Virtus Investment Partners
VRTS
170 hedge funds and large institutions have $1.17B invested in Virtus Investment Partners in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 26 closing their positions.
1% more capital invested
Capital invested by funds: $1.15B → $1.17B (+$15.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 56
8% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 26
1% less funds holding
Funds holding: 172 → 170 (-2)
2.53% less ownership
Funds ownership: 83.76% → 81.22% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.2M |
| 2 |
Man Group
London,
United Kingdom
|
+$8.36M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.87M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$2.79M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$15.3M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$11.5M |
| 3 |
Amundi
Paris,
France
|
-$11.4M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$4.69M |
| 5 |
IP
Interval Partners
New York
|
-$4.1M |
VRTS Hedge Fund Activity: Q2 2023 in Review
170 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2023, worth a combined $1.17B — up 1.4% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of VRTS and 24 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 52 added.
The largest buyer was Fidelity Investments, adding an estimated $20.2M. The largest seller was BlackRock, cutting an estimated $15.3M.
- 170 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2023, down from 172 in Q1 2023.
- Funds reported $1.17B of Virtus Investment Partners stock for Q2 2023, up 1.4% quarter-over-quarter.
- 24 funds opened new Virtus Investment Partners positions in Q2 2023 and 26 closed out, a net change of -2 holders.
- The largest Virtus Investment Partners buyer in Q2 2023 was Fidelity Investments, an estimated $20.2M added.
- The largest Virtus Investment Partners seller in Q2 2023 was BlackRock, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2023.