Virtus Investment Partners
VRTS
138 hedge funds and large institutions have $541M invested in Virtus Investment Partners in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 29 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
52% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 33
1.22% more ownership
Funds ownership: 93.99% → 95.21% (+1.2%)
5% less funds holding
Funds holding: 145 → 138 (-7)
14% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 29
29% less capital invested
Capital invested by funds: $767M → $541M (-$226M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$17.2M |
| 2 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$14.1M |
| 3 |
NM
Newtyn Management
New York
|
+$7.31M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.9M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.3M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$14.7M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$3.62M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.21M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$3M |
VRTS Hedge Fund Activity: Q4 2018 in Review
138 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2018, worth a combined $541M — down 29% from $767M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of VRTS and 25 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 50 added.
The largest buyer was Vulcan Value Partners, adding an estimated $17.2M. The largest seller was Wellington Management Group, cutting an estimated $20.3M.
- 138 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2018, down from 145 in Q3 2018.
- Funds reported $541M of Virtus Investment Partners stock for Q4 2018, down 29% quarter-over-quarter.
- 25 funds opened new Virtus Investment Partners positions in Q4 2018 and 29 closed out, a net change of -4 holders.
- The largest Virtus Investment Partners buyer in Q4 2018 was Vulcan Value Partners, an estimated $17.2M added.
- The largest Virtus Investment Partners seller in Q4 2018 was Wellington Management Group, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2018.