Virtus Investment Partners
VRTS
125 hedge funds and large institutions have $762M invested in Virtus Investment Partners in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $680M → $762M (+$82.2M)
3% more funds holding
Funds holding: 121 → 125 (+4)
7% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.34M |
| 3 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
+$5.49M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$3.58M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$13.9M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$13.5M |
| 3 |
HCM
Huber Capital Management
El Segundo,
California
|
-$10.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.39M |
| 5 |
RA
Royce & Associates
New York
|
-$5.69M |
VRTS Hedge Fund Activity: Q4 2015 in Review
125 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2015, worth a combined $762M — up 12% from $680M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VRTS positions and 11 closed out — a net gain of 5 holders — while 44 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.9M sold.
- 125 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2015, up from 121 in Q3 2015.
- Funds reported $762M of Virtus Investment Partners stock for Q4 2015, up 12% quarter-over-quarter.
- 16 funds opened new Virtus Investment Partners positions in Q4 2015 and 11 closed out, a net change of +5 holders.
- The largest Virtus Investment Partners buyer in Q4 2015 was Morgan Stanley, an estimated $10.7M added.
- The largest Virtus Investment Partners seller in Q4 2015 was Citadel Advisors, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2015.