Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus Invt Partners Inc (VRTS)

229 + Investors. Track Smart Money conviction in VRTS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — VRTS

Based on 229 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VRTS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
229 hedge funds hold VRTS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VRTS is almost the same as a year ago (-8 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

120 buying100 selling
Last quarter: 120 funds bought or added vs 100 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 31 → 42 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
138 out of 229 hedge funds have held VRTS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

43 → 30 → 31 → 42 → 32 new funds/Q
New funds entering each quarter: 30 → 31 → 42 → 32. A growing number of institutions are discovering VRTS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 229 holders: 148 (65%) are 2+ year veterans, 26 entered 1–2 years ago, and 55 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
48 of 229 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in VRTS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VRTS

In 2026 Q2, 120 hedge funds were net buyers of VRTS (32 opened a new position, 88 added to an existing one), while 100 reduced or exited (61 trimmed, 39 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 69% of total institutional value in VRTS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 229.

Hedge Fund Ownership: VRTS

How many hedge funds hold VRTS — quarterly history vs. share price
Quarterly hedge fund ownership of VRTS vs. share price

Market Analysis: VRTS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VRTS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: VRTS
229 + Investors

Track Smart Money conviction in VRTS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 229 236 -2.97%
13F Shares 6M 6M 5.4%
Total Value $845M $746M 13.27%
New Positions 32 42 -10
Increased Positions 88 75 +13
Closed Positions 39 36 +3
Reduced Positions 61 69 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VRTS

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Institutional Holders (2026 Q2)

229 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VRTS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VRTS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AWH Capital, L.P. 2.49% 24,742 $3.6M
2 Villanova Investment Management Co LLC 1.54% 11,284 $1.6M
3 Kennondale Capital Management LLC 0.93% 9,774 $1.4M
4 Clayton Partners LLC 0.66% 7,000 $1.0M
5 Huber Capital Management LLC 0.33% 15,468 $2.2M
6 EntryPoint Capital, LLC 0.29% 1,907 $431K
7 Zimmer Partners, LP 0.17% 50,708 $7.3M
8 Algert Global LLC 0.13% 77,962 $11.2M
9 Millington Securities, LLC 0.10% 2,618 $352K
10 Inceptionr LLC 0.09% 2,502 $359K
11 Bridgeway Capital Management, LLC 0.06% 23,626 $3.4M
12 Wbi Investments, LLC 0.06% 1,670 $240K
13 Glenmede Trust Co NA 0.05% 78,279 $11.2M
14 Quinn Opportunity Partners LLC 0.05% 7,450 $1.1M
15 Hotchkis & Wiley Capital Management LLC 0.04% 97,582 $14.0M
16 Susquehanna Fundamental Investments, LLC 0.04% 14,095 $2.0M
17 Quantbot Technologies LP 0.03% 5,156 $740K
18 XTX Topco Ltd 0.03% 15,591 $2.2M
19 Victory Capital Management Inc 0.03% 352,930 $50.6M
20 Brown Advisory Inc 0.02% 109,414 $15.7M
21 BTG Pactual Asset Management US LLC 0.02% 2,599 $373K
22 Entropy Technologies, LP 0.02% 3,724 $534K
23 International Assets Investment Management, LLC 0.02% 2,300 $334K
24 Caitlin John, LLC 0.02% 246 $35K
25 Essential Partners LLC 0.02% 249 $36K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Virtus Invt Partners Inc (VRTS)

What does the Smart Money Trend signal show for VRTS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VRTS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VRTS?

Slight buying edge — 55% buying: Last quarter: 120 funds bought or added vs 100 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VRTS holders?

Elite ownership — 69% AUM from top-100 funds: 48 of 229 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in VRTS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VRTS?

60% of holders stayed for 2+ years: 138 out of 229 hedge funds have held VRTS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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