Virtus Investment Partners
VRTS
121 hedge funds and large institutions have $736M invested in Virtus Investment Partners in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 46 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
29% more capital invested
Capital invested by funds: $572M → $736M (+$164M)
13% more funds holding
Funds holding: 107 → 121 (+14)
28% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$9.54M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$5.81M |
| 3 |
JP Morgan Chase
New York
|
+$2.36M |
| 4 |
IP
Interval Partners
New York
|
+$2.08M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.5M |
| 2 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
-$18.3M |
| 3 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$13M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.69M |
VRTS Hedge Fund Activity: Q3 2016 in Review
121 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2016, worth a combined $736M — up 29% from $572M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VRTS positions and 5 closed out — a net gain of 14 holders — while 33 added to existing stakes and 46 trimmed.
The largest buyer was Brown Advisory, adding an estimated $9.54M. The largest seller was Fidelity Investments, cutting an estimated $20.5M.
- 121 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2016, up from 107 in Q2 2016.
- Funds reported $736M of Virtus Investment Partners stock for Q3 2016, up 29% quarter-over-quarter.
- 19 funds opened new Virtus Investment Partners positions in Q3 2016 and 5 closed out, a net change of +14 holders.
- The largest Virtus Investment Partners buyer in Q3 2016 was Brown Advisory, an estimated $9.54M added.
- The largest Virtus Investment Partners seller in Q3 2016 was Fidelity Investments, an estimated $20.5M sold.
Based on aggregated 13F filings for Q3 2016.