting an estimated $13.3M.
- 140 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2019, up from 138 in Q4 2018.
- Funds reported $646M of Virtus Investment Partners stock for Q1 2019, up 19% quarter-over-quarter.
- 22 funds opened new Virtus Investment Partners positions in Q1 2019 and 19 closed out, a net change of +3 holders.
- The largest Virtus Investment Partners buyer in Q1 2019 was Vulcan Value Partners, an estimated $9.53M added.
- The largest Virtus Investment Partners seller in Q1 2019 was Huber Capital Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2019.