Virtus Investment Partners
VRTS
172 hedge funds and large institutions have $1.15B invested in Virtus Investment Partners in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 29 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 56
5% more capital invested
Capital invested by funds: $1.1B → $1.15B (+$52.1M)
0.58% more ownership
Funds ownership: 83.18% → 83.76% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 178 → 172 (-6)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$5.07M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$5.07M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$5.01M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$4.29M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$16.7M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$11.3M |
| 3 |
Man Group
London,
United Kingdom
|
-$7.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.45M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$2.94M |
VRTS Hedge Fund Activity: Q1 2023 in Review
172 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2023, worth a combined $1.15B — up 4.7% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of VRTS and 26 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 62 added.
The largest buyer was Basswood Capital Management, adding an estimated $5.07M. The largest seller was Zimmer Partners, exiting entirely with an estimated $16.7M sold.
- 172 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2023, down from 178 in Q4 2022.
- Funds reported $1.15B of Virtus Investment Partners stock for Q1 2023, up 4.7% quarter-over-quarter.
- 26 funds opened new Virtus Investment Partners positions in Q1 2023 and 29 closed out, a net change of -3 holders.
- The largest Virtus Investment Partners buyer in Q1 2023 was Basswood Capital Management, an estimated $5.07M added.
- The largest Virtus Investment Partners seller in Q1 2023 was Zimmer Partners, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2023.