Virtus Investment Partners
VRTS
137 hedge funds and large institutions have $808M invested in Virtus Investment Partners in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 13 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 36
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
4% more capital invested
Capital invested by funds: $776M → $808M (+$32M)
1% more funds holding
Funds holding: 136 → 137 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.56% less ownership
Funds ownership: 100.03% → 96.48% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.5M |
| 2 |
Millennium Management
New York
|
+$9.16M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.94M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.94M |
| 5 |
JP Morgan Chase
New York
|
+$4.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$34.3M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.32M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.2M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$3.16M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.6M |
VRTS Hedge Fund Activity: Q3 2017 in Review
137 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2017, worth a combined $808M — up 4.1% from $776M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VRTS positions and 13 closed out — a net gain of 1 holder — while 57 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Vulcan Value Partners, cutting an estimated $34.3M.
- 137 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2017, up from 136 in Q2 2017.
- Funds reported $808M of Virtus Investment Partners stock for Q3 2017, up 4.1% quarter-over-quarter.
- 14 funds opened new Virtus Investment Partners positions in Q3 2017 and 13 closed out, a net change of +1 holder.
- The largest Virtus Investment Partners buyer in Q3 2017 was BlackRock, an estimated $11.5M added.
- The largest Virtus Investment Partners seller in Q3 2017 was Vulcan Value Partners, an estimated $34.3M sold.
Based on aggregated 13F filings for Q3 2017.