Virtus Investment Partners
VRTS
188 hedge funds and large institutions have $1.39B invested in Virtus Investment Partners in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
18% more capital invested
Capital invested by funds: $1.18B → $1.39B (+$210M)
8% more funds holding
Funds holding: 174 → 188 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.12% less ownership
Funds ownership: 80.21% → 80.09% (-0.12%)
18% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.13M |
| 2 |
Man Group
London,
United Kingdom
|
+$5.99M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$3.45M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.36M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$17.4M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$6.93M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
-$6.05M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$4.76M |
| 5 |
JP Morgan Chase
New York
|
-$3.05M |
VRTS Hedge Fund Activity: Q4 2023 in Review
188 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2023, worth a combined $1.39B — up 18% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VRTS positions and 12 closed out — a net gain of 16 holders — while 58 added to existing stakes and 71 trimmed.
The largest buyer was BlackRock, adding an estimated $6.13M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $17.4M.
- 188 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2023, up from 174 in Q3 2023.
- Funds reported $1.39B of Virtus Investment Partners stock for Q4 2023, up 18% quarter-over-quarter.
- 28 funds opened new Virtus Investment Partners positions in Q4 2023 and 12 closed out, a net change of +16 holders.
- The largest Virtus Investment Partners buyer in Q4 2023 was BlackRock, an estimated $6.13M added.
- The largest Virtus Investment Partners seller in Q4 2023 was Schonfeld Strategic Advisors, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2023.