Virtus Investment Partners
VRTS
146 hedge funds and large institutions have $911M invested in Virtus Investment Partners in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
8% more funds holding
Funds holding: 135 → 146 (+11)
6% more capital invested
Capital invested by funds: $862M → $911M (+$49.7M)
1.43% more ownership
Funds ownership: 97.08% → 98.52% (+1.4%)
2% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 44
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$34.2M |
| 2 |
BlackRock
New York
|
+$10.7M |
| 3 |
Millennium Management
New York
|
+$7.54M |
| 4 |
NAP
New Amsterdam Partners
New York
|
+$4.4M |
| 5 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$18M |
| 2 |
HCM
Huber Capital Management
El Segundo,
California
|
-$5.83M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$5.71M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.88M |
| 5 |
Renaissance Technologies
New York
|
-$2.84M |
VRTS Hedge Fund Activity: Q2 2018 in Review
146 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2018, worth a combined $911M — up 5.8% from $862M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VRTS positions and 7 closed out — a net gain of 13 holders — while 45 added to existing stakes and 44 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $18M.
- 146 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2018, up from 135 in Q1 2018.
- Funds reported $911M of Virtus Investment Partners stock for Q2 2018, up 5.8% quarter-over-quarter.
- 20 funds opened new Virtus Investment Partners positions in Q2 2018 and 7 closed out, a net change of +13 holders.
- The largest Virtus Investment Partners buyer in Q2 2018 was Vulcan Value Partners, an estimated $34.2M added.
- The largest Virtus Investment Partners seller in Q2 2018 was Wellington Management Group, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2018.