Virtus Investment Partners
VRTS
149 hedge funds and large institutions have $886M invested in Virtus Investment Partners in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $753M → $886M (+$133M)
6% more funds holding
Funds holding: 141 → 149 (+8)
0.67% less ownership
Funds ownership: 84.05% → 83.37% (-0.67%)
29% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$9.32M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.08M |
| 3 |
PE
Point72 Europe
London,
United Kingdom
|
+$4.88M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$4.61M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$8.65M |
| 2 |
BlackRock
New York
|
-$6.89M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.64M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$3.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.36M |
VRTS Hedge Fund Activity: Q3 2020 in Review
149 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2020, worth a combined $886M — up 18% from $753M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new VRTS positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 55 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $9.32M. The largest seller was Vulcan Value Partners, cutting an estimated $8.65M.
- 149 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2020, up from 141 in Q2 2020.
- Funds reported $886M of Virtus Investment Partners stock for Q3 2020, up 18% quarter-over-quarter.
- 25 funds opened new Virtus Investment Partners positions in Q3 2020 and 16 closed out, a net change of +9 holders.
- The largest Virtus Investment Partners buyer in Q3 2020 was Millennium Management, an estimated $9.32M added.
- The largest Virtus Investment Partners seller in Q3 2020 was Vulcan Value Partners, an estimated $8.65M sold.
Based on aggregated 13F filings for Q3 2020.