Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus Invt Partners Inc (VRTS)

231 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — VRTS

Based on 233 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VRTS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
233 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 (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

114 buying106 selling
Last quarter: 114 funds bought or added vs 106 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new VRTS position: 43 → 30 → 31 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 16% new
145 out of 233 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.
💎

Buying through price weakness — shares -2%, value -20%

Value
-20%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~40 new funds/quarter

32 → 43 → 30 → 31 → 40 new funds/Q
New funds entering each quarter: 43 → 30 → 31 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 233 holders: 159 (68%) are 2+ year veterans, 22 entered 1–2 years ago, and 52 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
46 of 233 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 114 hedge funds were net buyers of VRTS (40 opened a new position, 74 added to an existing one), while 106 reduced or exited (69 trimmed, 37 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in VRTS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 233.

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

-- --

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

Is It Too Late to Buy Virtus Invt Partners Inc (VRTS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VRTS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
VRTS
+6.3%
XLF
+9.2%

VRTS outperformed XLF by -2.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
VRTS
+3.5%
XLF
+5.5%

Since the filing became public, VRTS outperformed XLF by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: VRTS
231 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 231 230 0.43%
13F Shares 6M 6M -2.54%
Total Value $733M $925M -20.83%
New Positions 39 31 +8
Increased Positions 74 72 +2
Closed Positions 38 26 +12
Reduced Positions 68 90 -22
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VRTS

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

231 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AWH Capital, L.P. 3.02% 24,742 $3.3M
2 Gator Capital Management, LLC 1.63% 59,210 $8.0M
3 Villanova Investment Management Co LLC 1.45% 10,534 $1.4M
4 Clayton Partners LLC 0.98% 10,000 $1.3M
5 Kennondale Capital Management LLC 0.95% 9,774 $1.3M
6 VARCOV Co. 0.29% 5,806 $780K
7 Zimmer Partners, LP 0.27% 84,121 $11.3M
8 Huber Capital Management LLC 0.26% 12,568 $1.7M
9 Odyssean, LLC 0.12% 2,377 $319K
10 AlphaQuest LLC 0.12% 12,644 $2.1M
11 EntryPoint Capital, LLC 0.11% 2,853 $383K
12 Caitlin John, LLC 0.11% 1,357 $182K
13 Wbi Investments, LLC 0.10% 2,618 $352K
14 Nebula Research & Development LLC 0.08% 5,306 $963K
15 Bridgeway Capital Management, LLC 0.06% 23,626 $3.2M
16 Quinn Opportunity Partners LLC 0.05% 7,450 $1.0M
17 Polymer Capital Management (US) LLC 0.04% 2,982 $401K
18 Hotchkis & Wiley Capital Management LLC 0.04% 96,572 $13.0M
19 Glenmede Trust Co NA 0.04% 56,041 $7.5M
20 Quantbot Technologies LP 0.03% 6,214 $835K
21 Axq Capital, LP 0.03% 1,677 $225K
22 CenterBook Partners LP 0.03% 3,955 $531K
23 Victory Capital Management Inc 0.03% 318,009 $42.7M
24 Brown Advisory Inc 0.02% 103,866 $14.0M
25 Y-Intercept (Hong Kong) Ltd 0.02% 8,061 $1.1M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VRTS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VRTS?

Slight buying edge — 52% buying: Last quarter: 114 funds bought or added vs 106 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 — 47% AUM from top-100 funds: 46 of 233 holders are among the 100 largest funds by AUM, controlling 47% 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?

62% of holders stayed for 2+ years: 145 out of 233 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.

Is it too late to buy Virtus Invt Partners Inc (VRTS) following the 2026 Q1 hedge fund 13F filings?

As of today, VRTS has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), VRTS has gained +6.3% vs +9.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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