Virtus Investment Partners
VRTS
129 hedge funds and large institutions have $870M invested in Virtus Investment Partners in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 19 closing their positions.
4% more capital invested
Capital invested by funds: $837M → $870M (+$32.5M)
6% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 47
2% less funds holding
Funds holding: 132 → 129 (-3)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Huber Capital Management
El Segundo,
California
|
+$16.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$16.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$10.4M |
| 4 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$10.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$13.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.4M |
| 3 |
Goldman Sachs
New York
|
-$12.3M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$10.6M |
| 5 |
HCM
Highbridge Capital Management
New York
|
-$4.57M |
VRTS Hedge Fund Activity: Q2 2015 in Review
129 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2015, worth a combined $870M — up 3.9% from $837M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of VRTS and 16 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 44 added.
The largest buyer was Huber Capital Management, adding an estimated $16.8M. The largest seller was Wasatch Advisors, cutting an estimated $13.5M.
- 129 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2015, down from 132 in Q1 2015.
- Funds reported $870M of Virtus Investment Partners stock for Q2 2015, up 3.9% quarter-over-quarter.
- 16 funds opened new Virtus Investment Partners positions in Q2 2015 and 19 closed out, a net change of -3 holders.
- The largest Virtus Investment Partners buyer in Q2 2015 was Huber Capital Management, an estimated $16.8M added.
- The largest Virtus Investment Partners seller in Q2 2015 was Wasatch Advisors, an estimated $13.5M sold.
Based on aggregated 13F filings for Q2 2015.