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Vertiv
VRT

Overview Fund Activity

305 hedge funds and large institutions have $8.16B invested in Vertiv in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 81 reducing their positions, and 37 closing their positions.

Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
4.71%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
55
Increased
131
Reduced
81
Closed
37
Calls
$15.6M
Puts
$2.64M
Net Calls
+$12.9M
Net Calls Change
-$5.06M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$258M
2
CVA
2
Ceredex Value Advisors
Florida
$210M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$128M
4
Morgan Stanley
4
Morgan Stanley
New York
$70M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$663M

Top Sellers

1
PEA
1
Platinum Equity Advisors
California
$948M
2
DCM
2
Discovery Capital Management
Connecticut
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$48.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
226
Darwin Wealth Management
Florida
$307K 13,981 +13,981 New
XT
227
XTX Topco
Cayman Islands
$296K 11,850 +11,850 New
JPMPWA
228
J.P. Morgan Private Wealth Advisors
California
$285K 11,396 +690 +6%
ATC
229
Argent Trust Co
Tennessee
$285K 11,385 +1,037 +10%
CP
230
CenterBook Partners
Connecticut
$281K 11,255 +11,255 New
PAG
231
Private Advisor Group
New Jersey
$264K 10,575 +10,575 New
FL
232
Fort LP
Maryland
$259K 10,385 -89 -0.8%
Adage Capital Partners
233
Adage Capital Partners
Massachusetts
$256K 10,253 -555,000 -98%
IAIM
234
Industrial Alliance Investment Management
Quebec, Canada
$254K 10,161 +10,161 New
LC
235
Loews Corp
New York
$253K 10,152 – –
CIC
236
Carnegie Investment Counsel
Ohio
$251K 10,065 -5,935 -37%
FB
237
Fulton Bank
Pennsylvania
$244K 9,762 +9,762 New
BF
238
BOK Financial
Oklahoma
$241K 9,644 -113 -1%
MYIA
239
Mount Yale Investment Advisors
Colorado
$238K 9,547 +9,547 New
GT
240
Greenleaf Trust
Michigan
$234K 9,365 -2,310 -20%
PIM
241
Perpetual Investment Management
Australia
$234K 9,366 +9,366 New
AIM
242
Aigen Investment Management
New York
$232K 9,323 +9,323 New
V
243
Veritable
Delaware
$229K 9,157 +9,157 New
Prudential Financial
244
Prudential Financial
New Jersey
$225K 8,359 +8,359 New
M&T Bank
245
M&T Bank
New York
$220K 8,823 +214 +2%
ISL
246
Ingalls & Snyder LLC
New York
$217K 8,686 – –
EAM
247
Exos Asset Management
New York
$173K 6,928 -3,220 -32%
US Bancorp
248
US Bancorp
Minnesota
$171K 6,870 +1,250 +22%
AIG
249
American International Group
New York
$152K 6,099 +577 +10%
TRCT
250
Tower Research Capital (TRC)
New York
$150K 6,032 +177 +3%
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10
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