Virtus Investment Partners
VRTS
145 hedge funds and large institutions have $767M invested in Virtus Investment Partners in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 17 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 37
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 146 → 145 (-1)
4.53% less ownership
Funds ownership: 98.52% → 93.99% (-4.5%)
16% less capital invested
Capital invested by funds: $911M → $767M (-$145M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$14.4M |
| 2 |
BlackRock
New York
|
+$5M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$4.79M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$3.35M |
| 5 |
Goldman Sachs
New York
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$40.6M |
| 2 |
Millennium Management
New York
|
-$10.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.11M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.96M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.39M |
VRTS Hedge Fund Activity: Q3 2018 in Review
145 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2018, worth a combined $767M — down 16% from $911M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VRTS positions and 17 closed out — a net gain of 1 holder — while 52 added to existing stakes and 37 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $14.4M. The largest seller was Vulcan Value Partners, cutting an estimated $40.6M.
- 145 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2018, down from 146 in Q2 2018.
- Funds reported $767M of Virtus Investment Partners stock for Q3 2018, down 16% quarter-over-quarter.
- 18 funds opened new Virtus Investment Partners positions in Q3 2018 and 17 closed out, a net change of +1 holder.
- The largest Virtus Investment Partners buyer in Q3 2018 was Citadel Advisors, an estimated $14.4M added.
- The largest Virtus Investment Partners seller in Q3 2018 was Vulcan Value Partners, an estimated $40.6M sold.
Based on aggregated 13F filings for Q3 2018.