Virtus Investment Partners
VRTS
152 hedge funds and large institutions have $1.15B invested in Virtus Investment Partners in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 22 closing their positions.
45% more capital inflows, than outflows
Capital inflows: $256M | Capital outflows: $177M
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
10% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 48
4.34% more ownership
Funds ownership: 68.44% → 72.78% (+4.3%)
1% more funds holding
Funds holding: 150 → 152 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$79.4M |
| 2 |
Vulcan Value Partners
Birmingham,
Alabama
|
+$45.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$41.8M |
| 4 |
Goldman Sachs
New York
|
+$10.6M |
| 5 |
Weatherbie Capital
Boston,
Massachusetts
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$80.6M |
| 2 |
Geneva Advisors
Chicago,
Illinois
|
-$26.1M |
| 3 |
OppenheimerFunds
New York
|
-$18.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$8.46M |
| 5 |
BlackRock Advisors
Wilmington,
Delaware
|
-$7.07M |
VRTS Hedge Fund Activity: Q1 2014 in Review
152 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2014, worth a combined $1.15B — down 7.4% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new VRTS positions and 22 closed out — a net gain of 3 holders — while 53 added to existing stakes and 48 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $79.4M. The largest seller was Fidelity Investments, cutting an estimated $80.6M.
- 152 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2014, up from 150 in Q4 2013.
- Funds reported $1.15B of Virtus Investment Partners stock for Q1 2014, down 7.4% quarter-over-quarter.
- 25 funds opened new Virtus Investment Partners positions in Q1 2014 and 22 closed out, a net change of +3 holders.
- The largest Virtus Investment Partners buyer in Q1 2014 was Wellington Management Group, an estimated $79.4M added.
- The largest Virtus Investment Partners seller in Q1 2014 was Fidelity Investments, an estimated $80.6M sold.
Based on aggregated 13F filings for Q1 2014.