Virtus Investment Partners
VRTS
153 hedge funds and large institutions have $991M invested in Virtus Investment Partners in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 35 reducing their positions, and 23 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 35
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more capital invested
Capital invested by funds: $818M → $991M (+$172M)
3% less funds holding
Funds holding: 158 → 153 (-5)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Huber Capital Management
El Segundo,
California
|
+$33.2M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$28.2M |
| 3 |
Goldman Sachs
New York
|
+$27.5M |
| 4 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$19.1M |
| 5 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$8.33M |
| 2 |
Renaissance Technologies
New York
|
-$6.8M |
| 3 |
AIG
American International Group
New York
|
-$4.9M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.41M |
| 5 |
Millennium Management
New York
|
-$2.3M |
VRTS Hedge Fund Activity: Q3 2013 in Review
153 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2013, worth a combined $991M — up 21% from $818M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of VRTS and 20 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 79 added.
The largest buyer was Huber Capital Management, adding an estimated $33.2M. The largest seller was Horizon Kinetics, cutting an estimated $8.33M.
- 153 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2013, down from 158 in Q2 2013.
- Funds reported $991M of Virtus Investment Partners stock for Q3 2013, up 21% quarter-over-quarter.
- 20 funds opened new Virtus Investment Partners positions in Q3 2013 and 23 closed out, a net change of -3 holders.
- The largest Virtus Investment Partners buyer in Q3 2013 was Huber Capital Management, an estimated $33.2M added.
- The largest Virtus Investment Partners seller in Q3 2013 was Horizon Kinetics, an estimated $8.33M sold.
Based on aggregated 13F filings for Q3 2013.